Estate Planning Forms Modernization: Increase Efficiency and Client Satisfaction

Using an estate planning organizer or questionnaire is ubiquitous in estate planning for all practitioners (CPAs, wealth advisers, attorneys, insurance consultants, etc.). The traditional questionnaire often remains a paper document that clients loathe to fill out and often never fully complete. The more tech advanced substitutions for the old-style questionnaire are often based on the same limited and cumbersome paper organizers. There is a better, more practical and efficient way to handle this critical task of gathering information. Streamline your process like estate planning with modernized, automated forms that enhance efficiency and improve client satisfaction. This solution leverages the power of Microsoft 365, including Power Automate, Power Apps, Forms and SharePoint, to simplify document generation, reduce manual errors, and ensure compliance. By digitizing and automating workflows, legal professionals can save time, enhance accuracy, and provide a seamless experience for clients to complete and sign digital forms—without the hassle. Whether you’re looking to eliminate redundant paperwork, securely store and access documents, or integrate digital signatures for faster processing, this solution delivers the tools you need to modernize your practice and stay ahead in the digital era.

Speakers: Harry D. Carter and Nikkia Carter of NTC Tech Consultancy, LLC with Thomas Tietz, and Martin Shenkman.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.