Estate Planning Workflow [w/ VIDEO]

In this short video, we will provide you with an example of a Workflow used by Estate Planning attorneys.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

In this short video, we will provide you with an example of a Workflow used by Estate Planning attorneys.

Feel free to adapt this Workflow example to what processes your firm uses. To learn more about MyCase Workflows, please see related articles below:
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โ€‹Creating & Applying Workflows [w/ VIDEO]

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