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From Legal Plan to Legacy Plan (Mini Series Ep. 4)
Most estate planning attorneys stop where the real work begins after the documents are signed.
In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind.
Greg shares why the 4D Estate Plan is the missing framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelong guide for your clients.
What to expect:
Resources:
Connect with Greg DuPont:
View all episodes
By Greg DuPontMost estate planning attorneys stop where the real work begins after the documents are signed.
In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind.
Greg shares why the 4D Estate Plan is the missing framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelong guide for your clients.
What to expect:
Resources:
Connect with Greg DuPont: