As you can see from the video, the Practical Interview has many advantages for use in your office. You can collect personal information from your clients about their estate planning needs without spending hours doing this in person or over the phone. Your clients can fill out the form whenever they want and prior to meeting with you. Moreover, after the client has completed the Practical Interview, you can easily download their information into the Beyond Counsel software.
The best way to discover the benefits of using the practical interview is to test it out for yourself.
