How do Estate Planning Attorneys cut 90% of the time it takes to draft their clients’ documents?

Think about your last client’s Estate Plan you created. If you are like most Estate Planning attorneys, you likely took a previous client’s documents and started to copy and paste the new information.

It may only seem like it is taking a short time to do the copy and paste process.

But what about:

  • Frustrations with keeping up with your clients’ plans
  • Needing to go into each and every document and copy and paste the same information
  • Time taken reviewing and re-reviewing to ensure everything is right
  • New staff members that need to be trained on how to draft documents