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

like
Posting as :
works at
You are currently posting as works at

Following!

Related Posts

What are the Designation level at HSBC GSC for Hyderabad location. What is the band for Assistant Manager

From a UX Director... “Design is everything. You’re nothing without design.” Excuse me?

funny

Hi All
#JavaOpening
#Java
#Opus Consulting Solutions

Kindly DM me your resume along with your notice period , if you want to apply.

Post Photo
like

Can women leave office early given safety concerns?

like

Hi everyone,
I have a fully furnished room in an already set and functional flat to sublet. It is located in sector 38 gurgaon, near Medanta.
PS: it’s a girls flat

Time to go SWIMMING !!!

likefunny

Best books on leadership and self development?

like

I know signing bonuses are common in Consulting, but what about when moving to industry? Think Director+ roles

like

Does anyone think that UK Consulting significantly differs from US Consulting? For instance, there seems to be far less emphasis on an MBA in the UK for career progression

Best books about product management for a good exit to industry? I already have an MBA and PMP but looking for a refreshed perspective since it’s been years since my formal education.

Currently reading “Product Managements Sacred Seven” but it’s geared toward the startup world. I am in healthcare and not looking for a startup role. TIA!!!

like

What are the salaries like at level 9 & 10 for management consulting in digital commerce at Accenture strategy? My profile: 4 years tech experience in e-commerce and data + MBA from tier 2 bschool + ecommerce BA experience at Capgemini

like

Hi Fishes,
Just curious to know if a PRINCE2 certification is worth doing for a PreSales guy? Any insights would be appreciated.

Moving as a single 27yo, need to be at ASU 2x per week. What location provides best access and value for intramural sports, bars/restaurants, date activities, and whatever else I'm forgetting?

Tempe/Mills Ave (for school and it's a cool area but too young?), Old Town Scottsdale (is it touristy?), Roosevelt Row (too far from school), somewhere else?

like

I received an offer from a boutique litigation firm and a large law firm on the same day! I want to take a little time to consider both. What’s the typical time frame to respond?

like

Hey Fishes,
I got a WhatsApp verification for my application, saying Infosys would like to take it further give us confirmation can anyone tell me how much time it takes to get interview call

Anyone working in global pricing & market access (P&MA) consulting? New to the field and conscious which firms are top in their game

like

To ZSers who got onsite: How to get onsite opportunities as BTSA?

like

Do new hires get a work from home stipend ? If yes how much and how to request for it. I am@a fully remote employee.

How do married folks manage finances ..keep them separate or everything common? Have heard married people splitting rent and stuff and not sure I fully understand how common are situations like that.

like

Additional Posts in Estate Planning Attorneys

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

helpful

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

like

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.

like

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.

like

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

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

like

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?

Hello All,

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

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!

How do you get a credit report for a deceased person, without being the executor?

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

like

What are the in house exit opportunities?

like

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

like

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

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

like

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.

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!

Where is everyone buying their EP portfolios for clients?

like

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

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?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal