This presentation will help new and growing firms (fiduciary and attorney) learn implementable techniques to streamline their practice. The presenter will go over how technology can help reduce time and reduce errors. The presenter will also talk about how to document processes and procedures and how spending a few hours a week can save many hours which can increase your billable activities. And how streamlining your practice will help with your ethical obligations to your clients and your licensing organizations and reduce YOUR stress overall.
Why your office processes are your key to reducing stress
Alexandria Goff, Esq.
Alexandria, also known as ‘Ali,’ is the founder of Goff Legal, PC, a law firm focused on estate planning and probate & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her love for animals lends itself to also helping clients with pet planning and pet trusts.
Proud of her Placer roots, she grew up in Placer County and received a bachelor’s degree from Sacramento State and a Juris Doctor from University of California, Davis. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.
She is a frequent presenter for the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is passionate about helping others. She is a certified performance coach, helping women and business owners with their professional endeavors and goals.