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. 

Have you recently found yourself wondering why your law firm website traffic is decreasing or you’re receiving fewer calls from prospective clients?

The reason likely lies in how artificial intelligence (AI) is fundamentally reshaping the way today’s clients search for estate planning services. 

While word-of-mouth recommendations from clients and friends can be a valuable source of new business, they do not always offer predictable growth, and they are out of your control. However, building a strong referral network and investing in reliable professional relationships are within your control and can help ensure sustainable growth and the continued success of your estate planning practice.