Document Automation for Estate Planning Attorneys

As an Estate Planning attorney, you have the ability to safeguard a client’s legacy. Protecting their assets, distributing their wealth, and preserving their values. You treat every client with care and respect, paying special attention to their needs, every step of the way.

We will cover:

  • Document assembly vs. document automation
  • Benefits of automation
  • Types of documents I can automate
  • Available automation tools

 

Thank you to our sponsor:

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