Improve Efficiency
Our GOAL is that when you prepare a Will, Power of Attorney or Living Trust you will not need to answer more than 10 QUESTIONS for each document, 80% of the time. This GOAL is accomplished by using our Scenario Builder and Online Questionnaire.
How do I survive in a legal industry where ALL the trends are negative…
- The number of attorneys is at an all-time high…too much supply
- Demand for legal services is flat and falling
- Online automation is stealing clients from “human” firms
- Productivity and realization rates are plummeting
Straight Forward Documents
The Practical Planning System uses language that you and your estate planning clients will understand.
Our Clients
For several years I have enjoyed using the Practical Planning System. It has helped me produce wills and trust documents that I am proud to present to my clients and that I feel are substantively sound and appropriately customized for my client’s situation. The support I have received from the Practical Planning System has been extraordinary. They respond promptly and help with updates efficiently. They are courteous and helpful, never impatient or condescending.
Because of decline in my main area of practice, I have expanded my practice into estate planning. Practical Planning System has enabled me to do that with confidence and a minimum re-tooling of legal skills and documents. But more importantly, they have helped me design and implement marketing campaigns to develop my practice in estate planning.
Practical Planning allows me to produce customized high quality will and trust documents for a variety of clients in record time. The estate planning software’s decision trees insure that I will not miss any issues, and the templates insure that my estate planning documents contain up-to-date, clear language.
The Practical Planning System gives me the confidence that my estate planning documents are up to date. That saves me hundreds of hours of time I would otherwise have to devote to updating my will and trust documents. At the same time I have lowered my estate planning malpractice exposure. The customer service is incomparable with any entity I have dealt with before. Because of the high degree of automation and the flexibility within the Practical Planning System I can produce with one employee the same work that used to require three employees.