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Essential Tools for Virtual Estate Planning Attorneys

Clio

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!

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Client Intake Form

Lawmatics

This intake form typically includes detailed questions about an accident or injury, such as the date, time, and location of the incident, the nature of the injuries sustained, medical treatment received, insurance information, and potential witnesses. Estate planning intake form. Family law intake form. Accessible.