WealthCounsel Staff


Recent Posts

Round Up of Promising Legal Technology That Could Transform the Practice of Estate Planning Law (Part 1)

By WealthCounsel Staff on Oct 23, 2017 10:41:26 AM

If you’re curious about which legal technologies can help you the most as an estate planning attorney, this three-part series is for you.

It’s amazing how technology has been transforming estate planning. What was once a maze of paperwork is now mostly digitized, with organized, easy-to-use online files. If you’re curious about which legal technologies can help you the most as an estate planning attorney, this three-part series is for you.

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At a Standstill? 4 Things You Can Do Now to Expand Your Estate Planning Services

By WealthCounsel Staff on Oct 18, 2017 10:00:00 AM

Signing important legal documentsToday’s attorneys face a number of challenges that require a fresh approach to estate planning. Trying to balance the need for time-saving, automated processes while also growing a client base leaves many attorneys stuck in the middle — unsure whether to prioritize productivity or client relationships. There’s good news: you can maximize both efficiency and client satisfaction. You can better tailor estate planning services to your clients and improve practice efficiency by knowing your audience and making use of online tools.

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Insights from Trump’s First Months to Serve Your Estate-Planning Clients Better

By WealthCounsel Staff on Oct 16, 2017 12:10:44 PM

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought.

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought–and that's true even in these early days of the administration. So let's consider one idea that relates to President Trump as father and real estate magnate, and another on policy writ large.

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