3 Ways Estate Planning Lawyers Can Save Time, Money, and Energy
Estate planning is a crucial part of life that every single person should take steps to create - no matter how much money you have and how old you are. Estate planning lawyers know how important this is and are pivotal in helping people create these plans. Estate planning lawyers help people understand the importance of ensuring:
their assets are protected
their family members and loved ones know exactly how to administer their assets
their surviving loved ones can avoid the complex legal processes that arise when someone passes without an estate plan
What many people don’t realize is that level of dedication, commitment, and guidance that estate planning lawyers undertake to ensure that their clients understand what exactly they are creating.
So, with all of the work that goes into helping people create estate plans, how can estate planning lawyers save time, money, and energy while also ensuring they provide their clients with the same high quality level of service? Find out how below:
Outsource drafting tasks to a trusted individual or service.
Estate planning clients were one of the first types of clients gigLAW brought on board. gigLAW has over two years of experience drafting all types of estate planning documents, property transfer documents (i.e., trust transfer deeds, PCORs, TTAs), guardianship documents, and estate planning letters.
Our students have an ingrained knowledge on how to adapt to each client’s specific needs to ensure we get the drafting done exactly the way our clients are looking for.
Trust who you are outsourcing to by ensuring they adapt to YOUR processes and YOUR needs.
2. Provide detailed instructions on how you want your documents drafted.
At the outset, we ensure that we understand your processes, formatting, templates, and details for each plan. The only way to save yourself time and improve efficiency, is to ensure that whoever is drafting your documents understands EXACTLY how you want them done.
Part of our services at gigLAW include creating a detailed step-by-step guideline for each individual client to ensure that our students drafting your documents are as close as possible to how you would be drafting each document. Without doing so, estate planners will often have to go back in and redo the documents themselves, costing them both time and money.
3. Clearly communicate with your drafter.
A critical point in our process is tracking questions throughout the initial round of drafting and ensuring we have clear answers from our estate planning lawyer before finalizing the documents.
This allows us to go through the documents slowly and with purpose. We understand each element we are inputting into the documents and when we don’t, we are sure to reach out to ask questions and gain clarity.
Without doing so, people will have to go back into the documents, adjust, and input information that could have been avoided if there was clear communication at the outset.
At the end of the day, estate planning lawyers can save time, money, and energy by simply choosing the best service provider or individual to help with the initial stages of drafting. To do this involves trusting that your outsourced provider will provide the highest quality work that follows your processes exactly. This is exactly what we guarantee to our estate planning clients.
What are you waiting for? Schedule a free consultation today to understand how we can adopt your processes and provide you with the drafting services you need to help your firm run more efficiently, saving you time, money, and energy.
