Announcing Open Registration for Symposium 2020

By WealthCounsel Staff on Jan 31, 2020, 10:00:00 AM

Get your conference pass!

Symposium is a one-of-a-kind gathering of the finest minds in estate planning and business law. Featuring top-notch and practical education from leading experts in trusts and estates, unparalleled (and unforgettable) networking opportunities, and modern techniques for growing your practice, Symposium has one goal in mind: helping you achieve the practice you want.

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3 Tips to Streamline Your Drafting Process

By WealthCounsel Staff on Dec 27, 2019, 10:00:00 AM

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Drafting is a mission-critical function for all law offices, especially offices that deal with trusts and estates, elder law, and business law. Your legal documents should capture your firm’s intellectual capital and set it apart from other competitors. While drafting methods have remained relatively unchanged for decades, the increasingly hypercompetitive legal market has forced attorneys to seek out and adopt new legal technologies to streamline their drafting processes. 

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Estate Planning Essentials: Community Clauses

By WealthCounsel Staff on Nov 29, 2019, 10:00:00 AM

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Adding customized clauses and provisions to a legal document is a great way to tailor a document to a client’s specific goals and circumstances. However, creating a new provision or tailoring an existing provision for a new client can be time-consuming, not to mention risky. To cut down on time and reduce the inherent dangers of simply editing an existing document, attorneys often make the mistake of using boilerplate provisions. 

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