Document Estate planning Legal advice 
The Law Product Makers blog
OCTOBER 4, 2021
Estate Planning, traditionally the domain of the legal profession, is about to be disrupted by another new entrant, Vanilla. The company seeks to enable financial planners to offer estate planning services and documents to their clients through a network of attorneys.
Attorney at Work
FEBRUARY 25, 2022
estate planning or general corporate work). Here are some ideas for building relationships with potential referral sources : Introductions: Set up a meeting to discuss your respective client lists and plan introductions. Legal advice: Provide second opinions or quick reviews of documents at no charge.
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Attorney at Work
SEPTEMBER 24, 2021
Also: There are two contracts that needed to be reviewed last week that I still haven’t looked at, one client who needs revisions to his estate planning documents so he can sign on Friday before he travels out of the country, and another client who is very ill and needs legal advice regarding her will.
Clio
JULY 3, 2024
They were acquired by Thomson Reuters in 2001 and have since grown to become one of the top legal marketing and lead generation services for lawyers. Exclusive leads are probably more likely to convert into clients, but the tradeoff is that they are also more expensive.
Attorney at Work
OCTOBER 11, 2022
While most of my billing comes from traditional hourly rates for matters, I have always used flat fees for certain client demands such as residential real estate transactions and basic estate planning. ANSWER: While most lawyers and clients are accustomed to the traditional billable hour, other pricing options do exist.
Rocket Matter
SEPTEMBER 26, 2023
With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.
Lawmatics
FEBRUARY 28, 2023
Disclaimer about disclaimers It is worth noting that all of these lawyers have disclaimers in their bio, or they deliberately state that their video responses do not constitute a legal representation and should not be interpreted as such. Add a disclaimer if you're putting anything close to legal advice on the internet!
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