Planning Client Estates
Covid 19 made many more aware that life is fragile. Lawyers can take advantage of this heightened sense of mortality by reminding clients to create or update estate plans. The benefits of an estate practice include appreciative clients, easy referrals, growing demand, and a harmonious work-life balance. Use the following tips and resources to start an estate practice or expand an existing one. Competing for Clients Attract clients by networking with accountants, insurance professionals, and wealth planners. Communicate your availability by writing articles for local newspapers and making presentations to clubs, religious groups, and other organizations. Add content to your website explaining how your services fit the estate planning needs of clients. Consider focusing on an affinity group like elderly, young parents, or veterans. Developing Forms Develop a forms library using print and online sources. Use Microsoft 365, Google G Suite, or drafting software to autom...