Does anyone who uses WealthCounsel software actually like it?

How can I DM people? I just joined!

Update: I need to get likes. Please help me get likes so I can DM someone.

Follow up question: do I need to get likes every-time I want to DM someone or its a beginner thing? And how many likes?

Is being a radiation therapist a good career? I have a nutrition and exercise science bachelors degree and was thinking to do an associate’s in radiation therapy. Would I be able to do a bachelor’s in radiation therapy if I transfer over some of my credits? is this a career with good status?

Is there any requirement for salesforce guys?

Recommendations on bathing suits for guys? I like the Vilebrequin / Mr. Swim style, but don't want to spend more than $50

Who did the schizophrenia ads? They’re pretty cool tbh

We are exploring having a third party come in and assess our I&D efforts across our company. We have many locations across North America. Is anyone aware of an entity who does this? We have found questionnaires through target organizations and have done anonymous employee surveys but are hoping to find someone who can do an assessment for gender, minorities, disabilities, 2SLGBTQ+, etc. and provide feedback on the actual employee experience and where we may have blind spots.

Hello Fishes,

Can anyone guide on best platform for HR job opportunities in foreign countries for Indians?

Recommendations on local Austin sites for home search we are looking to find a rental for 6 months for ex. Sulekha in northeast is pretty common among Indians. Interested in condo/house type living arrangement v/s renting with apartments.

I am wanting to see where I fall in compensation for salary as a mid level software engineer. My base is 120k with 10k RSU. I also get a yearly bonus estimate about 18,000. This is my first job in tech as well so more than doubled what I made before was just curious. I'm in NM

whether it's a good decision to jump to another company just for a high package?

I took this decision as it takes longer to get the same package in the current company. Please suggest… more

I got into marketing because I thought it would be an opportunity to make good money in a field where I could still exercise my creativity, but I’ve found it to be extremely stifling and bogged down by bureaucracy. Does it ever get better?

I just discovered that scheduling a call for 7 am the morning after a boozy team event is the best way to get easy agreement and consensus. No debating for the sake of debating when everyone is sleepy! 😂

👋🏾! What are some insights that can be given to 27 F , African American / West Indian, looking to relocate to the DMV area. Figured DMV is a great place for networking, political science / IR student, but enjoys the education and event coordinator world, AND enjoys good food .

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

Fav trust drafting software and why?

Hello All,

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

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?

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

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?

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.

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

What are the in house exit opportunities?

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!

Where is everyone buying their EP portfolios for clients?

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

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

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.

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

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

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?

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!