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This will include special issues such as: charitable giving, trusts, tax planning, legal issues, dealing with US assets, business succession planning, retirement and financial planning, avoiding family … Beyond Counsel hits it out of the park for our practice. No matter what your legal needs may involve, a proactive strategy is best. LWP document creation software has all the templates an estate planning, elder law, and asset protection attorney needs to run a practice. The Beyond Counsel system enabled me to expand my practice into estate planning with confidence. Cloud-based will and estate planning software options like Clio let you access key estate planning case information anywhere, allowing you to meet young families at their convenience or meet end-of … A probate estate with a gross value of $500,000 would generate $13,000 in legal fees. You want to disinherit a spouse. Only 35% had a will in 2009, and only about half had any estate-planning documents at all--a will, a trust or a financial or medical power of … Estate Planning & Vault Manager is an award winning, easy-to-use, intuitive and customizable Will drafting program. An estate planning attorney can help structure your legacy and make sure that your loved ones are cared for after your death. Below, you'll find an overview of lawyer roles and considerations for creating an estate plan. A common misconception is that you only need an estate planning attorney if you're wealthy. This can include residential, commercial, and land real estate. Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. Associate Director of Education American Academy of Estate Planning Attorneys, Inc. 9444 Balboa Avenue, Suite 300 San Diego, California 92123 Phone: (800) 846-1555 www.aaepa.com Elder Law (5) Estate Planning (899) Estate Planning Documents (5) Estate Planning Education (185) Financial Analysis (2) Financial Services (1) General (19) Law Firm Marketing (276) Law Firm Net Revenue (7) Law Firm Staffing (98) Law Firm Technology (43) Law Firm Web Tips (181) Leadership (185) Legal Education (623) Marketing Tools (2) Medicaid (1) I use a program commonly used by California estate planning attorneys to create the skeleton for my estate plans, but then I tweak the documents substantially. You can share access online, assigning edit or view permissions. Free Consultation. Some attorneys and law firms aren’t quite sure about what’s ethical and what’s allowable. - California Trust and Estates Quarterly (State Bar of California, Estate Planning, Trust and Probate Law Section) - Estate Planning (WG&L) Articles: - Leimberg, Useful Suggestions for Building and Estate Planning Practice, Estate Planning, November 1998 (WG&L) - Soskin, The Client Interview: A Crucial Tool in Estate Planning, Estate
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