Notes for estate, trust and probate groups on using software carefully, with attorneys deciding and families informed.
What we are learning about agent-assisted paperwork in estate practices, written for the staff and the families they serve.
One estate, one inventory, traced from the first call to the letter that closes the file.
Read more →Funding, pour-over, letters testamentary and four more, translated into the work an agent prepares for attorney review.
Read more →A plain-language page your firm can give clients, explaining what an agent does on their file, who reviews it and what stays with attorneys.
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