The Key to Creating Happy Clients

Sep 21, 2018 6:00:00 AM


Tolstoy said, “all happy families are alike; every unhappy family is unhappy in its own way.” Since families and estates are so intertwined, Tolstoy’s maxim holds true in some degree for estate planning purposes. When planning for the distribution of their assets, no one wants to feel as if they’re involved in some type of legal mass production—being processed through an uncaring machine. Would you?

The good news is that attorneys can efficiently draft personalized estate plans with the help of automated drafting software. And while productivity is important to any successful practice, personalization is what will set your practice apart from its competitors and build enduring client relationships.

Software for any Situation

You know that estate planning is not one-size-fits-all. However, if your software isn’t up to the task, it’s easy to default to the easiest solutions because you and your team have only so much time and energy. After all, in the long run, habits usually overrule good intentions. Before you know it, you’re in danger of running a McDonalds or WalMart-like estate planning mill, and that was never your intention.

Fortunately, creating bespoke estate plans is often just a matter of having the proper software. Yes, you need great people and a smart strategy to find and market to a specific and appropriate customer segment. But, tweaking something as small and seemingly insignificant as the way you handle and process your documents can make a world of difference.

Contrary perhaps to your experience (and maybe what you learned at law school or at a recent CLE event), drafting various types of trusts and supporting documents does not have to take a long time. The right software allows you to draft complicated estate planning documents within minutes. Better yet, the result can be personalized, which pleases clients because they feel heard, and they feel in control.

Wealth Docx® software is all about customization. Whether a client requires charitable planning, retirement planning, third-party trust planning, irrevocable trusts or trusts available only in specific states, the tools are all there at your fingertips. Documents are written in plain English, so your clients will have no trouble understanding them.

The reality is that if someone comes to you with a terrible family situation or deep financial crisis, you can’t solve it on your own. But, you can minimize drama—and the potential for drama later—by having the technology and tools available to do your best and be at your best.




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