Client Care Maintenance Program Articles


Begin With The End In Mind

One of the crucial questions attorneys ask when considering a client maintenance program is "What services should be included?" Many firms have delayed, suspended or terminated implementing an updating program because they are unsure of the services they should provide...
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Client Maintenance Academy™, as featured in Elder Law Answers

Bonazzoli has identified the "Seven Sources of Revenue" that a client maintenance program generates, and over the last ten years his firm's own program has averaged a better than 93 percent renewal rate, including more than 97 percent in 2008 in the teeth of the Great Recession...
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How to Implement an Estate Planning Maintenance Program

Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed and outdated estate plans will cause a significant percentage of those dollars to be unnecessarily diverted to lawyers, probate courts and the state and federal government in the form of higher than necessary fees, costs and estate taxes...
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New Estate Planning Model Takes Care Of Families

Clients look to an estate planning attorney to create a plan so that their affairs are in order. They desire to leave their family in good financial condition, without difficulties and with family harmony intact. Clients do not come to the attorney to simply receive documents or technical legal advice...
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The Family Meeting

An estate plan will more likely accomplish a client's goals if the client is properly educated about estate planning, knows the mechanics of and regularly reviews his plan, updating it as necessary. Despite his understanding and knowledge, however, the client will not be there to actually implement the plan after death...
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Valuation of a Law Practice Employing a Client Maintenance Program

Professional practices are valued based on intangible assets instead of tangible assets. Therefore, their value tends to be very dependent on earning capacity...
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