Feel free to adapt this Workflow example to what processes your firm uses.

To learn more about MyCase Workflows <a href="https://www.mycase.com/support/training-sessions" rel="nofollow noopener noreferrer" target="_blank">click here</a> to join one of our Workflow Live Trainings!

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

Estate Planning Workflow [w/ VIDEO]

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