Create efficiencies in your practice by outsourcing basic estate administration
Автор: Tara Lucke - The Art of Estate Planning
Загружено: 2025-12-15
Просмотров: 18
Let’s be real — no one became a lawyer to spend hours on hold with Centrelink or chasing down passwords to cancel Netflix.
Estate administration can be a minefield of time-consuming, little tasks that, while important, can leave grieving executors feeling overwhelmed and eat into your productivity (and profitability).
Enter Danielle Phillips from Sage Executor Solutions — your go-to estate admin wizard.
In this video, Danielle shares how outsourcing the non-legal side of deceased estate admin can give your practice a serious efficiency boost, keep your clients happy, and free you up to focus on what you do best.
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