Most estate planning firms begin with the owner at the center of everything. The attorney meets with clients, reviews documents, answers staff questions, follows up with referral sources, solves process issues, and carries much of the firm's institutional knowledge in their own heads.
Most estate planning firms begin with the owner at the center of everything.
The attorney meets with clients, reviews documents, answers staff questions, follows up with referral sources, solves process issues, and carries much of the firm's institutional knowledge in their own heads.
In the early stages, that level of involvement may be necessary.
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Most estate planning firms begin with the owner at the center of everything. The attorney meets with clients, reviews documents, answers staff questions, follows up with referral sources, solves process issues, and carries much of the firm's institutional knowledge in their own heads. In the early stages, that level of involvement may be necessary.
In the early stages, that level of involvement may be necessary.
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