Legal planning should include: Taking inventory of existing legal documents, reviewing and making necessary updates. Making legal plans for finances and property. Putting plans in place for enacting your future health care and long-term care preferences.    Naming another person to make decisions on your behalf when you no longer can.

It is an in-depth benchmark analysis to inform important trade-offs about legal staffing and spending, practice area investments and ongoing changes related to business support, including:

  • Workload and budget allocation
  • Law firm management
  • Legal technology
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