Why Can’t You Ever Find the Time to Take on Those Great Creative Projects That Will Enhance Life for Your Small Business Clients?

By WealthCounsel Education Staff on Mar 22, 2017 12:14:17 PM

learn more about how Business Docx can let you (finally!) get to work on all those creative projects and big risky ideas you’ve been storing in your Someday/Maybe file.

Small businesses rise or stagnate depending on creativity. As an attorney, you fully intend to take on projects to help your small business clients grow, but you never seem to find the time. Here are a few tips to get such projects jumpstarted:

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How to Explain the Value of a Trust Protector to Your Clients

By WealthCounsel Education Staff on Mar 12, 2017 2:36:06 PM

Help your clients understand the value of a trust protector by switching to Wealth Docx®.

As an attorney, you understand the value of a trust protector for an irrevocable trust. While “set in stone,” the trust still needs someone to watch over it and ensure it can adapt to changes in the law and/or resolve differences between trustees and beneficiaries.

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7 Habits of Highly Effective Estate Planners

By Brett Pinegar on Mar 10, 2017 9:00:00 AM

7 Habits of Highly Effective Estate PlannersIt’s easy to think big picture when setting goals for your estate planning practice. Winning a certain number of new clients or hitting a revenue target are great places to start, but how do you put the steps in place to meet those goals?

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