How to Implement an Estate Planning Maintenance Program – NO KIDDING!

Blog | Client Care Academy

How to Implement an Estate Planning Maintenance Program – NO KIDDING!

This article describes the client care program model, explains how valuable it can be to both clients and attorneys, and explains, in broad terms, how to start a program and what services should be included. Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed

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