Improving client outcomes in wills & estates matters

Delivering strong client outcomes in wills & estates matters requires more than efficiency alone. It depends on rigorous compliance, thorough due diligence and oversight, particularly as matters grow in complexity and client expectations continue to rise.

This session explores how estate lawyers can strengthen outcomes for their clients by embedding technology-supported compliance standards, reducing risk through targeted due diligence and streamlining workflows from probate and administration to estate disputes and estate planning matters.

We will examine how you can support better decision-making, enable confident delegation and create a smoother experience for both practitioners and clients.

Join InfoTrack Wills & Estates Lawyer, Danielle Manion and Jennifer Wratten, InfoTrack Wills & Estates Product Manager, for a live session designed specifically for estates practitioners.

Key takeaways:

• Understand how to perform thorough due diligence, including VOI procedures and searches specifically designed for wills & estates matters.
• Acquire strategies to stay compliant with AML/Tranche 2 obligations for any designated services within your estates practice, reducing administrative burden, and enhance efficiency.
• See a live demonstration of InfoTrack’s Wills & Estates solutions