Anyone have a great billing guide, tips, and/or language to share? I know billing is an art but I feel like I'm drawing stick figures with nothing to use as a reference for improvement!

Need help on how I transition my career from Audit to Management Consultancy. I have only completed BCom and ACCA (UK Chartered Accountant) and have worked for over 2 years at EY.

Any M&A tax practices out there that will allow remote/mostly remote work in the future? Where?

Is it possible to negotiate with SAP?
Is there anyone who did it recently?

What are the best books/blogs/online resources to boost your organizational change management skills?

Can someone transition into PE Ops from an M&A background focused in ITDD, IT Value Creation, etc? Thank you.

I'm not sure if I have the willpower to become "successful" in this industry.

Hi guys, I'm working as a business analyst for almost 2 years now. I have around 6.3 LPA package and 5 years of experience in total. I'm looking out for a change and I need a referral for the same role elsewhere. Thanks!

Has anyone tried Isagenix? Thoughts? Did it work?

Does anyone know of any other programs that convert complex ppt decks to new master formats? The only one I've found is UpSlide. Thanks!

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-prong folders, and just a binder clip.

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

How much are you charging for trust administration? % or hourly?

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 Needs Trusts as part of my practice. Any advice on a more reasonably priced drafting software?

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.

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

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

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 share their salary/bonus information? Thanks!

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

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 what to look for?

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

Any advice for a first year attorney in litigation considering switching to this area?

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.

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

What are the in house exit opportunities?

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

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

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

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