Category: Estate Planning

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 […]

A new client contacts you to see if you can prepare their will or trust.   What do you do next?   Schedule an appointment to meet with them? What information do you ask them to bring to their appointment, if any? After meeting with them, and it is time to prepare their documents, do […]

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 overwhelming to think about their affairs when they are not living anymore. Too many Americans avoid taking care of this important part of their lives. The part that takes care […]

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, then you might be part of the problem. The best thing you can do for your clients and your firm is to streamline and standardize the process. To do this, […]

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. That’s a news item this week (at the time of this writing). A Canadian Bit-coin investor suddenly died without a will, and without letting anyone know his investment account password. […]

Where most businesses spend a few hundred dollars a year on equipment for employees, law firms tend to average more than $1,000 a year per employee. When this is the case, law firms need to be prepared to spend their money wisely in terms of law office technology. With so many options, it’s hard to […]