Shenkman Law

Client PortalClient Login
  • Services
  • The Firm
  • Blog
  • Newsletter
  • Press & Awards
  • Resources
  • Webinars
  • Podcasts
  • Contact
« Back

    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.

© 2023 Shenkman Law
  • Services
  • The Firm
  • Blog
  • Press & Awards
  • Resources
  • Contact
  • Privacy Policy
  • Site Map
  • Code of Ethics
  • ADV 2A Firm Brochure
  • Chronic Illness
  • LawEasy