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Deep Dive Recap: Mastering Estate Planning Workflows

Lawmatics

In the world of estate planning, where every detail is pivotal and time is of the essence, mastering your workflows can be the linchpin to unparalleled success and client satisfaction. Watch as we showcase a real-life estate planning workflow and how to implement it into your own practice.

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Explore Ways to Navigate & Mitigate Ethical Conflicts in an Estate Planning & Administration Practice

Justia Legal Marketing & Technology blog

The law of estate administration and planning often presents complex legal issues involving members of the same family and other related individuals. This means that the conflicts issues facing attorneys practicing in the estate planning and administration space often present unique challenges for the lawyers involved.

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Justia Webinars: Empowering Women in Family Law: Strategies for Success

Justia Legal Marketing & Technology blog

CLE Webinar Details & Speaker Anna Blood is the founding attorney and CEO at Blood Law, a law firm experienced in family law and estate planning. The recording of this broadcast will also be available to Justia Connect Pro members shortly after the live event. The presentation will begin promptly at 12:00 p.m. ET/9:00 a.m.

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Justia Legal Guides: Estate Planning Legal Center

Justia Legal Marketing & Technology blog

They usually don’t think much about putting together a will or another type of estate planning instrument for their property in case they pass away. To avoid these types of outcomes, anyone of any age should consider developing at least a simple estate plan. Death seems distant to most people in their 20s and 30s.

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Most Law Firms Use Just Five or Fewer Unique Software Products, Smokeball Study Says

LawSites

Not surprisingly, the report finds that the events of the past three years have made it the status quo for law firms to embrace technology. Business, estate planning, and family law firms spent the most time in software, with about three in 10 spending 75% or more of their time using tech. Client portal, 25%. E-discovery, 22%.

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Measure Your Time, Don’t Just Track it with TimeSolv

Lawyerist

By recording time and knowing, for example, that a $10,000 flat fee estate plan takes $5,000 to prepare ( i.e. , comparing the fee charged against staff salaries and other expenses), the firm gains a profit margin “snapshot.” Hourly billers get a sense of profitability with every pre-bill, discount, or write-down they give a client.

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LinkedIn Profile Update: How to Stand Out in 4 Simple, Achievable Steps

Attorney at Work

DON’t select a photo taken at a party or social event. To illustrate, let’s look at an example: an estate planning attorney at a midsize law firm. Description 2: Attorney helping families plan for their futures, prevent conflict, and protect their assets so they can preserve their legacies. Your Background Photo.