1: How do I create the right Estate Planning Retainer Agreement for my firm?
You will need to decide in your law practice whether or not you will need a standalone Estate Planning Retainer Agreement. While some firms prefer to have one retainer agreement that contains every legal service available, others prefer to have customized contracts for specific practice areas. Whichever way you prefer, the key is to choose your method and then add it to your overall workflow with your Estate Planning Practice Area.
2: Let’s Get Training!
3: Practice42 Sample Choice-Based Estate Planning Retainer Agreement
4: Law Practice Management Software Considerations
If you choose to automate this area of your law practice, consider two things. First, within your law practice management software you can automate the e-signature option within the program. If your program does not offer this natively, you can request to add an approved integration for this service.
Second, if you will be automating your intake process, you may wish to provide for an e-signature of a retainer agreement even when the potential client is with you in the first meeting. This means you may need to invest in a tablet or other form of portable technology to be able to add this resource to your practice.
If you would like to learn more about this process, take a look at the training resources in our Law Practice Software Library section.