How I am Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planners professionals, as well as their families, finances, and our country, will continue for some time. Estate planners have an incredible opportunity to help clients through this difficult time. However, to do so, we have to address how we can operate our practices though the challenges of remote work and more. 

https://www.americanbar.org/groups/real_property_trust_estate/publications/ereport/rpte-ereport-spring-2020/how-i-am-changing-my-practice/