3/7/2019 Using Tech To Improve And Grow An Estate Planning Practice - - PDF document

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Jan 12, 2023 373 likes •538 views

3/7/2019 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. 1 General Disclaimer The information and/or the materials provided as part of

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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.

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

ther professional advice. Under no circumstances should the audio, power point or
ther materials be considered to be, or used as independent legal, tax, investment or
ther 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.

Thank you to our sponsors

 InterActive Legal

–

Vanessa Kanaga

– (321) 252-0100 – sales@interactivelegal.com

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Thank you to our sponsors

 Peak Trust Company

– Brandon Cintula – (888) 544-6775 – bcintula@peaktrust.com

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

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 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 control There is lots of free help and training available Don’t be afraid to bring in an expert

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 Email  Calendar  Contacts  Groups  Resources (Conference rooms, equipment, etc.)  Portals – Internal and External  Document libraries  Lists  Web parts  Conferencing and Telephony  Text  Voice  Video

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 Kanban Cards  Task and Project Management  Separate plans for Groups  Allow clients to put appointments

n 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

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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

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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)

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You Can’t Keep Doing This

Using 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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x

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+ Word Processor Automation

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x + Matter Management Software

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Subscription Drafting Systems

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+ 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

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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

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WordRake

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

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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!

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3/7/2019 16 CLE Credits

 For more information about earning CLE credit for this