CounselPro is a home run – we use it in our firm every day. It reduces staff time, errors in the documents… it’s one of the best planning tools we have. It makes our job much easier; we can focus on the clients because we’re not worried about the documents.
The Academy really offers the complete package and will truly allow you – and assist you every step of the way – to transform your practice and accomplish all of your goals.
“ I was just looking for estate planning software. What I found was the complete solution for the estate planning attorney.
The tools and systems help you create the practice of your dreams… and the lifestyle you really want to have. We’ve made friendships and received support that we never could have imagined. ”
When I came here, I met an organization of people – to a person – who are happy for you when you succeed. It’s amazing – absolutely refreshing! It was a defining moment for me when I joined an organization that could rejoice in the successes of others.