Systems and Workflows
How to Implement an Estate Planning Maintenance Program – NO KIDDING!
Within the next ten years, the estate planning maintenance program model will become the industry standard. With the economic, cultural and estate tax law changes occurring at an alarming pace, a maintenance program is no longer just a “good idea”. It is an essential element to having an estate plan work at death. Furthermore, from the law firm’s perspective, the annual maintenance program can create a financially viable and vibrant estate planning practice that will thrive and prosper during recessionary periods and in the face of uncertainty in the estate tax laws.
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A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!
The law changes of 2010 and 2011 provide a unique opportunity for the estate planning firm to transform the way estate planning is done.Learn More
Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning Maintenance/Updating ProgramLearn More
Adding Maintenance Elements to the Estate Plan Checklist
WealthCounsel's legal education has suggestions for a maintenance checklist that can be added to clients' estate plans.Learn More