Estate Planning

Estate planning is all about helping your clients manage their money (for the present and for the future). To be an estate planner is to be part legal advisor, part financial advisor, part family advisor. It is this mix of skills that draws smart attorneys to the estate planning practice. Estate planning requires a deep … Read more

Document Assembly Introduction

A quick intro to document assembly

Document Assembly Beginner’s Guide

A complete beginner’s guide – from what it is, how it works and what the process is to implement it successfully

Document Assembly Lexicon

A lexicon of the different terminology between document assembly platforms

Practice Management Beginner’s Guide

Getting your feet wet with practice management

Over the years, we’ve published a lot of (what we hope are) helpful guides for firms starting out with document assembly & practice management.