Best Technologies for Practice Development

Accreditation Wreath Icon AL
SKU: EPP008
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and efficiency, the industry is seeing a serious upheaval in the way it functions.

Remote work as a result of COVID-19 has had an impact as well. This CLE course will explore these changes and how the estate planning industry is being impacted.

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