ICLE | Document Assembly Systems for Estate Planners
Document Assembly Systems for Estate Planners
11/13/13 Novi | CLE: 2.75 | Level: Basic
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Add Value to Your Estate Planning Practice with Document Assembly

Document assembly is widely considered a "disruptive legal technology." It can transform an estate planning practice into a model of efficient profitability and add value to your practice when you are ready to retire or sell. Best of all, you do not need a programming background or an information technology degree to do it yourself. Get started right - all you need is an understanding of your documents, the right tools, and Barron’s savvy advice.

Attend and Learn to:

  • Create a template based on an existing Word document
  • Take your document automation to the next level with HotDocs
  • Save time "coding" your documents with proven automation strategies
  • Test your documents and deploy them to your staff
Available Formats
Please note that working knowledge of a Windows-based word processing program such as Microsoft Word is a prerequisite for this seminar.