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 […]
Category: Estate Planning
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 […]
Wealth Planning: The Most Efficient Ways to Create a Will
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 […]
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 […]