Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

Speakers: Technology expert Ben Schorr, the author of Microsoft Office 365 for Lawyers, Barron K. Henley, Esq. a partner in Affinity Consulting, and practicing lawyers, Martin Shenkman, Esq., Mary E. Vandenack, Esq.
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. The focus of this program will be:
• How Microsoft Office 365 can be used by estate planning lawyers in their practices. Specific uses of Office 365 for the estate planner, including legal features of core Office 365 services such as Outlook, Word and OneNote. We’ll also discuss useful Office 365 apps that you might not be aware of such as Teams, Forms, Bookings, To-do, Flow, Message Encryption and Groups.
• How Microsoft Word can be used to automate document generation.
• Other technology recommendations covering everything from speech recognition software to case management software to A.I. add-ins for Word to services for digital signatures, secure file sharing, and more.

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