Help Your Clients Understand the Importance of Legal Plans Your clients might not understand the importance of having a plan for their finances and their assets. It is up to you to explain to them why they should resort to legal plans to protect what they have worked so hard for. In this article, we’ll […]
kmayberry@beyondcounsel.io
Why a Living Trust Attorney Needs Simple Software to Save Time
Why a Living Trust Attorney Needs Simple Software to Save Time What if a single purchase could simplify your life as an attorney? It sounds a little too good. However, for a living trust attorney, buying simple software is a pretty simple decision. This can help save you time, boost your productivity, and generally make […]
The Importance of Client-Friendly Documents
The Importance of Client-Friendly Documents Have you ever clicked to accept a user agreement without reading it? According to various studies, surveys, and informal polls, practically everyone has done that at least once. Why? Most often because legalese, the specialized language of the legal profession is hard to understand. It might be relatively harmless to agree […]
Fewer Steps in Planning: Making Your Life Easier
Fewer Steps in Planning: Making Your Life Easier Time is money. The less time it takes to provide a client with their estate plans, the more you can focus on finding and retaining new clients. In other words, the more efficient you are, the more money you’ll earn. But in order to find more time […]
Forbes on Customer Service
I recently read an article on Forbes.com about the latest consumer trends. The following caught my eye: Bad customer service is costing companies $62 billion annually in the US and could be costing you thousands each year Value and experience are a greater concern for consumers than price Clients want a response NOW Focusing on […]
THE BENEFITS OF BLOODLINE TRUSTS
THE BENEFITS OF BLOODLINE TRUSTS By: Thomas D. Begley, Jr., Esquire, CELA CASE STUDY 1: INHERITANCE PARTIALLY LOST IN EQUITABLE DISTRIBUTION Bill and Linda have a daughter, Sally, who marries Harry. While Harry is attractive and likeable, he has difficulty holding a job, and he is a poor money manager. Harry also likes to spend money […]
Is your website getting results?
I’ve talked to several firms about their website and have spent hundreds of hours studying how to optimize our website. There are two key issues that I have seen that causes your website to not get results when people are viewing it. They don’t know how to call you because the phone number is buried. […]
Interview with Tyler Melling – Beyond Counsel User
I had a chance to have a phone conversation with Tyler Melling with Melling Law, PC. I first met Tyler when he was just starting his practice and he signed up for our software. Now he has created a successful Estate Planning practice in the small town of Cedar City, Utah. Learn how he did […]
Backing Up and Sharing Files with Your Team
You know you need to be backing up your files. Do you already have something in place for backing up your files? If not watch the video below and we will tell you about some different options that are available. We also tell you about some options for sharing files with other people on your […]
Get Paid Faster With The Practical Planning System
One of the areas that attorneys have told us that they struggle with is getting paid in a reasonable time. Some attorneys have told us it takes them a couple of months to get their clients back into their office for signing and to get paid. This doesn’t have to be the case. Even if […]