Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Learn more here!

Estate planning 52

Estate planning Attorney e-filing Document automation 52

MatterSuite

FEBRUARY 27, 2024

Ensuring Legal Compliance in Webinar Content Legal professionals must be vigilant in ensuring that webinar content adheres to ethical and legal standards. Addressing legal compliance within the content itself ensures that the information shared is accurate, reliable, and aligns with the professional standards of the legal industry.

Law firm 52

Law firm Intellectual Property Estate planning Law 52

MatterSuite

FEBRUARY 27, 2024

Ensuring Legal Compliance in Webinar Content Legal professionals must be vigilant in ensuring that webinar content adheres to ethical and legal standards. Addressing legal compliance within the content itself ensures that the information shared is accurate, reliable, and aligns with the professional standards of the legal industry.

Law firm 52

Law firm Intellectual Property Estate planning Law 52

Lawmatics

JULY 9, 2024

Estate planning intake form. An estate planning intake form would focus on gathering information about the client's assets, beneficiaries, and wishes regarding the distribution of property, as well as preferences for guardianship, healthcare directives, and powers of attorney. Legal and ethical compliance.

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40