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Automated Estate Planning: The Advantages of Using Automation Software for Drafting Wills and Enduring Power of Attorney Documents

Posted by Gene Turner on 24-Feb-2024 16:35:32

Estate planning, particularly the creation of wills and enduring powers of attorney (EPAs), is an underappreciated field requiring a lot of expertise.

Lawyers and legal executives often invest extensive hours researching, verifying, and customising clauses for wills, all while managing the heavy administrative load of gathering and inputting data into multiple documents for various individuals.

It doesn't have to be this hard, though.

Embracing technological advancements has transformed the process of will and EPA creation for modern firms wanting to adopt the most efficient processes and provide the best outcomes for their clients.

In this post, we delve into why leading industry players are now turning to software solutions for the streamlined creation of even the most intricate documents, specifically focusing on wills and EPA documents.

This article focuses on specific document automation software, not the basic functionality you get in practice management systems, which is often marketed as if it has the same capabilities.

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Topics: Future of Law, Document Automation, Legal Technology, Wills, Estates, Law Firm Management, Legal Automation, Law Firm Marketing, Law Firm Strategy, Law Firm Profitability, Law Firm Pricing

Transforming Law Firms: Not Just About Automation

Posted by Gene Turner on 09-Aug-2023 19:04:38


As legal automation experts, we understand the immense potential of improving and automating common legal processes to save time and streamline operations. We have a great track record of delivering successful automation projects for in-house legal teams with very strong returns on investment.  

However, law firms have been different.   

We have realised that merely automating tasks may not always yield the expected benefits for law firms. The true value – and requirement - lies in a holistic transformation, where automation plays a crucial role but is just one piece of the puzzle.  

In this blog, we delve into the importance of a comprehensive transformation strategy and how collaboration with experts is necessary to propel law firms towards success. 

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Topics: Law Firm Management, Law Firm Marketing, Law Firm Strategy, Law Firm Profitability, Law Firm Pricing

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