Category: News and Events

October Webinar – Creating Websites that Get More Clients

Is your website helping you grow your practice? An appealing website is a powerful marketing tool for every attorney. Many lawyers, however, struggle to get successful conversion from their websites. Conversion is the process of turning potential leads into customers, and growing your practice means a steady supply of new clients. Beyond Counsel is here […]

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 […]

Attorney Estate Planning Software Reviews

For estate planning attorneys, making an office more efficient is critical for a successful legal practice. One way to save time and money is to invest in estate planning software. Automated document systems can cut down the hours attorneys spend preparing customized legal papers for each and every client they see. Ultimately, estate planning software […]

Funding a Trust

A trust is a key tool in estate planning that has many uses. In order to establish a viable trust, however, it must be funded. Funding a trust involves the transfer of a client’s assets into the trust itself but difficulties can arise with this process. Problems with Funding a Trust Many estate planning attorneys […]

11th Annual Utah Elder Law, Estate Planning, and Medicaid Planning 2014

Now in its eleventh year, this popular seminar on May 9, 2014 will bring you the latest information on important estate planning, elder law, and Medicaid planning techniques and strategies. Returning as a presenter this year is the always popular Robert Fleming, from Tucson, Arizona, one of the nation’s top elder law and special needs […]

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 […]

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 […]

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 […]

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