Systems and Workflows

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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