Top 5 Estate Planning Software for Attorneys in 2024 The landscape of estate planning has been increasingly shaped by advancements in technology, offering attorneys robust tools to manage clients’ estate planning needs more efficiently. With various software options available, choosing the right one can be pivotal for your practice. Below are the top 5 estate […]
Category: Estate Planning
Best Estate Planning Software for Attorneys in 2024: Simplifying the Process
In the rapidly evolving legal industry, estate planning attorneys are leveraging technology to enhance productivity, streamline client management, and ensure accuracy in documentation. Whether you’re a solo practitioner or part of a larger firm, finding the right estate planning software can transform your practice. In this post, we’ll explore some of the best estate planning […]
Introducing Beyond Counsel Training — Get Your Firm Up and Running with Ease
At Beyond Counsel, we are committed to making legal practice management intuitive and seamless. Whether you’re a new user or transitioning to our online version, we’ve put together two essential training videos to help you get started and maximize the platform’s potential for your firm. 1. Setting Up Your Firm in Beyond Counsel The first […]
Beyond Counsel FAQ: Transition to the Online Version
As we continue evolving to better serve our clients, Beyond Counsel has transitioned from the HotDocs version to a fully online system. We understand that you may have questions about how this shift affects your experience. Below are answers to some of the most frequently asked questions about the change. Q: Will I still be […]
Updating Table of Contents
3 Ways to Update Beyond Counsel’s Table of Contents 1. Install the Beyond Counsel Updater Toolbar (PC Only) If you’re using a PC, the quickest and easiest way to update your Table of Contents is by installing our custom Beyond Counsel Updater Toolbar. This tool is designed to streamline the process with a single […]
Best Drafting Software for Estate Planning and Elder Law Attorneys
As an estate planning attorney, you know that everyone should have a will. This is especially true if someone has any kind of assets. However, most people don’t want to think about it until they reach the twilight of their life. Only one out of every five millennials have a will, while 81% of people […]
Are You Getting The Most Out Of Your Estate Planning Software?
When clients come to an estate planning attorney, they do it because they need help. People only come forward when they realize they need a plan on how to leave behind all that they’ve worked for. And by the time that happens, there may not be too much time left. That’s why estate planning attorneys […]
The Right Trust Software To Meet Your Clients’ Estate Needs
Only 4 in 10 Americans adults have an estate plan, according to a Caring.com survey. As an attorney, you know that estate planning is essential, no matter your client’s personal or financial situation. Estate planning and trust software can help you manage the entire process for your clients. With so many choices, finding the right […]
Best Estate Planning Software for Attorneys in the Market Today
Less than half of adults in America have created a will for themselves. For an attorney that does estate planning, that’s a huge potential client base. However, if you want to set yourself apart from others in the business, you need to make sure you have the best software for attorneys. That is what we […]
Starting Your Own Law Firm On a Budget: 9 Ways For Law Start-ups to Save Money
According to the American Bar Association, there are over 1.3 million practicing attorneys in the US. This means that the competition is stiff. But, smart lawyers looking to set up their own shop can do great. Starting your own law firm can be very challenging and cost intensive though. This is probably why new founders […]
