Tips on Building Your Estate Planning Practice


Episode Summary:

We all face the difficulty of filling in the gap between what attorneys learn in law school and what they need to know in the real world of running a law firm. Specifically, running a law firm like a business. New and transitioning attorneys want to learn the foundations of building a successful estate planning practice but just need the guidance and know-how to get there.

In this legal podcast, Henna Shah, JD, LLM, and host Patrick Carlson, JD, LLM, discuss best practices and common mistakes made when starting a law firm, easy legal marketing strategies you can implement now, and the best legal resources and attorney software that will grow with you and your practice.

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Henna Shah

About The Guest:

Henna is the Associate Editor of Wealth Docx. Prior to joining the WealthCounsel editorial team, Henna had her own firm in New York and New Jersey, becoming a WealthCounsel member in 2007. She spent many years as an attorney with large law firms in New York and California before starting her own practice. Her estate planning practice has always focused on the needs of high net worth individuals and families.

Henna has lectured extensively for state bar and continuing legal education events. She received her JD from the Maurer School of Law at Indiana University and her LLM from NYU School of Law.

Episode Details

Episode Key Points:

(00:53) What advice do you have for attorneys thinking about adding estate planning to their practice?

(05:00) What would you suggest attorneys do to grow their estate planning client base?

(13:50) How can attorneys build their circle of influence?

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Episode Takeaways:

Check out Wealth Docx® online, which empowers you to draft accurately, efficiently, and securely—anywhere, anytime, from any device . See what’s included in the software, and schedule a demo today to see how it can benefit your clients and your practice!


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