Technology and Estate Planning

Accreditation Wreath Icon AL
SKU: EST9300
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even those are not necessarily making full use of their applicability in creating a more efficient and creative format for clients. This CLE course, presented by Betsy Ehrenberg of Legacy Concierge, will present various software solutions to help attorneys manage their clients’ legacies digitally as well as demonstrate how technologies such as Gotomeeting and can be productively utilized. The course will explain solutions for billing and time systems, updating clients on legal and administrative changes and the use of sites such as Linkedin, MailChimp and other services. Presented by several experts in the field of developing technology, the course will also address options for practitioners such as retainer agreements to address tech issues such as cloud storage and text messaging.

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