The Strategy Shop
Guides and toolkits from Jackson Strategies, for families getting their affairs in order and for firms building better workflows.
In Case of Us
The Family Estate Planning Emergency Binder, a guided digital binder and companion checklist to help families organize the essentials.
The Trust Funding Guide (Coming Soon)
A step-by-step workflow guide for solo attorneys and small firms on actually getting a signed trust funded, the step most firms skip.
Clio Workflow Toolkit (In Development)
Guidance on setting up Clio Manage and Clio Grow for your practice, paired with Powers of Attorney drafting and administration workflows.
Contact Us
Ready to streamline your drafting process?
Reach out today - we’d love to learn about your firm and how we can support your goals.
Jackson Strategies, LLC
Email: madeline@jacksonlegalstrategies.com Website: www.jacksonlegalstrategies.com Location: Based in North Carolina – Serving firms statewide and beyond
