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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 allows you to find and retain clients, correctly and easily create legal documents, and ensure you never miss an important detail.  This guide highlights and…

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 expert on estate planning, but you are—which means that, during the first phases of your client-attorney relationship, you’ll have to share a good deal of…

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 the confidence and comfort that’s central to a productive, pleasant process.  With these six steps to onboarding new estate planning clients, you’ll instill trust and…

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 millions of clients. The question is how to tap into that pool, drawing interest to your services and establishing yourself as the premier practice in…

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, as it’ll be key to your strategy.  Growth tactics focused on highlighting your expertise and boosting your reputation can garner trust among leads. These five…