What software (aside from MS office) do you use and find helpful? Have you integrated AI into your practice productively, and if so, how?

Ive got a hedge fund research interview at an asset manager coming up. Spec is to contribute towards manager selection, research HF strategies, emphasis on both quantitative and qualitative research.

Anyone know what kind of skills they might be looking for? Particularly on the quant side as i have less experience there

How are those over 60 handling covid 19 aspects of being labeled population that should treated differently when coming back (or if allowed to) to work?

🤬🤬These freaking mosquitoes are killing me. I hate that bug spray needs to be included as part of my going out routine.

Does anyone have suggestions for fragrance free options?

Have you received a performance evaluation that you did not agree with? And how did you deal with it?

Can anyone tell me what first year KPMG audit seniors make in the DC area?

To those using Prosystemsfx, have you had issues with not being able to insert rows or indent text in Excel? I’m sure there’s more but those two not working really bugs me

Daily Dordle #0005 4&6/7
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⬜⬜🟩⬜🟨 ⬜⬜🟨🟨🟩
🟩🟨🟩🟨🟩 🟨⬜🟨⬜⬜
🟩🟩🟩🟩🟩 🟨⬜🟨⬜⬜
⬛⬛⬛⬛⬛ 🟩🟩⬜🟨⬜
⬛⬛⬛⬛⬛ 🟩🟩🟩🟩🟩

Anyone playing Dordle?

This is my first holiday season in Charlotte, is the tree lighting festival worth attending? Does anyone know what to expect?

How come I have to pay $116 out of pocket for my dental exam and cleaning? Is this covered by your firm’s dental coverage plan?

Abused and isolated as a kid. I have terrible memory. Like I don’t really remember the past few months except in broad strokes and memories of my childhood are more non existent than existent. I’m working through this with my therapist. Does anyone have any experience with emotional and memory repression? Curious on your advice

Folks whose parents moved to US after getting GC, what are big ticket item you have to spend on. I guess they won't get medicare, so inaurance cost would be there. How much is health insurance. What other expenses to plan for.

Does anyone recommend a therapist based in NYC? I’ve never seen one before but have been thinking about this idea recently. What is the average cost and how often do you see your therapist?

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.

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

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

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

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

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!

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

Hello All,

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

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

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.

Is anyone else getting absolutely slammed with work this month?

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

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

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?

What are the in house exit opportunities?

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!