Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice

The past few years have brought more people than ever to the world of Estate Planning. Whether prompted by global uncertainty, changes in tax law, or a desire for peace of mind, families and individuals are eager to put their affairs in order. At the same time, attorneys have worked tirelessly to meet that demand—often managing more clients and cases than ever before.

With this increased volume, efficiency has become essential. But in the rush to serve everyone well, it’s important not to sacrifice the careful customization that makes an Estate Plan truly effective. The following article explores how attorneys balance speed and precision—and why the best plans are never “one-size-fits-all.”


The post Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice appeared first on Progeny Law Firm.


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