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

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!

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.

Where is everyone buying their EP portfolios for clients?

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

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

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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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Fav trust drafting software and why?

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

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I am currently interviewing for an Estate Planning position at a law firm called Oath Law. Has anyone heard of this firm and have any insights and/or thoughts on them?

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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?

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!

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

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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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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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Is anyone else getting absolutely slammed with work this month?

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