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Using Tech To Improve And Grow An Estate Planning Practice€¦ · Using Tech To Improve And Grow...
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Using Tech To Improve And Grow An Estate Planning Practice Part II Ben M. Schorr Barron K. Henley, Esq. Martin Shenkman, Esq. Mary Vandenack, Esq.
Transcript of Using Tech To Improve And Grow An Estate Planning Practice€¦ · Using Tech To Improve And Grow...
Using Tech To Improve And Grow An Estate Planning Practice
Part II
Ben M. Schorr
Barron K. Henley, Esq.
Martin Shenkman, Esq.
Mary Vandenack, Esq.
General Disclaimer
The information and/or the materials provided as part of this program are intended and provided solely for informational and educational purposes. None of the information and/or materials provided as part of this power point or ancillary materials are intended to be, nor should they be construed to be the basis of any investment, legal, tax or other professional advice. Under no circumstances should the audio, power point or other materials be considered to be, or used as independent legal, tax, investment or other professional advice. The discussions are general in nature and not person specific. Laws vary by state and are subject to constant change. Economic developments could dramatically alter the illustrations or recommendations offered in the program or materials.
Who is Ben?
Senior Content Developer at Microsoft
28 Years in legal tech Microsoft MVP for 20 years Named one of Hawaii’s 50 Top
Technology Leaders Author, Columnist, Thinker,
Speaker
Who is Ben?
Husband Father Football coach Slow Ironman triathlete Battleship historian
Hi, I’m Barron Henley
Married 28 years - 3 adult daughters
Partner with
Document assembly & Microsoft Word expert
Law office over-hauler
Gourmet cook
Undergrad Law School
What are we going to cover today?
How Microsoft Office 365 can be used by estate planning lawyers in their practices
How Microsoft Word can be used to automate document generation
Other technology recommendations
Key Takeaways!
You have controlThere is lots of free help and training available
Don’t be afraid to bring in an expert
Email Calendar Contacts Groups Resources (Conference rooms, equipment, etc.)
Portals – Internal and External Document libraries Lists Web parts
Conferencing and Telephony Text Voice Video
Kanban Cards Task and Project Management Separate plans for Groups
Allow clients to put appointments on your calendar directly
You control– What days are available– What hours are available– What questions they have to answer
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Create forms you can distribute internally or externally For an example, see https://tinyurl.com/y4ue28pe Great way to obtain client feedback
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Phenomenal task list Features
– Share tasks with others– Add files to a task– Add notes to a task– Set due dates and reminders– Repeat tasks– Create steps or subtasks
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Office 365 Plans
Office 365 Plans
Enterprise options
Compare at https://products.office.com/en-US/
Resources
https://support.office.com FastTrack
– Resources to help with your migration Information Templates Posters…
– >50 seats you can get personal assistance PinPoint – Find a Microsoft Partner
Let’s Take Another Look At Drafting Methods
Find, Rename & Modify
Relies on memory
Errors of omission (forgot to add)
Errors of inclusion (forgot to take out)
Missed items that should have changed (“she” should have been “he”)
Problems with Find, Rename & Modify
Example of a Leave-In (CLE speaker agreement)
You Can’t Keep Doing ThisUsing Old Documents To Create New Ones = High Margin for Error
If documents are being read into the recorder or instructions dictated, it’s still a Find, Rename and Modify protocol
What About Dictation?
Gold Standard Templates
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+ Word Processor Automation
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+ Matter Management Software
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Subscription Drafting Systems
+ Document Assembly Software
Document Assembly Software
Works with Word or WordPerfect
You use your documents
Answer questions
Software does the clerical work
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Document Assembly Software
Players:– HotDocs - www.hotdocs.com– TheFormTool – www.theformtool.com Doxsera– Contract Express - www.contractexpress.com– XpressDox – www.xpressdox.com– Rapidocs - www.rapidocs.com– Pathagoras - www.pathagoras.com– Leaflet – www.leafletcorp.com– ActiveDocs - www.activedocs.com– Smokeball – www.smokeball.com
Other Recommendations & Technology That Should Be On Your Radar
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Dragon Professional Individual & Anywhere
Grammarly for Word & Outlook
Free version or Premium version
WordRake
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Litera Contract Companion
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RightSignature
ShareFile
– 30/60 ppm– Includes Power PDF Standard– Scan business cards – Scan to Word files– Auto-rotates– Auto-senses paper size– Auto-senses color or B&W– Scan to phone or tablet (wirelessly)– Scans front & back simultaneously
Fujitsu ScanSnap iX1500 - $420
Fujitsu Fi-7300NX - $1,070
– 60/120 ppm– 80 sheet feeder– TWAIN compliant– Scans duplex– Auto-deletes blank pages– Color or B&W– WiFi & ethernet connectivity– Touchscreen
ASUS MB169B+ (USB 3) or MB 169C+ (USB-C) 15.6-Inch Screen
Portable Full HD Second Monitor
800 g = 1.75 lbs
Questions
Please remember to fill out your evaluations online!
CLE Credits
For more information about earning CLE credit for this program or other Martin Shenkman programs please contact Simcha Dornbush at NACLE. 212-776-4943 Ext. 110 or email [email protected]
