Do you know how to attract more clients to your website? If you are an attorney with a website, you are probably already familiar with SEO and how important it is to be ranked #1 in search engines for your most important keywords. But do you know how to get a top ranking website? Beyond […]
Kim Mayberry
October Webinar – Creating Websites that Get More Clients
Is your website helping you grow your practice? An appealing website is a powerful marketing tool for every attorney. Many lawyers, however, struggle to get successful conversion from their websites. Conversion is the process of turning potential leads into customers, and growing your practice means a steady supply of new clients. Beyond Counsel is here […]
Estate Planning for Blended Families
Did you know that 65% of Americans are now members of a blended family?1 Download the Estate Planning for Blended Families Article Need some estate planning solutions and techniques for blended families? Please fill out the following form to download Estate Planning for Blended Families from Thomas D. Begley Jr.: Blended Families Blended families are […]
Setting Up the Practical Interview
As the video demonstrates, setting up the Practical Interview for your practice can be done in just a few simple steps. To get started, click on the link to your website in the email you were sent from Beyond Counsel, and login with your email address and password. We strongly recommend that you reset […]
Attorney Estate Planning Software Reviews
For estate planning attorneys, making an office more efficient is critical for a successful legal practice. One way to save time and money is to invest in estate planning software. Automated document systems can cut down the hours attorneys spend preparing customized legal papers for each and every client they see. Ultimately, estate planning software […]
Funding a Trust
A trust is a key tool in estate planning that has many uses. In order to establish a viable trust, however, it must be funded. Funding a trust involves the transfer of a client’s assets into the trust itself but difficulties can arise with this process. Problems with Funding a Trust Many estate planning attorneys […]
11th Annual Utah Elder Law, Estate Planning, and Medicaid Planning 2014
Now in its eleventh year, this popular seminar on May 9, 2014 will bring you the latest information on important estate planning, elder law, and Medicaid planning techniques and strategies. Returning as a presenter this year is the always popular Robert Fleming, from Tucson, Arizona, one of the nation’s top elder law and special needs […]
The Online Practical Interview
As you can see from the video, the Practical Interview has many advantages for use in your office. You can collect personal information from your clients about their estate planning needs without spending hours doing this in person or over the phone. Your clients can fill out the form whenever they want and prior to […]
Credit Shelter Trust vs an A/B Trust
Standard AB Trusts and Credit Shelter Trusts have the same purpose; they reduce federal and state taxes on married couples by removing assets from a taxable estate. Each method creates trusts to take maximum advantage of exemptions from federal and state estate taxes. Many estate-planning informational presentations refer to AB Trusts and Credit Shelter Trusts […]
Practical Interview Online Questionnaire for Estate Planning Clients Training Video
Last week we released the Practical Interview. We wanted to follow the release with a training video on how to use the Practical Interview in your practice. The Training Video covers these topics Learn how to have your clients use the Practical Interview Logging into the Practical Interview website Download the HotDocs answer file to […]
