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?
It could be that the grain of sand in the oyster isn’t your people, your mission, the quality of your marketing, the accuracy of your client avatar or the creativity and innovation of your associates. It could be that the root constraint is as simple as the fact that you’re using outdated, inefficient document drafting tools. And the resulting errors and inefficiencies are dragging your team down and making life at the office a lot less fun.
It’s easy to become complacent and stick with any familiar system just because of inertia. If you run a firm, you have a million and one things to do. Switching software might seem low on the priority list when you’re juggling a cash flow shortage while your top associate, Wendy, just left on maternity leave, and an associate you met at a conference just asked you to speak at an event in two weeks… and the printer just shorted out!
But beware this inertia, and don’t neglect the incredible drag that “blahh” software can have on every aspect of the firm.
Sticking with the Tried But Not Necessarily True
Let’s take a look at how this drag plays out in the real world. Have you ever pushed your clients to get products that you know how to easily set up… rather than what is best for them? Even if that’s not something you’re doing consciously, that practice puts your clients at a disadvantage. It diminishes you as well as your team’s confidence in what you are doing (since they know that you know you’re underselling your customer).
Also, consider this: what are the odds that the ad hoc systems and processes you’ve been using in the past somehow magically came together in a perfectly optimized fashion? The odds are low – like astronomically low – as any student of the 2nd Law of Thermodynamics would tell you.
No Resistance Attorney Software
Fortunately, there’s a ready solution to overcoming dependence on outdated software while providing the best products to your clients: Wealth Docx®. Once you transition, you’ll wish you made the switch long ago. The software makes drafting even complex wills and trusts relatively simple. Information is constantly updated, so your estate planning forms conform to current state and federal law.
The complete Wealth Docx suite includes QTIP, QPRT and GRT trust systems, as well as business succession and charitable planning systems, supplemental needs trust systems and a host of other products - ensuring that you offer clients the best estate planning options available. We’re confident that once you learn about all Wealth Docx offers, you won’t be able to resist it.
