Paul Yokabitus

Paul Yokabitus, founder of Cary Estate Planning, is a legal and financial planning expert known for his dynamic approach to client service. In this discussion, he shares insights on navigating risks in law firm operations and the importance of intentional daily agendas. They delve into the critical role of exceptional client service in a tech-driven landscape, where attorneys must balance innovation with personal touch. Yokabitus also emphasizes the value of adaptability and team diversity for sustained success in the evolving estate planning market.