As much as we can write about changing systems and can encourage you to start your own client care program, it ultimately falls to you to make sure you implement it honestly. It is easy to fall into old paradigms by telling yourself you are doing things differently. For instance, the manner in which we
Read More...
Death: an uncomfortable topic for most. As estate planning attorneys it is our job to drag clients into morbidity and push them to consider what will happen to their family and their legacies once they die. Of course, in doing so, we hit resistance. Clients believe documents are the one stop estate planning solution; this
Read More...
It is easy for a client to assume you know best, and as a lawyer, it is easy to assume so as well based on a few keys pieces of information gleaned from a personal information form. Yet, if you don’t get to know each client and their family on a personal level beyond the
Read More...
The internet is a wonderful resource, but in the world of law, it becomes a double-edged sword. Clients are simultaneously more educated and educated to a point where they feel they need an expert less and less. Some even decide to become do-it-yourselfers with online tools. Clients are overloaded with information about estate planning when
Read More...
