Technology, Ethics, and Estate Planning Practice Management

Accreditation Wreath Icon AL
SKU: ETH7600
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include document generation software to create better documents at lower costs, adapting everyday tools such as calendar and billing systems to increase client communication, and utilize record keeping software to safeguard you and your clients. The impact of artificial intelligence, online meetings and other practical management and communication retention methodologies will all be discussed in this informative session.
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