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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Why the Legal Industry’s Future Matters to Your Estate Planning Practice

By WealthCounsel Staff on Jun 30, 2017 9:00:00 AM

It’s easy to to relax a bit when you have years of experience as an attorney. While your legal experience has helped you win clients and grow your estate planning practice in the past, today’s legal industry is evolving faster than ever — and attorneys who fail to adapt risk losing clients rather than winning them.

New technology and new competition are just two of many areas where attorneys need to adapt in order to retain clients, win new business and sustain a thriving practices. Refusal or failure to evolve with these trends in the industry will likely result in significant consequences for legal practices across the country.

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