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Practical Steps for Going Paperless

Embracing new technology can help increase profit margins.

Technology has changed the face of estate planning and will continue to do so. It’s altered the way practitioners interact with their clients and colleagues and how they conduct business. Many interactions with clients are now through web meetings, electronic signing and remote notarization (but generally not of wills). The use of generative artificial intelligence (AI) technologies is perhaps the newest tech issue to deal with. While many firms have fully embraced a paperless (no paper)

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