We are always looking for ways to improve how Attorneys practice estate planning. Our goal is to help you create documents without needing to answer more than 10 questions for each one. Part of that goal is making the Practical Interview available to you where your clients can fill in their personal information. When coupled […]
Category: News and Events
Practical Interview Online Questionnaire for Estate Planning Clients Training Video
Last week we released the Practical Interview. We wanted to follow the release with a training video on how to use the Practical Interview in your practice. The Training Video covers these topics Learn how to have your clients use the Practical Interview Logging into the Practical Interview website Download the HotDocs answer file to […]
Estate Planning for Blended Families
Did you know that 65% of Americans are now members of a blended family?1 Download the Estate Planning for Blended Families Article Need some estate planning solutions and techniques for blended families? Please fill out the following form to download Estate Planning for Blended Families from Thomas D. Begley Jr.: Blended Families Blended families are […]
Beyond Counsel will be exhibiting at the 2013 Special Needs Trusts Conference
Beyond Counsel will be exhibiting at the 2013 Special Needs Trusts Conference on October 17 through 18th 2013. We will be displaying the new Practical Interview during the conference. Please stop by to learn more about how we can help you be more effective in your practice. Beyond Counsel, an estate planning software company, is […]