When it comes to wealth planning, most clients with a large distribution of assets are likely to have tools in place. But the AARP reports that there are still six in 10 Americans that don’t have a will, and those are potential clients for you. Even wealthy clients are often not thinking about dying without […]
Category: Estate Planning
A Guide to Building Your Client’s Confidence in a Trust
As the largest population of elderly Americans has now arrived, it turns out that nearly 60% of them don’t have any estate planning documents. Many will turn to attorneys without knowing how does a trust work. If you have to explain this to your clients, you might want to walk them through several of their […]
How Estate Plan Software Works
If you’re an attorney working in estate planning, then you know just how easy it can be to burn out. You want to do everything you can to help your clients. However, sometimes in the process, you end up sacrificing your sanity while working for them. Do you wish that there was a program to […]
Top 7 Benefits of Using Estate Planning Software
Are you curious about the advantages of using estate planning software at your law firm? Estate planning software makes it easier for lawyers to help clients plan for end-of-life scenarios. These programs enable attorneys to generate basic estate plans for clients. Lawyers can use this software to legalize wills and name powers of attorney. If […]
How to Find the Best Trust Software for Attorneys
As 64 percent of Americans enter retirement without a will, there is a huge market of people who could be served by estate planning attorneys. If you have the best trust software for attorneys on the market, you could be providing inexpensive services to that massive number of retirees. Instead of scratching your head as […]
How Technology is Changing Estate Planning
As more than half of all adults are under prepared when it comes to estate planning, thankfully there are changes that are making it accessible to everyone. With technological developments, both clients and attorneys alike are able to put together a will faster than ever. Since you might not realize how technology could be changing […]
How to Reduce Tax Liabilities on Your Client’s Estate in 5 Simple Steps
Who deserves to benefit more from your clients’ years of hard work – your clients and their family or the government? When you’ve amassed a considerable net worth, the last thing you want to do is pay a large percentage of it to the IRS when you die. But it still happens – poor planning […]
5 FAQS ESTATE ATTORNEYS ASK ABOUT USING LEGAL DOCUMENT SOFTWARE
5 FAQS ESTATE ATTORNEYS ASK ABOUT USING LEGAL DOCUMENT SOFTWARE With over 40% of Americans set to receive an inheritance, there are a lot of estates to manage across the US. In order to service a growing business and a growing population, productivity tools are making the process easier. Legal document software has been one of the […]
A Comprehensive Guide to Starting a Law Firm That Specializes in Estate Planning
A Comprehensive Guide to Starting a Law Firm That Specializes in Estate Planning As more than 60% of Americans still haven’t worked out the details of their will, the market for estate planning is massive. The only major challenge to starting a law firm is then to convince clients of the value of your services. […]
5 Things Clients Look for in Their Estate Planning Attorney
5 Things Clients Look for in Their Estate Planning Attorney As just about every living person who owns any property at all should have an estate, the fee that you can expect as an attorney is at least $1,500. To set up hundreds or thousands of these estates could be a lucrative part of your […]
