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Incorporating Technology Into Your Practice

Make your firm more efficient, profitable and rewarding.

Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more efficient research and drafting. But, the reality is that many practices haven’t yet transformed themselves to take advantage of technological changes.1 These firms likely have experienced


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