A recent survey found that 89% of cryptocurrency owners are concerned their families may struggle to identify and access these assets after their death. As estate planning attorneys, it’s important to understand how to effectively incorporate digital assets into your clients' estate plans. Through insights from Brittney Shearin, ESQ., Head of Product & Legal Technical Attorney for LWP, we will explore essential topics that can help attorneys confidently work this emerging area and better serve their clients who might want to include crypto assets in their wills or trust. Here’s what you need to know about helping clients secure their financial legacies when it comes to cryptocurrency.
At Lawyers With Purpose (LWP), we recognize that your law firm is more than just a practice; it's a business. Without robust workflows, chaos can reign supreme. This is where LWP's cloud-based systems come into play, allowing you to build a fail-safe practice that reduces mistakes, enhances efficiency, and frees up your valuable time. This enables you to focus on what truly matters: acquiring new clients and enjoying a fulfilling work-life balance. This blog will explore how FLOWS™ within Actionstep can elevate your practice, leading to greater efficiency and client satisfaction.
Having an online presence in the area or region in which you serve is much-needed for law firms of all sizes, particularly those specializing in estate planning. As potential clients increasingly turn to the internet to find legal services, the significance of regional search engine optimization (SEO) cannot be overstated.
For our aging society, the importance of proper asset protection cannot be overstated, particularly concerning long-term care needs. A Medicaid Asset Protection Trust (MAPT) is essential for individuals looking to secure their assets while qualifying for Medicaid benefits. This blog will look into the functionality, benefits, and specific features of MAPTs, particularly our innovative iPugⓇ (Irrevocable Pure Grantor) Trust, which stands out for its flexibility and popularity in Medicaid planning.
WP member, Jeffrey Bellomo, talks about the workshop benefit for your community. View the video on Youtube here. You can also learn what he discusses community impact of workshops by reading our blog post below:
At Lawyers With Purpose, we stress the importance of turning your law firm into a business, and give your handy tools, trackers and calculators to teach and show you how to become more purposeful and profitable. We use proven tactics that will not only help you market your estate planning services in various ways. All in the hopes of getting you more qualified leads.
Document drafting is the backbone of estate planning, translating your clients' wishes into legally sound instruments that ensure their intentions are carried out to the letter. Whether you’re meticulously crafting each document by hand or leveraging the efficiency of automated software, the stakes are high—errors can lead to unintended consequences that may jeopardize an entire estate plan.
At Lawyers With Purpose, our success is deeply rooted in a set of core values that shape both our personal and professional lives. These guiding principles are more than just ideals—they are the bedrock of our community and the key to building a thriving law firm. Here’s how our unique set of core values—Open, Curious, Aware, Collaborative, Adaptable, and Generous—can drive your firm’s success.
Estate planning is a quickly changing field, constantly influenced by updates in elder law, tax law, and family law. At Lawyers With Purpose (LWP), our Monthly Member Training Roundtables provide an invaluable resource, equipping attorneys with the knowledge and tools to learn about these changes effectively.
At Lawyers With Purpose, we are committed to continuously improving our offerings based on member feedback and legal developments. Our new LWP STEPS™ platform represents a significant advancement in estate planning technology, designed to help our members stay ahead in a competitive field. Don’t miss out on the benefits of early adoption—sign up today and take your practice to the next level.
Looking to capture more law firm reviews? If you have a digital footprint, online reviews are needed for the success of any law firm, especially those specializing in estate planning. Service-based businesses often thrive on word of mouth and testimonials and reviews act as positive signposts that you’re a trusted
Expanding your legal practice to include estate planning services can be a strategic move to better serve your clients and grow your business. However, this transition requires careful planning and consideration to ensure success. Find out what 5 things you must consider if you're thinking about adding Estate Planning to your practice.
