Free Webinar: Make More Money: Automating Drafting Estate Planning Documents

Date and Time: August 9, 2022 4-5pm ET Register Here

Course Description: You CAN automate drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes will) make you more efficient, more effective, more profitable, and permit you to concentrate on what you enjoy most, legal work, not proofreading, administration and other less profitable and less pleasant tasks. Automation can provide incredible economies of scale. If you have six partners in three offices, and each office uses their own forms, consider the time spent by each of the three groups updating forms, the inefficiencies of attorneys in one office working on client documents prepared by attorneys in another office? Consider the increased profitability of having uniform documents? Eliminate the risk of having wrong client names or identifying information in documents. Eliminate any repetitive entry to client, family and other data. Reduce malpractice risks. We know you LOVE your forms, but how many people are involved on a regular basis in updating them. If you use document generation software, not only does the software company update forms regularly, advised by a large national editorial advisory board, but thousands of colleagues around the country regularly work with the forms submitting corrections and recommendations. If you have one or more niches of clients automatic the process and documents for each niche can substantially increase profitability. Have you really evaluated the total actual costs (including indirect costs) of using manual documentation? In a malpractice case can plaintiff’s counsel discover the clauses others in the firm use and if they are different what can you do to defend the claim? Automation will facilitate leveraging the highest and best value of more experienced attorneys. There are also very different approaches to drafting in documents using document generation software.

Handouts

Handout 1

Speakers: Deirdre R. Wheatley-Liss, Esq. and Martin Shenkman, Esq.

*There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar

*This may constitute attorney advertising.