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

251023 Quarterly teaser email Issue4 no footer HW 1
read
Trusts & Estates

WealthCounsel Quarterly, Volume 19, No. 4—Fall 2025 Issue

This fall issue covers advising estranged families, key tax concepts, Medicaid liens, and fiduciary duties of LLC managers.

Learn More
251021 Quarterly thumbnail Charitable Planning Thumbnail DL
read
Marketing

Charitable Planning Primer: Individual Taxpayers and Charitable Giving

Download the full article to effectively guide your clients through their charitable planning options and ensure their charitable giving aligns with their financial situation.

Learn More
251006 EPAW Thumbnail Estate Planning Self Check up 400x400 HW
read
Marketing

Client Handout for Financial Advisors

A powerful free resource designed exclusively for financial advisors to help clients evaluate the health of their estate plans.

Learn More

Get the Premier Magazine for Industry Thought Leaders