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

So, a possible Blue Wave in November with some promises to reverse the 2018 tax cuts and maybe introduce at-death realization of capital gains - should mean a hectic November-January, right?

(Then again, I've been wrong before. Last time it was "So, a global pandemic that preys on the elderly, many of whom have a bunch of unused gift and GST exemption lying around since 2018 - probably a busy time for estate planning?" Was underwhelmed. )

How do I get a credit report for a deceased person?

What are your a la carte pricing for estate plan documents?

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

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

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Fav trust drafting software and why?

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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A house was secured when it's owner went through Title 13 bc of yrs of homestead, easiest way to keep it under owners plan as animal shelter once deceased, instead of redistributed state property?

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!

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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I’ve been working as an estate planning attorney in State A for the last 4 years. My husband just got his dream job (very high paying, lots of career opp for him) in State B. We’re still deciding what makes most sense for our family, but we’re leaning toward heading to State B. Anyone have any experience with this - moving states when EP can be so state specific? I’m worried how I’ll market myself/find a new job/start over.

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!

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. 😉

I wonder if anyone has switched from another practice area to estate planning and if so, what would be helpful? 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

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

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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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