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A well-executed estateplan can provide peace of mind for clients and their families, but small mistakes can lead to major complications down the road. As a former trust and estateattorney and the CEO of Trustate, Leah Del Percio understands the complexities of estateplanning inside and out. ET/10:00 a.m.
As the popularity of digital wills and trusts rise, the expectations of estateplanning clients are shifting towards virtual services. With the best estateplanning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success.
If AI detects that your posts about estateplanning for small businesses get high engagement, it may suggest writing more content in that niche. Example: Lets say youre writing a blog post on estateplanning for unmarried couples.
Aging Americans often need to address distinctive concerns in areas such as health care, estateplanning, and financial management. What Does a Durable Power of Attorney Do? A durable power of attorney allows someone to act on your behalf if you lose your mental capacity. What Does a DNR Order Do?
Google also offers extensive documentation and resources for SEO through Google Search Central, including articles, FAQs, optimization guides, and a community forum. Attorney profile pages are also crucial, yet smaller firms often overlook them despite their role in establishing trust and showcasing legal expertise.
Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estateplanning and elder law attorneys.
Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows. CosmoLex Knows Documents are a Lawyer’s Lifeblood Nearly everything we do as lawyers and legal professionals gets memorialized in a document.
For example, “I help New Jersey families navigate divorce with clarity and compassion” is far more impactful than “Experienced Family Law Attorney.” LinkedIn: Excellent for estateplanning and corporate attorneys , though it can work well for all types of lawyers. Split your presence if needed.
For example, “I help New Jersey families navigate divorce with clarity and compassion” is far more impactful than “Experienced Family Law Attorney.” LinkedIn: Excellent for estateplanning and corporate attorneys , though it can work well for all types of lawyers. Split your presence if needed.
Get free e-book Is your law firm struggling to keep up with repetitive document creation? Manually drafting documents takes up valuable time, introduces the risk of error, and diverts your attention from high-value tasks. Thats where efficient law firm document automation comes in.
VoiceScript Ai.Law Elevator Pitch: Provides AI-generated litigation documents, from pleadings to discovery. We are the first AI-driven platform to focus specifically on drafting litigation documents. The substantial amount of time lawyers spend drafting documents during litigation. What makes you unique or innovative?
EstatePlanning, traditionally the domain of the legal profession, is about to be disrupted by another new entrant, Vanilla. The company seeks to enable financial planners to offer estateplanning services and documents to their clients through a network of attorneys.
For example, you could include a video explanation of complex topics, such as the difference between standard estateplans and personalized plans, making the form more engaging and understandable. Calendly also provides options for sending links to specific events, such as initial consultations or document reviews.
Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estateplanning and elder law attorneys.
As an estateplanningattorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estateplanning law firm practices. Consider cost, ease of use, compatibility with your existing software, and customer support.
estateplanning or general corporate work). In contrast, one person often can be a gatekeeper of sorts for a number of prospective targets, such as: Wealth management professionals for estate planners. Insurance brokers for employee benefits attorneys. Subscribe to Attorney at Work. You can’t predict the need (e.g.,
Topics cover: building custom estatedocuments, developing tags for easier information retrieval, and managing trust accounts to reduce risk. Before learning about “Rap on Trial: A Legal Guide for Attorneys,” I hadn’t realized how lyrics are used against aspiring rappers. Public personas on trial.
You can prepare a dynamite brief or brilliant estateplan, but if the client journey is difficult, your client still may not be happy. I’m no house-building novice — this is the eighth home we’ve built — so I understand that things don’t always go as planned and I know it’s not always the contractor’s fault. Showing Interest.
Abraham Lincoln, licensed to practice law in 1837 in Illinois, may be the archetypal general practice attorney. The Lincoln Legal Papers Project identified over 5,600 cases and nearly 100,000 documents related to Lincoln’s law practice. Commoditization of Legal Documents. All this, and he did it without a computer!
“What we’ve noticed is that there are so many of our customers who are building things that are so much more than just document automation — building full end-to-end legal products that really help scale their practices.” “That’s exactly what our customers are building on our platform,” Moini said.
Fortunately, though, your LinkedIn profile is a living, breathing document. To illustrate, let’s look at an example: an estateplanningattorney at a midsize law firm. Here are two different headline descriptions: Description 1: Associate attorney at Dewey, Cheatem, and Howe. Linkedin is important.
Forrester TEI Study: Building a Business Case for Modern Document Management. Learn about “Guidr,” a fully-digitalized estateplanning platform that incorporates you (the attorney) and your firm. How are successful organizations Making Knowledge Work? 2021 eBook: Running a Lean Law Firm.
