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 […]
Category: News and Events
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 […]
The Ten Question Goal
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 […]
How Estate Lawyers Can Better Address Key Concerns with Technology
How Estate Lawyers Can Better Address Key Concerns with Technology Given that 40% of Americans will get some kind of inheritance, there’s lots of work out there for estate attorneys. However, if you’re working inefficiently or using old technology, you can’t address the concerns of your clients at the level you should be. Estate lawyers […]
How to Balance Your Life as a Lawyer
How to Balance Your Life as a Lawyer If you’re an attorney, chances are that the labels of “overachiever” and “perfectionist” fit you well. That’s not necessarily a bad thing — in fact, it’s a great thing for your clients and your bottom line. But it may be having the opposite effect on your body […]
The Importance of Client-Friendly Documents
The Importance of Client-Friendly Documents Have you ever clicked to accept a user agreement without reading it? According to various studies, surveys, and informal polls, practically everyone has done that at least once. Why? Most often because legalese, the specialized language of the legal profession is hard to understand. It might be relatively harmless to agree […]
Fewer Steps in Planning: Making Your Life Easier
Fewer Steps in Planning: Making Your Life Easier Time is money. The less time it takes to provide a client with their estate plans, the more you can focus on finding and retaining new clients. In other words, the more efficient you are, the more money you’ll earn. But in order to find more time […]
Forbes on Customer Service
I recently read an article on Forbes.com about the latest consumer trends. The following caught my eye: Bad customer service is costing companies $62 billion annually in the US and could be costing you thousands each year Value and experience are a greater concern for consumers than price Clients want a response NOW Focusing on […]
Is your website getting results?
I’ve talked to several firms about their website and have spent hundreds of hours studying how to optimize our website. There are two key issues that I have seen that causes your website to not get results when people are viewing it. They don’t know how to call you because the phone number is buried. […]