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

Is there a way to know your business unit prior to joining in techM?

Today is my LWD at Cognizant but assets are not picket yet from my location.
I am receiving emails for pending ITasset clearance.
Can it be possible after my LWD?
Has anyone faced the same ?

My ECD keeps changing our work before it goes to client and it's cost us making good work. Our books are suffering because he can't get his hands off the tools. Our books are only full of spec now.

Time to play client. You get to hire an agency for some TV/Hulu commercials. Preferably independent, preferably small to medium sized, and preferably NYC. Who you gonna call?

For those with corporate banking expertise, how do you typically go about calculating debt capacity for a company?

Do y’all tip when you get your clothes washed and folded? I drop off and pick up so no delivery but there’s a tip line on the receipt🤔

I am getting an opportunity to move from deloitte USI to Deloitte US. Just curious will I be working in USDC or PDM ? and is it possible to join deloitte consulting US on h1b after coming here or no ?

Ex-MBB, recently started a new MM PE role, but had also applied to HBS in case the PE route doesn’t work out. Thankfully, both the PE and HBS applications were successful. Now I need to decide whether to leave my current role after only 6-10 months to go to business school, or try to defer the MBA.

What should I do? I’m torn between wanting to do MBA at an earlier age vs ensuring good PE employability post MBA(either at current firm or other). Not sure how well 6-10 Mos pre-MBA PE exp is valued

Hello everyone I worked as a house remodeler before I got Covid now I am handyman/maintenance/property manager I would like an idea of what people are charging

Salam. My cousin’s newborn son is going into surgery today. Please make dua for his recovery and remember him in your prayers everyone 🤲

What do you do to fight burnout? Got a raise yesterday and will get another in September, for dealing with a lot of stuff, but I can't shake the burnout.

Long post alert; I have been interviewing with a b4 for a senior con role since Mar end. Cleared all the rounds including case study and got strong rating as well as good feedback. Fast forward to last week, the talent POC calls me up and informs that she has asked the business if the position is still open, because now they just need the business approval to roll out the offer. I immediately felt demotivated as to ‘why now’ after all rounds have been cleared (continued in the comment below)

Hi Fishes

Posting on behalf of a friend.

She has done BCOM and is looking for a job in Accounting in Pune.


Any organization will do as long as she gets to explore accounting or finance.

Please help by providing an helping hand

New in San Diego and want to explore the city? Me too 😂 comment bellow. I’ll send a message 🙌

HI MOM LOOK I MADE THE ADS

Georgia Tech Cybersecurity masters or the analytics masters? Currently in a cyber role at Deloitte. I was thinking it might be better to do the analytics master and get a CISSP. I feel like there is more value in the cissp than a MS cybersecurity

Our grp president sent email recognizing women today, but only sent to a small group. Defeats the purpose, no? Wtf.

I recently moved to a different district and am starting to plan ahead for next year. What novels and plays do you think are worthwhile and essential for 10th, 11th and Pre-AP? I have many in mind that I have used before but am really looking for some fresh ideas!

Is anyone else getting absolutely slammed with work this month?

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!

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

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

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

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?

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.

Where is everyone buying their EP portfolios for clients?

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

Hello All,

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

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

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?

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.

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

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

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

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 senior attorney 3-4 years in?

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?

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