What to Expect When Adding Estate Planning to Your Firm

By WealthCounsel Staff on Jul 18, 2017 8:33:00 AM

Only about half of Americans have a will or living trust in place. The advantages of a will or trust might seem obvious to estate planning attorneys, but the statistics show that a sizeable portion of the American population doesn’t recognize the value of an estate plan.

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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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