In the modern convenience-first economy, estate planning attorneys must adapt to meet their clients' evolving needs. 

This session will explore how attorneys can implement outsourced estate planning signings into their practices, enhancing efficiency, client satisfaction, and overall service quality.

Attendees will learn how to:

• Enhance client convenience: Discover how offering outsourced signing services can meet clients’ demands for flexibility and convenience, providing options such as flexible scheduling and on-site signings.
• Streamline administrative processes: Understand the benefits of delegating the administrative aspects of the signing process, allowing attorneys to focus more on their legal expertise and less on logistics.
• Select and vet vendors: Gain insights into the criteria for choosing reliable and efficient vendors, ensuring high-quality service delivery. Learn best practices for vetting and hiring notaries and document concierge services.
• Integrate seamlessly into existing workflows: Get practical tips on integrating outsourced signings into your current workflow, minimizing disruptions and maximizing efficiency.
• Ensure compliance and security: Learn how to maintain compliance with legal standards and safeguard client information when outsourcing signing services.
• Boost client satisfaction: See how outsourced services can lead to higher client satisfaction by providing a smoother, more convenient experience.

Join us August 20 to gain a comprehensive understanding of how to implement outsourced estate planning signings in your practice. Discover the best practices for setting up efficient workflows, selecting the right vendors, and ultimately delivering superior service to your clients in today’s convenience-driven market.