Keeping Up with the 21st Century: Digitizing the Industry of Trust, Wills, and Estate Planning
Wills and estate planning documents are about one thing: preparing for the future. When a client comes into your office, it’s because they want to
Wills and estate planning documents are about one thing: preparing for the future. When a client comes into your office, it’s because they want to
How many documents does your firm produce in a year? Is your firm increasing that number or maintaining? What if you could grow your law
Did you know only 42 percent of Americans have a will or living trust in place? In many cases, people might not have a living
Making a will is often something that people don’t like to think or talk about. But, it’s a necessary process to take part in if
Did you know that 60 percent of all Americans lack a proper will? Well, according to a survey conducted on how Americans prepare for the
Four years of undergraduate study. Three years of law school. Pass the bar exam. That’s what it takes to become an attorney. But even with
The first lawyers in ancient Rome and Greece from 200 BCE to 600 CE served to interpret and explain the law to those who needed
Given that the majority of Americans lack a will or any proper estate planning, it’s important that everyone has a plan for their future. Estate
A new client contacts you to see if you can prepare their will or trust. What do you do next? Schedule an appointment
Estate planning is often avoided because clients don’t want to address the fact that they might someday need it. It seems scary or sad or
More than half of Americans are missing vital estate planning documents. If you aren’t having your clients answer a comprehensive questionnaire of estate planning questions,
Imagine if you not only lost a friend, but you lost access to an account with $190 million in it. We didn’t make that up.
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