We know this can be a challenging service to add to your practice. This is just one of the reasons why we hold a one-day live event each year dedicated to ensuring that you have the training you need on this type of legal service. Just a few of the topics we cover are:

  • Building Trust, Good Communication, and Strong Relationships Early in the Estate Planning Case
  • The Probate and Trust Administration Workflow You Need in Your Law Firm
  • Effective Automation for Your Probate and Trust Administration Workflow
  • Critical Automation Best Practice Tips and Training for Your Probate and/or Trust Administration Employees
  • Building a Successful Referral Network for These Cases (with a State and Nationwide Perspective)

You may learn more about this course and when it will take place each year on our Practice42 Education webpage