Technology, Ethics, and Estate Planning Practice Management

SKU: ETH7600

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and with Live Webinars!

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About This Course

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable you to create more robust documents at less cost and permit you to provide better service and planning to your clients. How can you adapt common tools such as calendar and billing systems to provide better communication with your clients, and better records to safeguard you as the practitioner? How may artificial intelligence change estate planning? How to use web meetings to make planning easier for elderly or infirm clients and to foster a collaborative team effort of advisers? This CLE Program will explore technology, practical practice management ideas, document retention policies, email retention policies and much more

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