Before You Purchase Estate Planning Software, Read this Article

By WealthCounsel Staff on Apr 5, 2017 9:00:00 AM

Before You Purchase Estate Planning Software...Even the best writers fall victim to typos and mistakes. As an estate planning attorney, these can hurt your practice’s reputation and have a number of other consequences. For example, they could also create tax issues for your clients and put you at risk of legal action. If you consistently find errors and typos in your legal documents, it might be time to invest in estate planning software that helps craft critical documents like wills and trusts.

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4 Reasons Your Business Clients Don’t Feel Confident in Your Law Firm [and What You Can Do About It]

By WealthCounsel Education Staff on Apr 4, 2017 3:24:08 PM

Business Docx® gives you immense pride in your documents, which can in turn give you more confidence in other aspects of your estate planning practice.

If your business clients don’t feel confident in your law firm, you may be confronting an almost existential crisis. Can you stay in business if your best clients go elsewhere because they don’t trust that you’ll deliver on your value proposition? Here are four common reasons clients have second thoughts about working with an estate planning law firm:

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Why Your Small Business Clients Need Systems to Run at Their Best

By WealthCounsel, LLC on Mar 30, 2017 2:29:11 PM

Learn How Well-Running Systems Help Companies Solve Their Problems at the Root

Small business isn’t for the faint of heart. It’s for the brave, the patient and the persistent. It’s for the overcomer.” – Author unknown

The reasons small businesses prosper or fail are legion. Customer service, management, quality control, the overall economy and many other factors come into play, but the right technology is a critical component. Great tech and software can simplify operations and save a company money in both the short and long run.

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