It’s a vicious cycle for estate planning law firms. You start off the year networking like crazy, spending a lot of time outside of the office, and then get slammed with a lot of work….but while you and your team are busy catching up, the number of appointments in your calendar begins to slow down…so
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Back-to-school means different things for different people. For college kids, it’s back to studying and catching up with their friends. For younger students, it’s time to show off how tall they got over the summer or a new wardrobe (or phone). For estate planning attorneys, it’s time to prepare for other end-of-year traditions: Clients who
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In three clicks, your potential clients can find more estate planning law firms than they know what to do with. They can also download documents that, to the untrained layperson, appear to solve the entire estate planning problem. We can help set your law firm apart, with the Client Care Academy. Your competition is tough, but a
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Clients want their estate plan to be a set-it-and-forget-it, one-time transaction. They have to really “get” why updating an estate plan on a regular basis is important—and they have to get to this on their own. We train attorneys in how they can get clients to this answer in the Client Care Academy. It’s harder than you’d
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