Having confidence in your documents is essential for a successful estate planning practice. If you make errors consistently, struggle to explain “how we do things here” to new associates or spend lots of time and energy redoing paperwork at the eleventh hour, it’s time to change. Whether you acknowledge it or not, problems processing paperwork are likely spilling over into other parts of your business and negatively affecting your practice. 

Do any of these six examples resonate and sound familiar? 

Clients come to your estate planning firm craving guidance and clarity. They want to protect their legacies, put their affairs in logical order and ensure their beneficiaries’ future. In other words, they depend on you to restore their sense of stability.