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.

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Lawmatics

JUNE 8, 2023

As an estate planning attorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estate planning law firm practices. You can help ease their worries and guide them through the process.

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NSLT

AUGUST 25, 2017

Estate Map Estate Map, a cloud-based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one’s estate plan and related information.

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NSLT

AUGUST 25, 2017

Estate Map Estate Map, a cloud-based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one’s estate plan and related information.

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Estate planning Software Attorney 40

Legal Tech Monitor

OCTOBER 25, 2023

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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Estate planning Practice management Attorney Software 52

Attorney at Work

JULY 12, 2022

Roy Ginsburg counts down 13 reasons small law firm owners have a tough time creating a law firm succession plan — and reasons to get it done. Some of my clients are estate planning lawyers. The chances are good that your loved ones will be spending money on lawyers figuring out the mess you left by not having a plan.

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Estate planning Lawyer Law firm Litigation 107

Kevin O'Keefe

JANUARY 25, 2023

Information on farm succession planning and estate planning for farmers. Succession and estate planning for Iowa farmers jumped out at me. Discussions of legal issues facing specialty agriculture, such as organic farming, genetically modified organisms (GMOs), and hemp cultivation.

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Estate planning Intellectual Property Lawyer Federal law 130

Kevin O'Keefe

FEBRUARY 27, 2024

She’s going to start an estate planning practice in Maryland with bubble pricing. Carolyn, who’s been a champion on teaching solo lawyers and running a sophisticated energy law practice, for years, is going to do something about it. Means the pricing will be displayed on the website.

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Estate planning Lawyer Law Law 130

LawSites

MAY 7, 2021

On March 17, 2021, the court entered orders approving two ABS entities: Trajan Estate, LLC , a legal service provider focused on estate planning. The two principles are Kent Phelps, an Arizona lawyer since 1996, and Jeffery B. Junior, CEO of Trajan Wealth, a company that provides financial services to consumers.

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LawSites

DECEMBER 7, 2023

Shariawiz , the leading faith-based Islamic estate planning online portal designed to make estate planning for American Muslims easy, accessible, affordable, and secure, is rolling out the first Sharia-compliant prenuptial agreement in December 2023. It’s expected to go live in Q1 of 2024.

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Justia Legal Marketing & Technology blog

DECEMBER 22, 2023

Three Most Active Practice Areas By State – Q3 2023 Alabama Alaska Arizona Real Estate Personal Injury Family Law Landlord-Tenant Real Estate Law Employment Law Criminal Law Small Claims Criminal Law Arkansas California Colorado Criminal Law Landlord-Tenant Family Law Family Law Family Law Landlord-Tenant Real Estate Law Criminal Law Child Custody (..)

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Justia Legal Marketing & Technology blog

FEBRUARY 13, 2024

A scammer also may prey on an elderly person by building a friendly relationship with them before cajoling them into making the “friend” an heir or beneficiary in an estate planning instrument. A child may want to support a parent in the estate planning process by helping them understand how instruments like wills and trusts work.

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Justia Legal Marketing & Technology blog

JUNE 26, 2023

Alabama Alaska Arizona Personal Injury Real Estate Law Family Law Family Law Environmental Law Civil Litigation Estate Planning Land Use and Zoning Criminal Law Arkansas California Colorado Family Law Family Law Family Law Criminal Law Criminal Law Child Custody Immigration Law Landlord-Tenant Estate Planning Connecticut Delaware District of Columbia (..)

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Estate planning Lawyer Intellectual Property Bankruptcy 88

LawSites

DECEMBER 31, 2021

Learn about “Guidr,” a fully-digitalized estate planning platform that incorporates you (the attorney) and your firm. Unlike other online planning platforms, Guidr allows you to provide online document creation and your traditional estate planning services simultaneously.

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Legal IT Professionals

APRIL 9, 2024

Arken, a pioneering legal technology platform which revolutionises how the world manages estate planning, announces its selection as a finalist in two prestigious categories at the upcoming National Technology Awards taking place in London in May this year.

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Technically Legal

MAY 9, 2024

The Commons Law Center helps out people facing evictions, have family law issues or need help with wills and estate planning. Kamron initially planned to pursue a career in finance but pretty quickly figured out that her empathy and concern for others probably might not jibe with a Wall Street career.

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Estate planning Law firm Law Law 111

Attorney at Work

FEBRUARY 25, 2022

estate planning or general corporate work). It echoed one of the principles I try to reinforce with lawyers: “Know the people who know the right people.” ” So often, lawyers struggle to find targets for business. Challenges can include: Everyone is a potential target (e.g., You can’t predict the need (e.g.,

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Estate planning Legal advice Attorney Lawyer 134

Attorney at Work

AUGUST 24, 2021

A client executive is relocating and looking for a real estate agent. A neighbor is looking for an estate planning lawyer. A referral source is seeking speakers for a seminar. A client bank is evaluating new software systems. An accountant referral source wants to join a club. A client’s daughter is looking for an internship.

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Lawyer Estate planning Software Attorney 136

Attorney at Work

AUGUST 16, 2022

You can prepare a dynamite brief or brilliant estate plan, but if the client journey is difficult, your client still may not be happy. I’m no house-building novice — this is the eighth home we’ve built — so I understand that things don’t always go as planned and I know it’s not always the contractor’s fault.

