Technology, Ethics and Estate Planning Practice Management

Jonathan Blattmachr and Peter Fidler will co-present this discussion of 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 webinar will explore technology, practical practice management ideas, document retention policies, email retention policies, marketing and much more.