Congratulations! You’ve created a comprehensive estate plan for your client. Now that all documents are signed and handed over to the client, does that mark the end of an estate planner’s job? According to the book Estate Planning for the Post-Transition Period, the majority of estate plans that fail do so because of non-legal/non-technical aspects. These errors have nothing to do with your perfectly drafted estate plan. Rather, they are issues related to lack of communication and inaction on the part of your clients’ family. Today, the most common reasons for failure are:

Drafting is a mission-critical function for all law offices, especially offices that deal with trusts and estates, elder law, and business law. Your legal documents should capture your firm’s intellectual capital and set it apart from other competitors. While drafting methods have remained relatively unchanged for decades, the increasingly hypercompetitive legal market has forced attorneys to seek out and adopt new legal technologies to streamline their drafting processes.