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

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Additional Posts in Estate Planning Attorneys

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

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

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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

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

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.

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?

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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

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?

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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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