As a lawyer, you probably get a lot of questions about estate planning, especially if you work with a lot of older clients. You probably have people asking you questions like, “What is a trust?” or “Which is better, a trust or a will?” on a regular basis. Do you have clear answers to these […]
Category: Estate Planning
5 Things You Should Know Before Using Estate Planning Software for Attorneys
While retirees are leaving less to their heirs than they might have a generation ago, there are many more people leaving property than ever. That means that estate planning attorneys are seeing more people through the door than in the past. But if they’re not ready to handle the work, they might end up getting […]
DIY No-Go: Why You Should Deter Your Clients from Using Estate Planning Software
We all know how important it is to have a will, and yet 44% of Americans still don’t have one. There are a lot of websites out there trying to change these statistics by offering a DIY option. Unfortunately, most people don’t know that going the DIY route isn’t any better and can be worse […]
How Trust Software for Attorneys Can Benefit Your Customers
If you ask around, you’ll find that most millennials think they’re going to get an inheritance even though very few will. A lot of that comes down to communication between the estate holder and the attorneys they work with. When you use trust software for attorneys, both estate holders and heirs have a clearer understanding […]
Will vs Trust: How to Decide Which One Is Best for Your Client
It is crucial for your client to establish asset control of their estate in the event of their death. Propper estate management involves specifying the way in which your clients’ estate is distributed and allocated. A will or living trust ensures that your client has the final say in where their assets end up after […]
10 Tips for Drafting Legal Documents That Your Clients Will Be Able to Read
Have you ever received a legal document and felt completely overwhelmed by what you’re reading? You’re not alone! Legal texts stuffed with industry jargon and complex sentencing is enough to put off even the most astute English aficionados, let alone the average client. The key to drafting legal documents that are easy to read and […]
The Beginner’s Guide to Using Will Software in Estate Planning
Almost two-thirds of Americans don’t leave a will behind. However, without a will, you can leave a more confusing and complicated situation for your family. Wills are a way of making sure your desires get communicated to your loved ones after you’re gone, and making life easier for them. Are you ready to take this […]
9 Signs You Need the Best Estate Planning Software
Many Americans neglect to acknowledge they own an estate. That is, they own some property that holds value. When someone dies, their property must be divided according to their last will and testament. Your job as a lawyer is to ensure your client’s property and beneficiaries are protected. Estate planning is often thought of as […]
Estate Planning: You Need to Advocate Professional Help, and Here’s Why
When you reach a certain age, you need to start thinking about your estate. You don’t need Bill Gates money, either. Even if you have a modest 3/2 in the ‘burbs, you have a need for estate planning. You may be thinking, “Yeah, I have a will, I’m good.” But, are you? There’s a difference […]
More Pros than Cons: Top 7 Reasons Why You Need to Promote Estate Planning
Most of us don’t consider our own mortality on a daily basis. Many of us consider it so little that the majority of Americans don’t have a will in place. In fact, a recent survey determined that 64% of Americans haven’t taken the time to set up a will or estate plan in the event […]
