The Hidden Cost of Messy Workflows – Delays, Stress, and Unhappy Clients Estate planning practices manage some of the most important and sensitive work for clients: preparing for the future and protecting legacies. Having good estate planning law practice workflows is vital for smooth operations. However, in many firms, chaotic
Medicaid and asset protection planning requires precision and expertise. Attorneys must abide by the federal and state rules and create tailored strategies for each client. Strategic Trust and Estate Planning Software (STEPS™) by Lawyers With Purpose® offers a specialized solution to simplify these challenging tasks, providing attorneys with the tools
Adapt or Fall Behind: Why Keeping Up with Technology Is Non-Negotiable for Estate Planning Attorneys
The legal industry isn’t known for rapid innovation, but times are changing—and estate planning attorneys who don’t keep up risk losing clients to more tech-savvy competitors. From estate planning drafting software to client communication tools, technology is no longer a luxury; it’s a necessity. This article explores why staying current
Estate planning attorneys often invest in drafting software to save time or improve accuracy. But there’s a bigger question that’s rarely discussed: Can drafting software actually increase your law firm revenue? Spoiler: It can. But not in the ways you might think. In this article, we break down the surprising
Walk into a room full of estate planning attorneys, and you’re bound to hear one heated topic of conversation: drafting software. From comparisons of templates to claims about automation, it’s clear this isn’t just a tool; it’s a battleground for productivity, efficiency, and reputation. But why is the debate so
Long-term care is a pressing concern for many clients of estate planning attorneys, elder law practitioners, and financial advisors. With the rising costs of care and the aging Baby Boomer population, the importance of Medicaid as a financial safety net cannot be overstated. This comprehensive guide will equip estate planning
On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a preliminary injunction halting the nationwide enforcement of the Corporate Transparency Act (CTA) and its related regulations. The court found that the CTA is likely unconstitutional, as it exceeds Congress’s authority. While this is not
If you’re a service based business, such as an estate planning attorney with a law firm, then you need to have a Google Business Profile. Without one, you’re leaving money on the table. Most people tend to search for services in their area, and more often than not, the Google Business Profile of reputable companies tends to appear high up on the search results.
A recent survey found that 89% of cryptocurrency owners are concerned their families may struggle to identify and access these assets after their death. As estate planning attorneys, it’s important to understand how to effectively incorporate digital assets into your clients' estate plans. Through insights from Brittney Shearin, ESQ., Head of Product & Legal Technical Attorney for LWP, we will explore essential topics that can help attorneys confidently work this emerging area and better serve their clients who might want to include crypto assets in their wills or trust. Here’s what you need to know about helping clients secure their financial legacies when it comes to cryptocurrency.
At Lawyers With Purpose (LWP), we recognize that your law firm is more than just a practice; it's a business. Without robust workflows, chaos can reign supreme. This is where LWP's cloud-based systems come into play, allowing you to build a fail-safe practice that reduces mistakes, enhances efficiency, and frees up your valuable time. This enables you to focus on what truly matters: acquiring new clients and enjoying a fulfilling work-life balance. This blog will explore how FLOWS™ within Actionstep can elevate your practice, leading to greater efficiency and client satisfaction.
Having an online presence in the area or region in which you serve is much-needed for law firms of all sizes, particularly those specializing in estate planning. As potential clients increasingly turn to the internet to find legal services, the significance of regional search engine optimization (SEO) cannot be overstated.
For our aging society, the importance of proper asset protection cannot be overstated, particularly concerning long-term care needs. A Medicaid Asset Protection Trust (MAPT) is essential for individuals looking to secure their assets while qualifying for Medicaid benefits. This blog will look into the functionality, benefits, and specific features of MAPTs, particularly our innovative iPugⓇ (Irrevocable Pure Grantor) Trust, which stands out for its flexibility and popularity in Medicaid planning.
