{"id":14353,"date":"2026-10-11T15:35:41","date_gmt":"2026-10-11T15:35:41","guid":{"rendered":"https:\/\/theoasisgrp.com\/?p=13819"},"modified":"2026-10-11T15:35:41","modified_gmt":"2026-10-11T15:35:41","slug":"an-estate-planning-roadblock-dont-blame-the-lawyers","status":"publish","type":"post","link":"https:\/\/theoasisgrp.com\/?p=14353","title":{"rendered":"An Estate Planning Roadblock? Don’t Blame the Lawyers"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\tJohn O\u2019Connell was recently published on why estate planning really takes so long at most firms, and it isn\u2019t the attorney. John says that before any legal drafting starts, someone has to reconstruct what already exists. That discovery work is where engagements actually stall, but it stayed invisible because drafting speed is a sellable demo feature and reconstruction friction isn\u2019t. It\u2019s also where the costly mistakes happen, since a beneficiary form that contradicts the trust is the well-documented path to estate litigation. He notes the Oasis Group\u2019s research found the clearest differentiator among estate planning platforms wasn\u2019t drafting speed but document ingestion and extraction, evidence that discovery, not drafting, was always the real friction. His advice is to audit where staff hours on an engagement actually go before buying faster drafting tools, since a quicker way to draft facts you can\u2019t yet assemble just moves the bottleneck one step later.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t\t\t
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\n\t\t\t\t\tRead the Full Article Here<\/span><\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

John O\u2019Connell was recently published on why estate planning really takes so long at most firms, and it isn\u2019t the attorney. John says that before any legal drafting starts, someone has to reconstruct what already exists. That discovery work is where engagements actually stall, but it stayed invisible because drafting speed is a sellable demo […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[67],"tags":[81],"class_list":["post-14353","post","type-post","status-publish","format-standard","hentry","category-article","tag-practice-management"],"acf":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"\nAn Estate Planning Roadblock? Don't Blame the Lawyers | The Oasis Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/theoasisgrp.com\/?p=14353\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"An Estate Planning Roadblock? Don't Blame the Lawyers | The Oasis Group\" \/>\n<meta property=\"og:description\" content=\"John O\u2019Connell was recently published on why estate planning really takes so long at most firms, and it isn\u2019t the attorney. John says that before any legal drafting starts, someone has to reconstruct what already exists. 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