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?

When you meet with a partner for a new assignment. Do you bill for that time? I’m a new associate, so I don’t know. On the one side it seems that meeting and conferring for an assignment requested by the the client would be billable since it’s using firm time and resources. On the other side, we are just talking about how to tackle the assignment and not tackling the assignment itself.

How do you help client's figure out how much life insurance is the right amount?

Hello,

I will be joining PWC AC Bangalore in couple of weeks for SAP tech stack.
I am joining from a product based company. So wanted to know how we are assigned to projects. Will there be any client interviews. If yes will it be very tough? Do we get a say in the projects we can get to work or its usually assigned and we have to take it up.

Thank You.

How are servicenow projects in cts ? Anyone in any project with no wlb?

Did anyone join synechron for Morgan client this week? Please ping me

I’m a senior planner leading one brand and there’s a new strategist on the team working on a sister brand. They’ve been asking for every strategy deck I’ve made on that brand as an example to go by to inform the thinking/flow on the sister brand. Also because I mentioned it went well with client when they ask. All for sharing thinking w/ the team & I know we feel imposter syndrome to varying degrees, but I also feel like it’s good for planners to find their own voice/style/flow. Thoughts?

Anyone joined epam anywhere for React/Angular.
Please share client interview experience?

What percentage of DDs can I expect in MBB PE practices? Took part in several recruiting events and HR said I would work also on other related project types, but not sure how common that is vs. DDs

Anyone hiring in planning process or transformation practices? Not really happy with my boutique. Experience would likely translate to experienced M level at bigger firms. Have experience leading process design projects, IBP and Anaplan implementation projects. Getting more involved w/ o9 too but no project lead experience

The thing I struggle with the most on a project is being able to quickly understand the business process of the clients across different industries. Any tips or resources I can use to improve that?

Looking for guidance. I’ve been in people manager roles (in director/senior leader capacity) for the last 5 years now, and prior to that I was a “rockstar” Project Manager. I’ve worked really hard to get to the position I’m in today, but I’ve been recently asked to move from my current role to a senior IC role to take on a highly visible Program for the company, with some very senior stakeholders. I feel conflicted as it does feel like I would be backtracking in many ways. Thoughts?

Hello everyone

I have been in the Customer success manager position for the last 1 and a half years and working in an IT company in Gujarat. I want to relocate to dubai. Does my experience help me to get a decent salary job as a CSM or Project manager in Dubai?

My total work experience is of 9 years in various domains.

Thank you in advance.

Best Regards

West Coast and Midwest reps who actually get consistent food and tabletop boards, where you at? I’ve got a director with a great reel of mostly over delivered low budget work, but a strong client list. I’m looking for someone who is a go to resource for agencies with these tops of jobs. I’ve already submitted a form on the AIR website. Thanks :)

What happens if I fail to clear client interviews multiple times? Will they terminate me?
Its been a month i have joined and not able to clear the client interview 😞.

Hi Fishes,
+Repost
I have 6 years of experience and have offers from the below companies, Help me on selecting the same?
I am getting a headache as my last date is approaching. Please Help me before Jan 18.

Company, project, CTCdetails are below.

Value Labs - Banking(Fullstack) - 19Fixed + 2LPA
NTT Data - Well Fargos (React) - 20 + 3LPA
Hexaware - Amaze Banking Project (reactjs,AZURE) - 20+2 LPA
GSPANN - Sports E-commerce (AWS, MERN) - 20+2 LPA

Hey beautiful people,
I’m 27Y and work in tech. Unfortunately my carpal tunnel is getting worst slowly. I’m worry that I still have like 45 years more to be retired and can’t stop working because I have a f* mortgage to pay 😭 I have a super ergonomic workstation, but I know my hand needs a long rest, and I can’t do it… Does anyone relate? What do you recommend?

Looking to get Lasik in 2018. Recommended practices and pricing data points please!

Would anyone mind explaining how the heck to edit a workflow that's saved as a .yxzp file? All of the zipped files get spat out after I open and import, and I don't understand how to package them up again 😥 I've already tried google so any guidance would be much appreciated!

Hi ,
Can some one please refer me ?
I have experience in automation Testing .
YOE-2.1 LWD-4th October

Just curious - What is a ballpark estimate of in hand salaries for people with around 5+ years of work ex and an MBA degree(Tier 1 college) in India?

Hi everyone, really sorry to hear about the recent layoffs. I would be happy to refer to KPMG—please DM me if you’re interested.

I am a technology trainer for MERN and MEAN stack. My current CTC is 9Lac, should i consider switching.
Am I underpaid or is the CTC justified.? I have 6YOE

What's the timelimit for accepting the offer letter from EY GDS?

Recommendations for firms to look into in South FL? I'm in Ft. Lauderdale but am open to Boca or Miami. I'm a first year associate in ID (coverage issues) but really would prefer transactional work. More importantly though, I'm looking for companies who pay relatively well (doesn't necessarily have to be market), are open to remote/hybrid work, aren't sweatshops. I'd settle for insurance work if theres good WLB & $$$ lol

Hey, is anyone hiring an HR Program/Project Manager or lower? I’m an HR PMO and looking for a change. YOE 2.9. Remote/hybrid any would do.

If you have been given an official review and were told you’re on track to become partner, how did that play out for you? Really interested in individual stories.

Doing a federal clerkship and thinking of my options after. Anyone in NJ/NY/PA biglaw lit group with collegial and pleasant work environment? I do not care about billable requirements/workload, just salary and don’t want to be treated like shit.

Have a 2/15 call on ghiv. Tanking today, drop it?

Has anyone moved to ireland or visited for a long period of time. A role is opening up there and I have the potential to move. What are some things that I should consider. Currently live in SF, CA

Left a client because all I was making were banners and social media only to learn that my new client is exclusively banners and social media. Is my career hitting a dead end?

Any recs on a good office chair for the back? Looking to spend <$350

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?

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.

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

What are the in house exit opportunities?

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

Where is everyone buying their EP portfolios for clients?

Hello All,

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

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?

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

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

Fav trust drafting software and why?

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

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

Is anyone else getting absolutely slammed with work this month?

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.

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

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?