Using Tech to Improve an Estate Planning Practice

Speakers: Martin M. Shenkman, Esq., Betsy Ehrenberg, Mary E.
Vandenack, Esq., Vanessa Kanaga, Esq., Mary from Temi.

Sponsor: Interactive Legal and Peak Trust Company

Course Description: Technology can transform how practitioners
provide estate planning services, and even provide new services to
offer. Some technologies are already commonly used but might be
applied in new ways to make practice more efficient. Other
technologies are just being adapted by professionals. The focus of this
program will be practical discussions of how practitioners can adapt
different technologies and use them in their practices. Betsy
Ehrenberg of Legacy Concierge will explain how software can manage
a client’s post-death digital footprint. Representatives from Interactive
Legal will briefly overview how document generation software can
facilitate creating a wider range of tailored trust documents for clients.
We will demonstrate briefly the use of Gotomeeting as a web meeting
tool and how a web meeting can be recorded and transcribed to
provide a written base for creating a client memo using Temi.com for
transcription. We’ll show how a time and billing systems can be used
to inform clients of new changes in the law as well as address
administrative considerations. Uses of firm websites and Linkedin will
be illustrated. Mass mailings of client newsletters using MailChimp and
outsourced services will be illustrated. Provisions practitioners might
wish to add to their retainer agreements to address a range of tech
issues such as cloud storage, text messaging, and more will be
illustrated with sample language. The program will feature several tech
experts and lawyers all sharing their practical suggestions.

*There are no professional advancement credits (CPE, CLE, etc.)
offered for viewing this webinar.