The Major Consequences of Minor Typos in Estate-Planning Documents (Part 2)

By WealthCounsel Staff on Jul 17, 2017 11:16:19 AM

Learn more about how Wealth Docx excels in preventing typos before they cause problems for your estate planning firm.

The most costly typos historically haven’t been in estate planning–but you don’t want to be the first attorney to make the list. An extra zero in the valuation of an asset, the wrong name on a document, a misspelled street name in an address… all these typos could wreak havoc for your clients.

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Don’t Let Your Law Firm Turn into the Jerry Springer Show (How to Avoid Family Disputes)

By WealthCounsel Staff on Jul 10, 2017 11:00:00 AM

Whether it’s fighting over a complex multi-million-dollar estate comprised of multiple homes and exotic assets or simply a prized family heirloom, family disputes aren’t uncommon in the world of estate planning. These disputes can be complicated by sibling rivalries, beneficiaries of varying economic standing, and poor communication.

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Does Your Estate Planning Practice Offer These Key Trusts?

By WealthCounsel Staff on Jul 3, 2017 11:13:27 AM

The more trusts you have in your firm’s product arsenal, the greater your ability to tailor the right plan for your client

Do you have the tools to develop the best estate planning solution for your clients? As an estate planning lawyer, you need to be able to navigate the nuances of each case while still delivering accurate estate planning documents in a timely manner. How can you strike this balance? With document drafting software such as Wealth Docx®  it’s easy to account for the variety of trusts that clients might require.

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