Document Generation

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages. In this case, however, it’s not a present or gift, but a package of estate planning documents. Most planners are familiar with preparing…

Most estate planners draft Wills as a regular part of their services.  For some, it’s always a simple “pour-over” Will intended to accompany a funded Revocable Trust, with the trust document containing the estate plan.  Other planners do…

Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice.

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other…