How to Evaluate Estate Planning Drafting Software

By WealthCounsel Staff on Aug 21, 2026, 9:00:00 AM

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Now that generative AI is capable of instantly creating legal documents, are you wondering whether dedicated estate planning software is still a valuable investment for your practice?

While it can be a powerful tool for streamlining legal research, crafting client communications, or scaling your marketing efforts, generative AI has limitations and liabilities that estate planning drafting software is designed to eliminate. 

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Tools to Boost Efficiency and Help Manage Your Practice

By WealthCounsel Staff on Jun 24, 2022, 10:00:00 AM

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Running a law practice can be challenging, but fortunately, there are a variety of technological tools that can make it easier. These solutions can help you manage your client relationships, save time with scheduling, design email marketing strategies, automate webinars, and create consistent branding. Doing things the old-fashioned way may be comfortable, but you can gain time and money by taking advantage of business efficiency solutions. Keep reading to learn more. 

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4 Ways to Use Technology to Improve Your Communication with Clients

By WealthCounsel Staff on Mar 18, 2022, 10:00:00 AM

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Do you consider yourself comfortable with technology? If so, you can help clients who are not. Our communications methods and preferences have changed drastically in just the past few years. The American Bar Association’s Model Rules of Professional Conduct Rule 1.4(a) requires that attorneys keep clients well-informed, and improving your communications skills through technology will assist your clients immensely. You can augment your communication skills using four types of technology: smartphones, Zoom meetings, document solutions, and social media.  

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