Trusts & Estates

read
Trusts & Estates

Tips on Building Your Estate Planning Practice Transcript

Are you interesting in starting your own estate planning law practice? Are you unsure of where to start? Henna Shah, Associate Editor of Wealth Docx, and Insight Briefs host, Patrick Carlson, JD, LLM, discussed all that goes into starting a law practice, including best practices, common mistakes, legal marketing strategies and attorney software.

Fill out the form below to view the transcript of their discussion.


Complete the form to get your free guide

Related Resources

EPAW No CTA
read
Trusts & Estates

2022 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

2020 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders