Using Technology For The Modern Estate Planning Practice

As push back from prospective clients grows, the time allocated to drafting documents, and handling paper in the estate practice, will have to be reduced in order for attorneys to remain profitable. Increasing automation of the estate planning practice is only part of story. There will have to be other operational efficiencies incorporated into the process, and in some cases, a rethinking of the planning process. Many clients are quite tech savvy and expect you to mirror their savviness. In the age of “LegalZoom,” some clients will view what is required for estate planners to generate estate planning documents as being far simpler and quicker than it actually is.

https://www.americanbar.org/groups/real_property_trust_estate/publications/ereport/rpte-ereport-summer-2019/using-technology-for-the-medern-estate-practice/