Emergent Launches Automated Personalized Approach to Follow-Ups for Wills and Powers of Attorney
Created to help capture the lost revenue law firms could get from regularly updating their clients' wills and powers of attorney, Emergent announces an easy and automated solution. Integrated within Emergent's Estate Planning & Vault Manager software program, the new feature automatically identifies specific clauses contained in Wills, Powers of Attorney, Representation Agreements, Personal Directives or Enduring Powers of Attorney. Within minutes, users can easily identify areas where changes are needed and write a personalized letter to clients suggesting they...
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