Any tips for young associates in estate planning? Or stories of your struggles when you first started out in estate planning?

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I always thought I was detail oriented until going into estate planning. Now I’m noticing each time I review a document that I prepared, I missed something. Either forgetting to change something small like a date from rolling it over or not noticing that the paragraphs are justified. Any tips on how to work on that?

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Print it and read after you’ve proofread it multiple times in the word doc. Finally, when presenting to client, read it out loud. If you miss an initial or name it’s perfectly forgivable and fixable on the spot to reprint and they’ll be pleased to can do so on the spot.

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Give us some direction - what challenges are you facing right now? What kind of market do you work in? What type of clientele, generally?

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Additional Posts in Estate Planning Attorneys

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How much are you charging for trust administration? % or hourly?

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