Should Estate Planning Attorneys Send Drafts to Clients Before Signing?

By WealthCounsel Staff on Aug 7, 2026, 9:00:00 AM

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Written by Kristina Schneider, MBA, and Yvonne Eckert, JD

 A question we hear all the time is whether to provide clients with drafts of their estate planning documents prior to execution. To help you weigh your options, let’s look at the pros and cons of sending drafts to clients before the signing meeting versus reviewing them with clients during the signing meeting. 

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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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Work-Life Balance: Is It Really Possible?

By WealthCounsel Staff on Sep 17, 2021, 10:00:00 AM

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Work-life balance sounds like one of those goals that everybody strives for but nobody can achieve. The stresses of the COVID-19 pandemic have stretched us to the point where work-life balance seems like a pipe dream—or even a cruel joke. But what if you really can achieve it?

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