Bonnie's Elegant Data Model™ is a specific way of approaching and thinking about all estate planning data so that you can manage it easily and elegantly.
With the model, Bonnie explains how to think about estate planning data in three distinct containers or buckets: Client Details, Client Decisions, and Firm Preferences.
When you think about estate planning data as belonging in only one of the three buckets – and when you know why that is, you become much clearer on how you can effectively manage all estate planning data in a way that is accessible and intuitive for both your clients and your staff.
Bonnie explains the Elegant Data Model™ in this 18-minute training with a PDF guide you can refer to during the training.
