Where is everyone buying their EP portfolios for clients?

I could not get myself to stop eating ice cream out of the container tonight no matter how much I knew I’d end up hating myself tomorrow for doing it :(

Anyone in here moved from risk consulting (internal audit + external audit support) to FDD with the hopes of breaking into banking? Or have y’all seen it happen before? Would probably be a step down from a comp and wlb pov but it’s a means to an end..

What are your expenses/time horror stories? Has anyone gotten fired in relation to expenses? Compensation withheld?

Ex-Deloitter here. My goal is to finish working across ALL of the Big 4, and then post-MBA at ALL of the MBB. Will I be considered a flight risk or will I garner the Thanos level respect I deserve?

Hello Friends, I have 2 questions please help to clarify.

I am joining in CTS on September last week so when i will be considered for appraisal ?

And also for variable compensation I will get in this March right? For this we don't need to wait for a year I guess.

Hey fishes, would be joining the PwC AC DDVIT team soon. Have some questions:

1) is this the same team as Strategy& practice under pwc?
2) how is the work life balance here? Avg. Working hours and timeline?
3) what are some benefits?
4) are there on-site opportunities? If yes only US or Europe too?

Does sunlife provide Onsite oppurtunities..

Lawyer Couples:
I’m currently an associate (no kids) in a very busy corp group (think 50-60 billable weekly). My wife works significantly less (currently part time, 10-15, but hopefully will be full time soon). I find myself getting upset when asked to help with basic household things (trash, cooking etc.) when she’s been lounging around watching Netflix all day. Am I being reasonable or am I a misogynist? How do you deal with one person having significantly more free time than the other?

How does one go about switching practice groups within the same firm? I was under the impression it’s better to lateral elsewhere but I do really like my firm, just not the work in this practice area. Want to switch from transactional to litigation.

My client wants both parties to list assets & liabilities as an exhibit to their prenup without values, but waive the right to know the actual valuation of those in the prenup itself. My initial thought is this is a terrible idea & would probably make the prenup easily voidable since a main requirement for a prenup is for both to understand the nature and value of the other’s assets. I will research in my jurisdiction to confirm, but has anyone ever heard of/done this? Thoughts?

Hold fast mein kinder, do not lose hope or your grip; moon landing may have been fake but this trip is real

Team dinner reccs? 5 ppl, $125 budget p’

How is everyone’s social life? Especially people who moved to New York during the pandemic.

Which consulting firm has the best 401k match?

Are other firms slow right now? Majority of our FDD group is unassigned. Not complaining, just curious.

Hi ,I am looking for UI/UX Designing Job in Accenture || 5+ Exp. || Figma || Adobe XD
Kindly consider my profile.

Applied via mail and portal but there is no response since 1 month. Kindly reachout to me.

Anyone know why PRL has shot up?

What is the max salary range ,if i am interested in joining BofA with 6 years of exp in Java developer role.

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

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

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.

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.

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

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?

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?

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!

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

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

What are the in house exit opportunities?

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

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?

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!

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?