3 Tips to Streamline Your Drafting Process

By WealthCounsel Staff on Dec 27, 2019 10:00:00 AM

According to the American Bar Association (ABA), drafting is a “mission-critical function” for all law offices. Your legal documents should capture your practice’s intellectual capital and set it apart from other competitors. While drafting methods have remained relatively unchanged for decades, the increasingly hyper-competitive legal market has forced attorneys to seek out and adopt new legal technologies to streamline their drafting processes. 

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Estate Planning Essentials: Community Clauses

By WealthCounsel Staff on Nov 29, 2019 10:00:00 AM

Adding customized clauses and provisions to a legal document is a great way to tailor a document to a client’s specific goals and circumstances. However, creating a new provision or tailoring an existing provision for a new client can be time-consuming, not to mention risky. To cut down on time and reduce the inherent dangers of simply editing an existing document, attorneys often make the mistake of using boilerplate provisions. 

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What You Missed: Symposium 2019 Highlights

By WealthCounsel Staff on Aug 29, 2019 8:55:28 AM

Symposium is the nation’s leading estate and business planning conference. This year, Symposium offered over 50 learning sessions with 5 learning tracks, 45 speakers, our new Paraprofessional Symposium, and explored some exciting new services and products. If you weren't able to attend, check out what you missed in the highlights below!

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