Comments on: Review: Daylite in an Estate Planning Practice

By: Jeffrey Kabbe

Jeffrey Kabbe — Fri, 15 Oct 2010 16:19:53 +0000

Rod,

Unfortunately, I think that information is long gone. Once we made the move we uninstalled the database software used by Daylite and trashed the tables. Sorry!

What I can tell you is that we centered our activity sets around the meetings. So there were actions in the activity set for before and after each meeting (before: reminder calls, etc; after: process, track and scheduling activities).

You’re making a good move by joining Wealth Counsel. Natalia has been a member since the beginning of her practice and credits alot of her (and now “our”) success to the training and tools that came with the membership. And definitely take advantage of the conference calls. They have substantive and practice building calls (some of which are probably already archived on the WC site). Natalia is one of the practice building experts for the calls. The feedback she received has been great, so it sounds like members have found the calls useful.

By: Rod

Rod — Thu, 14 Oct 2010 20:54:55 +0000

Jeffrey,

I see that your wife isn’t using Daylite anymore. By chance do you happen to have your pipeline and activity sets available? I’m just starting my estate planning practice (WealthCounsel) and I’m looking for a good template to create my pipeline and activity sets.

By: Jeff

Jeff — Sun, 14 Jun 2009 15:11:05 +0000

Hi Patrick – My wife is actually not using Daylite in her practice any longer. She felt it was too complicated for her to latch onto and use every day.

So at the moment she’s using good old Mail, Address Book, and iCal along with a few paper processes for managing the status of client engagements. She also keeps asking me to teach her how to use Things for task management (although now that The Hit List is here, I may show her that also and see which she likes better).

By: Patrick

Patrick — Sun, 14 Jun 2009 14:37:56 +0000

Jeff,
Is your wife still using Daylite in her practice? I just recently bought a Mac to evaluate switching my office to from PC’s and am looking for practice management solutions for a small (one attorney three staff) estate planning firm. (I am also a WealthCounsel member.)

By: Jeff

Jeff — Wed, 11 Mar 2009 16:15:19 +0000

My wife is a member of Wealth Counsel, which has their own suite of drafting software that runs on Windows. She runs the software through VMWare Fusion.

By: Eliot

Eliot — Sun, 08 Mar 2009 19:06:47 +0000

you mention estate planning and working on the Mac. What software on the mac do you use for creating Wills, Trusts & Estates

By: Les Huszti

Les Huszti — Sun, 01 Jun 2008 06:38:42 +0000

Jeff,

Thanks for this post , It was very helpful for validating DL 3.7.2 and completeing my due dilligence on the product . It is my understanding that you can achieve fully automated reporting and email delivery in pdf format via Marketcircle’s “Delivery ” add-on . Hope this helps .

All the Best-
Les
P.S given that your wife runs an estate planning practice , check out my website at http://www.homefreedom.ca – this is MUST HAVE knowledge for EVERY estate professional . I can be reached at the above captioned address or at 1.866.988.3343 X 7787