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Hi. I'm not sure if this is the proper place to post this but I have an exclusive opening for a trust and estates attorney who is tax heavy. I am looking for someone to join the US office of an international family office in Philadelphia. I'm happy to share details. There is also a possibility of remote working so if you are not a Pennsylvania resident please don't be afraid to reach out. It's an amazing job! Kristy@advancedlegalplacement.com
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My previous firm used the cardstock/backing with three staples. My current firm uses a fancy pants three ring binder with tabs for each document.
I like how this sounds. Do the clients like it too or do they not even care ?
Our office uses cardstock with the name and date printed for LWTs and blue backs for everything else
We use a branded expandable folder.
We use custom binders with client name and our logo printed on the binder (and the pre made tabs noted above). Order from the web
I use Blue Back stock for each document & place original LW&T in a card stock envelope as well.
Each doc has card stock cover w/ firm Logo etc.
I also use linen paper.
Your end product goes with the client & professionalism & lasting impressions are imperative.
We also use bates instead of staples for extra protection.
I’m interested too
I use estate planning binders with tabs. The documents are placed in sheet protectors and then in the binder. I also include copies of all documents on a usb flash drive. The binders are $20 and flash drive is about $3/4 so it’s definitely worth the presentation. I use the 1” binders from this site: http://www.source1binders.com/mm5/merchant.mvc?Screen=CTGY&Category_Code=EPP