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.
Should estate planning attorney's start blogging on their website? What are the benefits of blogging? Learn whether this marketing tactic is worthwhile pursuing when running a profitable law firm.
By automating and centralizing many of the administrative tasks involved in legal practice, law practice management software (also known as case management software) helps law firms of all sizes streamline their workflows, reduce costs, and enhance client satisfaction.
Words by Britt Shearin, Lawyers with Purpose Legal-Technical Attorney Few areas of law carry universal relevance and enduring importance as estate planning. Unlike specialized fields that may cater to select circumstances or unfortunate events, estate planning exists as a necessity, touching the lives of virtually every individual. In a world
February 2024 — Lawyers with Purpose (“LWP”), a leading membership organization for estate planning and elder law attorneys, is thrilled to announce a strategic move toward enhancing its document template solution. After a thorough evaluation, the organization has decided to transition from HotDocs based templates, to Knackly, offering a true
February 2024 — In the dynamic landscape of estate planning, staying informed about the latest IRS announcements is paramount. Recently, the IRS released Memorandum Number 202352018, shedding light on the potential gift tax consequences of modifying a Grantor Trust to include income tax reimbursement language. In this scenario, Grantor sought
Security Awareness Training for Law Firms: In today’s business with the ever increasing and evolving cybersecurity threat landscape, cybercriminals are becoming more and more creative. The greatest threat vector to any organization is through their employees. Acts don’t have to be malicious to cause great harm to an organization. An
