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Having the right digital tools for your job helps streamline work, minimize errors, and offer the best possible client experience.  As an estate planner, using the right suite of software…

So, you’ve received a new lead interested in estate planning. You feel they’re a good match for your services, and you’re ready to get started.  This person isn’t likely an…

Client-attorney relationships can be long, especially in estate planning, and there’s no need to rush the onboarding process. It’s better to take the time necessary to help your client feel…

Roughly a third of Americans plan their estates, which should be a reassuring figure if you’re a professional in this area. That statistic implies a potential pool of tens of…

Reputation and experience are leading factors that push prospective clients to choose an attorney. If you’re trying to grow your estate planning practice, it’s wise to consider that data point,…