The right estate planning software makes your work easier and helps your practice thrive. (Or at least it should, in theory!) Why, then, do so many estate planning attorneys find their new software not only less than helpful, but exasperating?

Your estate planning clients depend on you to conform to all laws and minimize their tax burdens and vulnerabilities. Of course, tax laws will change over time, as will your clients’ situations, values and needs. So estate planning is never really “done done.” Instead, the process is effectively fluid until your client’s death. 

The “vision thing.” The purported lack of it helped keep President George H.W. Bush from proceeding to a second term. It’s a given that successful people have a vision – or so it seems. But if you don’t have a clear vision for your estate planning practice, and it’s gnawing at you, don’t despair.