We’ve rounded up 9 attorney TikTok accounts to give fresh ideas for your account. Is TikTok a good marketing channel for attorneys? A resounding yes, TikTok is a great marketing channel for attorneys and legal professionals. It's easier to see it than explain it, so POV: You're in Deposition, and the Attorney is a First Year.
A small law firm succession plan paves the way for stability when key leaders leave a small or mid-sized law firm, ensuring the firm thrives after founding partners are gone. In this blog, we outline essential steps to take when developing and enacting a succession plan, and how to avoid common mistakes.
Their website includes a free legal Q&A service where people can get basic answers to their legal questions from real attorneys, as well as an attorney directory and other helpful legal articles and guides. Client reviews Each lawyer profile also includes an area for clients or other attorneys to leave reviews.
As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area.
With a clear succession planning checklist and the right tools to support your transition, your firm's legacy will stand and your clients will continue to be supported. What Is Law Firm Succession Planning? Unfortunately, many lawyers will only consider succession planning when retirement gets closer. How are deadlines tracked?
Also: There are two contracts that needed to be reviewed last week that I still haven’t looked at, one client who needs revisions to his estateplanningdocuments so he can sign on Friday before he travels out of the country, and another client who is very ill and needs legal advice regarding her will.
I built a document automation app online to help people fight their tickets for free using a recent court decision that had come down in Manhattan. Download: The Complete Guide of Document Automation Software for Law Firms. It was document automation. He’s an attorney licensed to practice in California since 2011.
While most of my billing comes from traditional hourly rates for matters, I have always used flat fees for certain client demands such as residential real estate transactions and basic estateplanning. The post Ethical Considerations for Flat Fee Billing appeared first on Attorney at Work.
LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estateplanning lawyers, and its related company ElderCounsel. LEAP has developed its own document-assembly engine. “I
A product that makes time tracking simple benefits attorneys irrespective of practice area or fee structure. For attorneys who bill by the hour, easily entering, editing, and reviewing times holds obvious advantages. When the call ends, the attorney can stop the phone call timer and enter it. TimeSolv meets this need.
ShareFile is well known for secure document sharing and external collaboration capabilities. Built on that strong foundation, the newest ShareFile for legal innovations give law firms the power to create unparalleled document and client-centric efficiencies. ShareFile notifies you of newly received documents.
It may not be the best option if: Long-term relationships drive your business : Areas like estateplanning, business law, or tax law often gain clients through referrals rather than immediate search intent.
Clients have more ways to find and communicate with attorneys than ever before. For attorneys, this represents an opportunity and a challenge. As for challenges, attorneys face increased inquiries (which is wonderful!) As an opportunity, it’s easier to directly target potential clients when they need your help.
Blog prompts: Generate 10 blog ideas for a personal injury law firm based on common questions people have for personal injury attorneys Create outlines for the blog ideas above, with a title and three sections Create a conversational 500-word blog post that gives advice for women navigating child custody mediation in New Jersey 6.
Attorneys and staff track their time spent on client matters in increments (typically six-minute intervals) and charge clients based on predetermined hourly rates. Advanced technology solutions with automated time capture can even help attorneys reclaim previously unbilled time spent on emails, calls, and document preparation.
So, what should lawyers do if they begin to notice a change in a client’s behavior and become uncomfortable with the client’s ability to properly contribute to the attorney-client relationship? So, attorneys must not only provide sufficient information, but also try to reasonably evaluate the client’s comprehension of the information.
Attorneys who wait until the end of the day to record their time lose 10-15% of their billable hours , and those who wait until the end of the week lose 25%! The good news is, you don’t actually have to write the time down with pen and paper or even in Excel like the old days. Here’s a guide to how to get over that hump.
Forrester TEI Study: Building a Business Case for Modern Document Management. Learn about “Guidr,” a fully-digitalized estateplanning platform that incorporates you (the attorney) and your firm. How are successful organizations Making Knowledge Work? 2021 eBook: Running a Lean Law Firm.
Corporate lawyers working in biglaw will likely be more stressed than estateplanningattorneys in a small firm. Attorneys might feel stressed or anxious in the workplace for various reasons. Attorneys know what they need to do—and how to do it. What is stress? On the face of it, this isn’t great. Not one bit.
For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. With billions documenting their life from the banal to the audacious, these services have become a treasure trove for discovery. DocMoto is a document management system (DMS) built for law firms.
An LPMS combines a host of otherwise disparate data—emails, notes, documents, phone messages, calendar appointments, and more—under the umbrella of one collective ( e.g. , Smith v. Jones or the Thomas estateplan). If an LPMS stopped there, it would nonetheless be a boon to legal professionals.
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