Marketing estate plan ‘maintenance’

By Peter Vieth
Published: September 22, 2010

Tags: Elder Law, Practice Tips, Wills & Trusts

Recognizing that many clients make estate plans but fail to keep them updated, some estate planning lawyers are experimenting with new ways to keep clients in the fold and up to date. One Virginia lawyer is traveling to Massachusetts to learn about a program where clients agree to subscribe to an ongoing estate planning maintenance program. Other ...

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