Visual Tools for Estate Planners: Flowcharts That Simplify Complex Law

In this session, Rilus Dana shares how visual systems like flowcharts, diagrams, and checklists can help estate planners explain complex legal concepts with ease — and improve both client understanding and team efficiency.

Learn how to transform your estate planning process using tools that make your services more accessible, professional, and scalable.

Topics include:
- How flowcharts improve client comprehension
- Using diagrams to train paralegals and intake teams
- Visual tools that reduce drafting and review time
- Building systems your clients and staff actually understand

*(Recorded 2024 – Estate Planning Tools & Systems Workshop)*

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Видео Visual Tools for Estate Planners: Flowcharts That Simplify Complex Law канала Maat Legal AI