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The Practice Series is an extensive, ready to use systems that include practice tools, strategies, tips and guidance developed over the past 20 years. Attorney and Owner Eden Rose Brown and Practice Consultant Laura Wilson share their highly successful, client-centric approach to estate planning.
This series is a must have compendium for every estate planning law firm. Buy one volume or the entire series and know that you have a library that will serve as your professional back-office for many years to come.
Build it to Serve
Build it to Thrive
Build it to Last
Included in every volume:
CD Library of all documents, forms, templates and practice tools that are outlined in your practice Series Volume---so you can customize to your firm
Every volume includes detailed processes that support the tools, forms and templates so you understand the why, when, and who for every step
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Best Practices Business Development: Start Up/Sustain
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The Complete Trust Process
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Client Retention: Trust Maintenance Models
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Trust Administration
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The Next Generation
Over 1000 documents, tools, forms and templates in the PracticeBuilder's Practice Series
Office set up model, marketing guidebook, trust process timelines, fee agreements, PowerPoint presentations advisor relationship building techniques, new client introductory and welcome system, asset tracking spreadsheets, disability guidelines, funding templates, funding process, ready to print brochures and so much more.
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