Webinar: Tech, Remote Work and More: What Estate Planners Need to Know Now

How to work remotely – lots of practical tips from estate planners (with different views and approaches) and a tech expert to help you now. How to build an electronic filing system you can rely upon; paper reduction (not elimination); hardware, software and protocols necessary for less paper and an electronic filing system; methods for remote access to office/electronic files. Mobile hardware recommendations for laptop, tablet, etc. How to determine if you need a file server; what to look for in laptop configurations (a lot has changed in the last 5 years); portable printers, scanners, multifunction options. Mobile communications – how hosted VoIP works. Web meeting platforms. Webcam options and portable video conferencing systems. Secure instant messaging. Virtual receptionist services. Billing accounting via remote access. Be more self-reliant drafting with: templates, Word’s built-in automation functionality, document assembly, and speech recognition. Using case management systems Sign documents remotely. Security and protecting client data when working remotely: device encryption, WiFi encryption, home router encryption, password managers, encrypted flash drives and external hard drives, 2FA, required security policies, backup, and privacy issues. Cloud concepts: software-as-a-service and hosted servers. How to keep traditional server-based software but have it optionally delivered to you via the web. Home workspace – elements for building it out.

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