Looking to connect with estate attorneys in the MA, NY, NJ area

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Additional Posts in Estate Planning Attorneys

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.

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

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

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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?

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

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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.

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

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

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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 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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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?

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

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

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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!

Any tips for best places to search for estate planning jobs? LinkedIn, other places? I’ll likely need to leave my current associate EP attorney position at a small firm in CA to move to WA (Seattle area) due to my spouse’s new dream job. Nervous about the transition to new state’s law, plus the job search. Wondering if I should broaden my search to other areas of law. Any tips would be greatly appreciated!

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