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!
Why on Earth are You Still Tracking State and Federal Legal Requirements to Your Estate Planning Documents by Hand?
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.
Is Resistance to Your Document Drafting Systems Preventing You from Offering the Best Solutions for Your Estate Planning Clients?
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?