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Planning for 2024: Now is the Time

As I write this, it is August and we are all baking in these sun-drenched days.  Many of our clients are on vacation.  It’s a great time to hit the beach, or visit that restaurant that always seems to be overbooked.   But don’t be fooled — in the midst of all of...

Introducing NetDocuments SetBuilder

You have to organize and pull together several documents into one large one.  Perhaps you work in a law firm and have to put together an estate plan.  Or documents for a real estate closing.  There are programs that generate documents with “if/then/else” programming...