Best Technologies for Practice Development

SKU: EPP008

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About This Course

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. And with COVID-19 still raging in many areas, more practitioners are working remotely.

This panel will explore the many technological changes affecting estate planning.

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