Anyone do contract work? Experience with wealth counsel is a plus! Thanks!

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I do contract work in the estate planning arena and previously used WealthCounsel. Do not currently have it, however, but I am a big fan!

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Happy Monday All!


St. louis or Kansas City attorneys looking for help resolving your clients property claim.

Shoot me a message!

Let’s talk!

Mission Consulting & Estimating LLC

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Nobody asked, but here I share the best 5 tools that will ease your job as a community manager:

👉 Canva
👉 Hootsuite
👉 Google Drive
👉 CapCut
👉Qoob Stories

Would you add or change something?

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Additional Posts in Estate Planning Attorneys

What creative ways are you drafting for clients with net assets well over the lifetime exemption?

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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 formal training in. Would like to explore some training to add tools to my toolbox.

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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 law and I want to start moving away from litigation. For family law there really isn't a non litigation role that produces enough business (i.e. mediation). I do okay, but definitely have to take on more litigation than I prefer. I was thinking estate planning might be a good addition to the mix.

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Where is everyone buying their EP portfolios for clients?

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Hi,
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're interested, please shoot me a note here. Thanks!

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

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What are the in house exit opportunities?

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I have a dear friend whose mother just passed from diabetes. She was on government assistance. Didn’t own a home. Had upwards of 60k in medical bills. Yesterday alone he received 7k in new bills

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