Category: Estate Planning

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 […]

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 […]

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 […]

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 […]

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 […]

4 in 10 Americans have a living trust or a will. When it comes to hiring a lawyer to prepare these documents, older adults tend to make up the majority. Having an estate plan is essential. But for many people, it’s a daunting task to face. The most common reasons for waiting are that people […]

There are two things that you can’t avoid in life: death and taxes. Having an estate plan helps people navigate the complex legalities surrounding the death of a loved one. It’s just responsible to have one in place, and as an estate-planning attorney, you can help people ensure their loved ones are cared for when […]

Let’s face it, as a lawyer, you know very little about running your business. You want to focus on servicing your client, but you waste time with repetitive tasks and inconsistent workflows. Stop wasting time and sell knowledge and results with estate plan software. With the right software, you will practice better time management. You […]

According to Caring.com, only 40 percent of adults in the U.S. have will and trust insurance. It gets worse: almost 80 percent of the millennial generation and about 65 percent of Generation X don’t even have a will! Fortunately, there are trust attorneys out there that can help people with their estate planning needs.  If […]

Experts recommend reviewing and updating estate plans every three years. Some people will review them more often. This is especially true if they move state or make another big life change. As an estate planning attorney, your job is to make it easy for your clients to create an estate plan and keep it up […]