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The Estate Plan Drafting Workflow Of The Future
In my experience, it’s not drafting that slows estate planning down. It’s everything that happens before drafting ever begins. Most estate planning attorneys don’t spend hours writing documents because they enjoy it. They…
How to Design a Client-Friendly Estate Planning Intake Form (With a Real-World Case Study)
When clients don’t finish your intake form, the problem usually isn’t them. It’s the form. Owning that fact was a turning point for me in my own estate planning practice. Static, dense questionnaires…
Stop Copy-Pasting Clauses: How Deterministic Drafting Protects Your Work Product
Every time I tried the copy-paste approach, I had a good reason. Usually the reason was to save time. I’d open a document labeled something like, “Smith Family Trust – FINAL_FINALv3.docx,” duplicate it,…
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