Jennifer Surmacz discusses the benefits of next-gen estate planning software
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/
Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic:
Efficiency: Traditional law firms often draft estate planning documents on paper, leading to a time-consuming process. However, next-gen software streamlines this process by generating PDF documents that can be easily edited and updated.
Accessibility: One of the significant advantages of next-gen estate planning software is its accessibility. Clients can log into their portal at any time and from anywhere to access their legal documents. This accessibility empowers clients to make changes, updates, or additions to their estate plans without the need for multiple appointments with an attorney.
Cost-Effectiveness: The traditional paper-based method often comes with high costs, including attorney fees for every revision or update. In contrast, next-gen software offers a more cost-effective solution.
Flexibility: The software’s interactive features, such as uploading pictures of assets or creating medical ID cards, add a level of flexibility that traditional paper documents cannot match. Clients can easily update information, add new assets, or make changes to beneficiaries with just a few clicks.
Continuity and Security: Another crucial aspect of next-gen estate planning software is the continuity and security it provides. Unlike traditional methods where documents may be lost or inaccessible in case of an attorney’s retirement or passing, the software ensures that clients always have access to their estate plans.
In conclusion, next-gen estate planning software offers a more efficient, accessible, cost-effective, and flexible way to create and manage estate plans compared to traditional paper-based methods. The technology-driven approach not only simplifies the process but also empowers clients to take control of their estate planning journey while ensuring continuity and security for their documents.
Jennifer said: “At Posterity Legal Services, we specialize in making Estate Planning effortless through our cutting-edge “Technology Assisted Estate Planning” system. Our proprietary platform simplifies the process, offering intuitive tools designed to guide you seamlessly through each step. Backed by our experienced legal team, we ensure that your estate planning journey is clear, informed, and personalized to meet your unique needs. Discover peace of mind with Posterity Legal Services, where modern technology meets expert guidance for a straightforward estate planning experience.”
Video Link: https://www.youtube.com/embed/ObLKXVNO3bk
About Jennifer Surmacz
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.
Learn More: https://www.posteritylegal.com/
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