Kickstart Your Estate Planning Maintenance Program in 2012
Increasing Business
Have you talked to your clients about your estate planning maintenance program all year and are now wondering how to deliver on those promises? Many firms we work with feel overwhelmed by the “getting started”...
Estate Planning Maintenance Programs: What Works and What Doesn’t
Increasing Business
As year-end approaches, the buzz around estate planning maintenance programs grows. Attorneys are focused on either improving their existing programs, creating new ones, or figuring out how to get one started. We work with numerous...