Best Estate Planning Software For Lawyers?

Although I’ve written about this topic before, I thought it would be helpful to repeat the question for those who are new to thinking of estate planning. Since there are so many different types of wealth management plans, how do you pick one that will be best suited to your needs? There is no magic answer. What might work well for someone else may not fit your situation at all. The first thing you need to think about is what type of assets you have and how they might change over time. Do these changes include an increase or decrease in family size? How long has the plan been active? These factors can help guide where you should begin looking for a legacy planning tool. But remember, don’t just use any old software program because it sounds good on paper!

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