The Resource Library.

Why Gen X and Millennials Are Reshaping Estate Planning

The next generation of estate planning clients expects digital-first experiences. Understanding their expectations is key to growing your practice. Traditional consultation-led models no longer align with how modern clients want to engage with professional services.

TECHNOLOGY

The Case for a Single Integrated Platform

Estate planning attorneys juggle an average of 5-7 different software tools. The hidden cost of this fragmented tech stack goes far beyond subscription fees.

PRACTICE GROWTH

Scaling an Estate Planning Practice Without Scaling Hours

The traditional model ties revenue directly to attorney hours. Modern platforms break that link, allowing practices to grow without proportional time investment.

CLIENT ACQUISITION

Digital Marketing for Estate Planning Attorneys

Most estate planning marketing advice is recycled from 2015. Here's what actually works for attracting Gen X and Millennial clients in 2026.

OPERATIONS

From Intake to Execution: Rethinking the Client Journey

The client journey in most estate planning firms was designed around the attorney's schedule, not the client's life. Rethinking this journey unlocks both efficiency and satisfaction.

AI & INNOVATION

AI in Estate Planning: Enhancing, Not Replacing, Attorney Judgment

AI in estate planning isn't about replacing attorneys. It's about giving attorneys better tools to catch issues, reduce errors, and focus their expertise where it matters most.