Draft Estate Plans Smarter, Not Harder
Efficiency and accuracy are key when drafting estate plans effectively. It’s difficult to alleviate the burden of complex drafting, and the traditional processes and outdated software programs just aren’t cutting it anymore. In order to scale your estate planning firm, you need to spend less time drafting plans and more time in client meetings securing new business. Zephyr Design emerges as a software solution built with this very need in mind, offering a straightforward process to generate premium estate planning documents with a fraction of the time commitment.
Developed by attorneys with a deep understanding of the roadblocks in traditional estate planning, Zephyr Design aims to simplify the drafting process while increasing the quality and comprehensiveness of the final plans. The software offers an intuitive platform designed to help attorneys navigate the complexities of trust creation and other essential documents with greater ease.
Addressing Common Challenges in Estate Planning
Zephyr Design seeks to address several common pain points experienced by estate planning attorneys:
Reducing the Time Spent on Manual Drafting: The software's automation features are designed to minimize the hours traditionally spent manually drafting complex legal documents.
Minimizing the Risk of Errors: By providing a structured and automated drafting environment, Zephyr Design aims to reduce the potential for human error that can occur in manual processes.
Improving Client Experience: A more efficient and streamlined process can lead to a smoother and more timely experience for clients receiving their estate planning documents.
Centralizing Key Drafting Functions: Zephyr Design aims to provide a centralized platform for various drafting needs, potentially simplifying workflows and reducing the need to utilize multiple disparate tools.
Real User Testimonials:
“Zephyr is the first estate planning software I’ve used that feels like it was designed by attorneys. It’s so user friendly to both the client and the attorney. To me, that’s make or break. Anyone can develop a software, but to make it easy for all users involved, that’s a process that’s unique to Zephyr.” — Nathan, Arizona
“I used to use a different software and it was so tedious. If you’re an estate planning attorney, it’s the best thing you can have. I don’t think there’s anything out there that can do what Zephyr does. You can get your estate plan done, make all the changes, draft deeds, so many things that I used to have to go to different places to do, now all in one product.” — Katherine, Oklahoma
“When clients need to make changes, I no longer have to trash 10 hours of work and rebuild their plan from the ground up. With Zephyr, I can just make adjustments to the foundation of their plan.” — Bethany, Colorado
Supporting a Client-Centric Approach
Zephyr Design is developed by Oath, a national estate planning firm that helps thousands of clients every year. This software allowed Oath to rapidly scale their firm by streamlining internal processes, freeing up attorneys to dedicate more time to addressing their clients' needs.
Book a demo today and learn how Zephyr Design can help your estate planning practice ditch the outdated drafting process.