Estate Planning Resources
Enhance your estate practice in 2024 and set it up for success with this curated list of exclusive resources. Picked by estate planning experts, these resources offer valuable insights, tools, and best practices to elevate your practice.
Exclusive insights from fellow practitioners
Learn how much practitioners in your area charge for their services, what is their typical process, their thoughts on the future of estate planning, and much more.Download the report
Try eState Planner and create better estate plans in minutes
Streamline client intake, create error-free estate plans, and generate legal documents like wills and powers of attorney.Free trial
30+ CPD-accredited webinars available on demand
Browse our webinar library for innovative and up-to-date resources to help you excel in your practice. And earn up to 15 hours of CPD credits.Access the library
The guide to better planning meetings
Planning meetings often lack structure, resulting in an overwhelming experience for clients. Download this guide and simplify your next will planning meetings.Download
Standardize and streamline your estate practice
Save time and standardize your practice with our step-by-step estate planning checklist. This checklist is used by 1,000+ lawyers to enhance their end-to-end process.Download
Online course to learn estate planning best practices
This 1-hour, self-paced course is designed to teach practitioners a foundation of estate planning. It reviews the fundamentals as well as goes into depth on some topics.Sign up for free
