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There is a ton of technology available to lawyers, including estate and trust lawyers. Whether you are looking to increase efficiency in your workflow or just convenience in your daily work life, there is a tool for almost everything. Systems to mana…
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If you’ve practiced estate law even for just a few years, you know every client is unique in some way. Each client has different types and amounts of assets, different family dynamics, and different attitudes. It’s these differences – and t…
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You know you can do the work, it’s getting the work that’s the challenge. Believe us, we know that feeling. We’re going to show you 8 exact ways you can get clients as a financial advisor. These ideas are super grab-and-go — you can take thes…
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All estate plans require that you designate someone to handle financial matters upon your incapacity or death. Whether you are single or married, have a modest estate or millions, the most important estate planning decision you will make is choosing…
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As much as attorneys would like to focus on only doing billable work, marketing is a constant in any entrepreneurial role, and you need to view investing time into growing your estate planning practice as an integral part of your weekly to-dos. The B…
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In order for your Revocable Living Trust to carry out your estate plan, you must legally transfer all your property, assets, and accounts to it. This is a critical step to finalizing your Trust. We’re going to briefly cover what a trust is and then…
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The phrase “get your affairs in order” probably makes you think of death, but that’s actually not when or why most people do it. Death is a common motivator, and people often become motivated to organize everything when they lose a friend or fa…
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It’s not the most fun thing to think about, but an increasingly important part of getting your affairs in order involves figuring out what to do with all your digital assets and online accounts when you die. And what does every account require? A p…
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Creating a will or trust can be a laborious process. There’s a lot to think through: who gets what, when they get it, and how that happens. And there is a ton of related paperwork. You must keep these documents in a safe place, be sure you don’t…
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Congratulations. You’ve graduated from law school and passed the bar. Now you’re debating between working for a firm or starting your own practice, and there are a lot of factors to consider. There are about 90 unique practice areas, and you only…
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