Your Small Business Clients Need Systems to Run at Their Best

By WealthCounsel Staff on Oct 10, 2017 9:47:11 AM

 

The reasons small businesses prosper or fail are legion, the right technology is a critical component.

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.

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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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Does Your Estate Planning Practice Offer These Key Trusts?

By WealthCounsel Staff on Jul 3, 2017 11:13:27 AM

The more trusts you have in your firm’s product arsenal, the greater your ability to tailor the right plan for your client

Do you have the tools to develop the best estate planning solution for your clients? As an estate planning lawyer, you need to be able to navigate the nuances of each case while still delivering accurate estate planning documents in a timely manner. How can you strike this balance? With document drafting software such as Wealth Docx®  it’s easy to account for the variety of trusts that clients might require.

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