What are the in house exit opportunities?

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Working for a trust company or trust department at a bank seems the most obvious.

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Additional Posts in Estate Planning Attorneys

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

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

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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?

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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!

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

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Hello All,

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

Attorney with ADHD, just joined a firm which lacks a good organizational system for finding form language, past documents, etc. and I'm still struggling to master the search function on the program we use. I'm thinking I need to build an incredibly robust excel sheet and just track everything; does anyone have a better idea? Or an excel file they'd like to share? Frankly, I'd welcome any suggestions or best tips for staying organized, whether it's probate deadlines, finding language,etc. Thanks!

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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?

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