Category: Estate Planning

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 […]

Perhaps you and your law firm are tired of the manual process of drafting estate plan documents. You know there has to be a better way to increase accuracy, improve communication, and keep your clients happy. You want more time to reach and help more people and feel like estate plan software is for you. […]

Law firms create documents all the time. In a single case, a lawyer and their team can generate a whole library of documents from briefs to affidavits to court filings.  Every single one of these documents needs to be in pristine condition, not just for the sake of professionalism but for the documents to be […]

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 make sure they’re ready for the future. They realize that they won’t always be around to care for their loved ones and want your help to make a plan for […]

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 firm by using a system that has helped lawyers produce over one million documents in the last fifteen years? To produce more documents you need more time. You could work […]

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 will because they don’t understand why they need one. If you’re a preparer, it’s up to you to inform and educate your clients on why they need a living will. […]