WealthCounsel Staff


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Before You Purchase Estate Planning Software, Read this Article

By WealthCounsel Staff on Apr 5, 2017 9:00:00 AM

Before You Purchase Estate Planning Software...Even the best writers fall victim to typos and mistakes. As an estate planning attorney, these can hurt your practice’s reputation and have a number of other consequences. For example, they could also create tax issues for your clients and put you at risk of legal action. If you consistently find errors and typos in your legal documents, it might be time to invest in estate planning software that helps craft critical documents like wills and trusts.

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Fact or Fiction? 43% of the Population Has No Estate Plan

By WealthCounsel Staff on Mar 29, 2017 9:00:00 AM

Fact or Fiction? 43% of the Population Has No Estate Plan in PlaceBelieve it or not, 43% of Americans don’t have an estate plan. While the advantages of a will or trust might seem obvious to you as an estate planning attorney, a sizeable minority of Americans don’t recognize the value.

Even when the topic does cross their mind, misconceptions about estate planning abound. The most common one is that the average person doesn’t need an estate plan. Of the 43% of Americans who don’t have a plan in place, more than one third (37%) haven’t addressed the issue because they don’t believe they have sufficient assets to warrant an estate plan. Another 29% said they weren’t wealthy enough to even consider it.

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3 Ways to Avoid Losing Clients to Typos

By WealthCounsel Staff on Mar 24, 2017 8:00:00 AM

3 Ways to Avoid Losing Clients to TyposIt’s unlikely that writing legal documents is the most exciting part of your job. That doesn’t mean it’s not critical. In fact, attorneys have been reprimanded for poor writing ability. Consider the case of Patrick Hawkins, whose poor writing skills warranted public reprimand and an order from the court to complete 10 hours of legal writing education. Mr. Hawkins isn’t alone. Legal history is littered with examples of attorneys who have been sanctioned for their poor legal writing skills.

Even if you are a strong writer, no one is immune to typos. But the slightest mistake can cost you clients and your reputation. Additionally, if you don’t keep up to date on legislative changes, you could create tax consequences for your clients and even put yourself at risk of legal action. Here are a few ways to reduce typos and errors in your legal documents

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