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Justia Legal Marketing & Technology blog

SEPTEMBER 28, 2023

The chart below illustrates which practice areas in each state received the most questions from our users between April 1 and June 30 this year: Alabama Alaska Arizona Real Estate Law Employment Law Family Law Family Law Bankruptcy Child Custody Criminal Law Consumer Law Criminal Law Arkansas California Colorado Criminal Law Family Law Family Law Real (..)

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Estate planning Lawyer Bankruptcy Intellectual Property 98

Martindale-Avvo

MARCH 20, 2023

Palumbo Belkis Plata, Partner at Plata Schott Law Laura Poché, Poché Estate Planning Law Firm R Wayne T. H Joe Hariton, Founder at the Law Offices of Joe Hariton John Hongs, Principal at Westminster Legal Group, LLC L Diane Lowe, Principal at Lowe Law L.L.C. Palumbo, P.A. at the Law Offices of Mary V.

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Attorney at Work

JUNE 26, 2022

To illustrate, let’s look at an example: an estate planning attorney at a midsize law firm. Description 2: Attorney helping families plan for their futures, prevent conflict, and protect their assets so they can preserve their legacies. When you write this statement, do not merely list your position.

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Estate planning Dispute resolution Attorney Lawyer 134

LawSites

MAY 16, 2023

Business, estate planning, and family law firms spent the most time in software, with about three in 10 spending 75% or more of their time using tech. PI and real estate firms spend the least time in software, 10% or less of their day. say they spend only 10% of their day using tech, and another 25.5%

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Attorney at Work

FEBRUARY 8, 2022

It is a realistic prediction that we’ll live in a world where thousands of estate planning lawyers work for Fidelity, and hedge funds run the most significant plaintiff tort outfits. I have no doubt that nonlawyers will be a heck of a lot more innovative when they’re in charge. Will any of this improve access to justice?

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Law firm Estate planning Law Law 125

Legally Speaking

MAY 21, 2023

She founded Goldberg LLP , a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. You can catch Rob and Natalie Goldberg talking about: The high-level definition between estate planning, wills, trust, asset protection, elder law, and wealth preservation.

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Estate planning Legal software Legal software Software 58

Justia Legal Marketing & Technology blog

MARCH 11, 2024

CLE Webinar Details & Speaker Anna Blood is the founding attorney and CEO at Blood Law, a law firm experienced in family law and estate planning. Join us today to see how you can push yourself to success in spite of the obstacles before you!

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Estate planning Law Law Legal education 95

Justia Legal Marketing & Technology blog

MAY 18, 2023

Estate planning also may raise sensitive issues involving a beloved pet. If a legal issue involving a pet comes up in the context of a divorce or estate plan, you may want to promptly bring that issue to the attention of the attorney advising you.

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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.

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Estate planning Court Lawyer Defendant 112

Attorney at Work

FEBRUARY 9, 2022

Litigation for auto dealers in Detroit, corporate work for dentists in Chicago, and estate planning work for young families in Charlotte are all multimillion-dollar niche opportunities. This is scarcity thinking. Even the seemingly smallest markets offer big opportunities.

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LawSites

APRIL 6, 2022

LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estate planning lawyers, and its related company ElderCounsel. already included a significant number of estate planning lawyers.

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Justia Legal Marketing & Technology blog

NOVEMBER 20, 2023

Between July 1 and September 30, 2023, lawyers focusing in these practice areas most frequently claimed their Justia Profiles in the Justia Lawyer Directory: Personal Injury , Business Law , Family Law , Criminal Law , Estate Planning , Divorce , Real Estate Law , Probate , DUI & DWI , and Employment Law.

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Lawyer Estate planning Attorney Law 98

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.

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Legal Tech Monitor

FEBRUARY 7, 2024

The pandemic forced estate planning attorneys to adapt, leading to the unexpected benefit of building more efficient and rewarding practices. This sparked the 2-Hour Lifestyle Lawyer™ movement, which emphasizes leveraging technology and streamlining tasks to free up time for client relationships and personal life.

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Estate planning Lawyer Attorney Law 52

NSLT

MAY 15, 2023

As you know, legal services are typically document intensive and often, the service rendered is the document itself (estate planning documents, purchase contracts, leases, etc.). Even in practice areas where the document is not the final product (such as litigation), most of the work still involves creating documents.

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ABA TECHSHOW

FEBRUARY 6, 2024

Used by 60,000+ legal professionals worldwide, LEAP offers best-in-class legal drafting for estate planning via the WealthCounsel integration in LEAP. LEAP Legal Software, Booth 509 Recent/Relevant News LawSites + Law360 : “LEAP Legal Software Names Legal Tech Veteran Misti Holmes As Chief Operating Officer for the U.S.”

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Legal software Legal software Estate planning Software 45

Justia Legal Marketing & Technology blog

AUGUST 16, 2023

In the second quarter, lawyers in these practice areas most frequently claimed their Justia Profile: Personal Injury , Criminal Law , Family Law , Business Law , Estate Planning , Divorce , DUI & DWI , Real Estate Law , Probate , and Medical Malpractice. Where Did the Lawyers in the Justia Lawyer Directory Attend School?

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Lawyer Estate planning Attorney Law 97

Attorney at Work

MAY 20, 2022

While it may not be cost-effective for an attorney to simply draft a basic will or contract, that attorney becomes a trusted advisor when reviewing an estate plan or a real estate transaction, giving clients confidence that a particular contract or transaction is in their best interest. . Practicing Law on Internet Time.

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