Technology for Estate Planning Lawyers
There is a ton of technology available to lawyers, including estate and trust lawyers. After 25 years, here are my top recommendations.
There is a ton of technology available to lawyers, including estate and trust lawyers. After 25 years, here are my top recommendations.
12 steps. Hundreds of happy clients. This is the estate planning checklist I wish I would have had when I started my practice as a young attorney.
Getting clients as a financial advisor isn’t always easy, but there are proven ways to do it. Here are our 9 favorites.
25 years of estate planning marketing, boiled down into 10 tips that you can take and start getting clients with right now.
Who you choose as your executor or trustee is the most important decision you can make while getting your affairs in order. Here’s how to make the right choice.
If you don’t properly fund your trust, all of your best-laid plans will fall into disarray. Here’s how to fund your trust the right way.
Getting your affairs in order means getting your estate organized before you pass, and it’s an extremely important process. Here’s how to get it done.
Sharing passwords after death is an important part of estate planning, and you can save your family a lot of time by planning ahead. Here’s everything you need to know.
Figuring out where to store your will sounds easy, but you have more options than you may realize. Here’s how to do it the right way.
Figuring out how to start an estate law practice can be a bit daunting, so it’s best to look to people who have done it before you. Here’s everything I know.
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Getting your affairs in order means getting your estate organized before you pass, and it’s an extremely important process. Here’s how to get it done.
Sharing passwords after death is an important part of estate planning, and you can save your family a lot of time by planning ahead. Here’s everything you need to know.
Figuring out where to store your will sounds easy, but you have more options than you may realize. Here’s how to do it the right way.
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