WealthCounsel Education Staff

Recent Posts

Why on Earth are You Still Tracking State and Federal Legal Requirements to Your Estate Planning Documents by Hand?

By WealthCounsel Education Staff on Feb 21, 2017 11:09:35 AM

Learn more about why tracking state and federal legal requirements by hand isn't the best practice for your practice.Are you and your staff still tracking state and federal legal requirements by hand for estate planning documents? If so, consider this article your much-needed wake up call: you need a software intervention!

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A Key to Offering Customized Solutions to Estate Planning Clients: Amazing Drafting Software

By WealthCounsel Education Staff on Feb 16, 2017 10:00:00 AM

When clients are going through the worst, make sure your document drafting software can offer them the best!

Tolstoy said, “All happy families are alike; every unhappy family is unhappy in its own way.” Since families and estates are so intertwined, Tolstoy’s maxim holds true in some degree for estate planning purposes. Many clients require customized estate planning – and clients with warring families have their own special needs and considerations.

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Is Resistance to Your Document Drafting Systems Preventing You from Offering the Best Solutions for Your Estate Planning Clients?

By WealthCounsel Education Staff on Feb 7, 2017 9:41:53 AM

Are you offering your clients the best service possible? What's stopping you?

Obviously, your estate planning clients deserve the best solutions for their particular needs. But are you actually providing peerless service that reflects the best of what your firm could be? And here’s a deeper question to go with that first one: if not, why not? What’s really causing friction at the firm?

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