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 help you to better manage your time, while also offering you access to countless insights from other legal professionals?
Are you on the hunt for a solution that allows you to streamline the estate planning documentation process? Do you want one that can help you better explain these documents to your clients?
If so, then consider estate plan software for your legal practice.
Keep reading to learn more about the top estate planning software for lawyers.
The Right Software Helps You to Draft Better Documents
As a legal professional who works in estate planning, we know that your clients rely on you to help them make smart decisions for the futures of their families.
We also know that in some cases, time is of the essence.
If you need to create an estate plan quickly, then getting the right wills and trust software is absolutely essential.
The goal of estate planning software is to help you to make these documents as concise and easy to understand as possible.
The right software will allow you to create multiple scenarios that you can use to help your clients understand the best estate planning options for them.
You can easily categorize your clients based on common scenarios and conditions.
Then, you can just simply fill in the specifics of the clients later on. These may include options for creating common documentation relating to wills and revocable trusts. They can also relate to Durable Power of Attorney, and even creating a living will.
Additionally, you can set up fiduciaries, age requirements, and much more.
You can even use your software to help you get the right supporting documents to your clients. These documents will better guide and inform your clients and speed up the process.
They include documents related to funding and cover letters, check plans, last instruction letters, and much more.
Plus, your software will even ensure that the documents are properly formatted. No more hours spent adjusting margins, putting in new paragraphs, or changing fonts.
Now, it's all possible with nothing more than a simple click of the button.
This saves you and your clients serious time and frustration.
Better Workflow Management for Your Legal Practice
No matter the size of your law firm, we know that it can be tough to keep track of clients, cases, and the forms and documentation each require.
Finding the right estate planning software for lawyers can help.
Lost or improperly filed documents -- especially regarding something as essential and personal as estate planning? Well, that doesn't exactly bode well when it comes to your reputation as a legal professional.
Estate plan software can help make sure everything is in order.
It can help you with scheduling meetings and follow-ups, as well as setting appointments with an online scheduling program. Clients can easily take a look at your available appointments, and then select the time that works the best for them.
Plus, the software even ensures that your clients get access to an intake questionnaire before they even come into your office. This way, you can spend your time discussing the details of their needs and plans.
Finally, the software helps to ensure that common errors like missed signatures are avoided. Especially if your state has fairly specific requirements, it can be easy to make costly and time-consuming mistakes.
It will also teach you about how to handle and move forward from these errors if the documentation has already been filed.
Mentoring Programs with Estate Plan Software
One of the best things about finding the right estate plan software for attorneys?
Top software options will even help you to grow your practice while also ensuring that you continue your legal education. Look for software including interactive programs and training videos that will teach you more about client intake and execution.
The right software can also help you to improve your overall client interview practice.
This will allow you to ensure that you walk away from every client meeting with the information you need, and the knowledge of the specific documents you'll likely need to file for them.
Above all, these programs will help you to ensure that your communication with your clients is streamlined, effective, and helpful to them.
This is essential when it comes to growing your practice in the future.
Where You Can Find the Top Estate Plan Software
We know that this post has helped you to understand just a few of the many benefits of investing in high-quality estate plan software for your legal practice.
When you're ready to learn how to better serve your clients and focus less on billing for time and more on billing based on results, we invite you to spend some time on our website to learn more about how we can help you to make it happen.
We're even offering a chance to try out a demo of our software.
Once you see how much easier it makes your life, we're confident that you'll never look back.
If you have any questions, always feel free to reach out to us at your convenience.
