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Estate Planning Attorneys

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Where is everyone buying their EP portfolios for clients?


For estate planning attorneys at big firms, how much do you generally bill per month? Do you usually get your bonus, or if not, are you very far off?

How do you get a credit report for a deceased person, without being the executor?

How do I get a credit report for a deceased person?

How much do you folks manage to bill per month? I'm looking at you transactional folks who don't litigate. 😉

Does everyone do trust accounting in-house? Or is this something you can contract out?

Recommendations for facilitator training for lawyers? More and more of my T&E practice is shifting to requests to facilitate family meetings on business succession, something I enjoy but have no f… more

Fav trust drafting software and why?

Is the WLB in estate planning the best compared to any area of law? I’m currently in employment litigation and health law litigation and find myself gravitating to elder law/T&E? Is it possible to… more

Anyone have advice for an M&A lawyer looking to switch to T&E? I’m in my 3rd year of practice. Is it too late for me to switch?

Hi. I'm not sure if this is the proper place to post this but I have an exclusive opening for a trust and estates attorney who is tax heavy. I am looking for someone to join the US office of an in… more

What’s the benefit of a marital/bypass trust to avoid estate tax? Why not just use the portability of the deceased spouse? Wouldn’t this avoid locking assets into a trust and trustee other than the sp… more

4th year Trust & Estate attorney at boutique firm in LA serving ultra high net worth clients. Trying to determine whether my compensation is fair. Any others in similar positions willing to shar… more

Is anyone else getting absolutely slammed with work this month?

Hello All,

I am interested in Estate Planning but have no experience. How do I break into this practice?
Located in NYC

Any attorneys in the Bay Area practicing just in estate planning (not litigation), can you give your take on whether you would get enough business to do only planning? I'm currently doing family l… more


What are your a la carte pricing for estate plan documents?


Have any of you used YouTube as part of your marketing campaign? If so, what did you do and was it effective for gaining clients in your region? What did you find to be helpful, or not helpful? Our fi… more


I am wondering which drafting software everyone uses or likes. For years I have used WealthCounsel and more recently ElderCounsel, but I find them too expensive. I also do a good number of Special Nee… more


Anyone in CA use the FORE! Trust software and have a good experience with it? TIA!

Fox Rothschild LLP is looking for 2 estate planning associates in either their Los Angeles or San Francisco offices. Candidates should have 2-4 years of experience. One position is for transactional e… more


Best practices for funding a home into RLT if there is an existing mortgage? What type of deed? Title insurance considerations? Thanks

Does anyone have experience with estate planning memberships? Like Wealth Counsel? American Academy of Estate Planning? Lawyers with Purpose? Etc... my law partner and I have considered some of these … more


Does anyone have an email template they like when making "cold call" introductions to other professionals/potential referral sources. I need to build a referral network with CPAs, financial … more

Attorney with ADHD, just joined a firm which lacks a good organizational system for finding form language, past documents, etc. and I'm still struggling to master the search function on the progra… more


Any tips for best places to search for estate planning jobs? LinkedIn, other places? I’ll likely need to leave my current associate EP attorney position at a small firm in CA to move to WA (Seattle ar… more

For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on w… more

Anyone have thoughts on what an ideal T & E practice should look like? Try to focus on high net worth clients who are willing to pay your hourly rate vs a higher volume practice charging flat fee… more

Can others share where you were at by your 3rd/4th year in estate planning in terms of plans/complexity of cases you were overseeing? Is it normal to still have all your plans reviewed by a more senio… more

What are the in house exit opportunities?


I'm building a software product to help lawyers and customers simplify the estate planning process. I would love to talk with any estate planning lawyers (in CA or FL is a plus!). If you&… more


I have my own practice for past 5 years and have spent a lot of time building up brand and reputation. I'm thinking of bringing on partners but am trying to figure out how to structure compensati… more


What’s y’all’s favorite EP document generating software system? California systems a plus!


I’ve been working as an estate planning attorney in State A for the last 4 years. My husband just got his dream job (very high paying, lots of career opp for him) in State B. We’re still deciding what… more

I wonder if anyone has switched from another practice area to estate planning and if so, what would be helpful? Thanks!


So, a possible Blue Wave in November with some promises to reverse the 2018 tax cuts and maybe introduce at-death realization of capital gains - should mean a hectic November-January, right?

What type of binding do you prefer/use for original estate planning documents (Wills, Trust Agreements, and Powers of Attorney)? I have seen everything from a staple (with and without a blue back), 3… more


Any tips for young associates in estate planning? Or stories of your struggles when you first started out in estate planning?


Are Estate planners very busy during covid? Some have told me they are not and it surprised me.

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