The right estate planning software makes your work easier and helps your practice thrive. (Or at least it should, in theory!) Why, then, do so many estate planning attorneys find their new software not only less than helpful, but exasperating?

For many remarried and blended families, a traditional “joint RLT” estate plan is often extremely challenging to design. With complex family histories, separate, commingled, and community property, and different planning needs (e.g. children from prior relationships), trying to capture all of the contingencies would be convoluted at best.

You want the crème de le crème working at your estate planning practice. How can you ensure that candidates really have what it takes to become great members of your team and enhance your firm? The process starts with their resumes and interviews, but it shouldn’t end there.