Category: Estate Planning

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. […]

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 you want to ensure your assets are properly distributed. And, if you’re the one in charge of making a will, you’re going to want to make sure you ask your […]

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 end of life, only our in ten people have a living trust. But, have you ever wondered what potential complications might arise if you passed away before writing the last […]

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 all that education, mistakes happen. Estate planning attorneys are tasked with helping clients protect their assets after death. Clients trust lawyers to give sound advice and guide them through the […]

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 help. This is very similar to what attorneys do today. Today’s attorneys have a huge advantage over their Roman counterparts: technology. If your firm isn’t using estate planning software for […]

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 planning software helps put the power of building an estate into the hands of more people. But without any guidance, the tools won’t reach their potential. Without an explanation that […]