ICLE | Building Your Future Estate Planning Practice Today
Building Your Future Estate Planning Practice Today
05/15/19 Acme | CLE: 2.75 | Level: Intermediate/Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Embrace Technology, Gain Efficiency, and Enhance Your Profitability

Life as an estate planner is changing rapidly. Your future success depends on the steps you take today. Start transforming your practice and craft processes that fit your clients’ unique needs. Reduce costs and improve workflow. Make simple adjustments to how you handle files while transitioning as much as 90 percent of your paper files to an electronic format. Use proven strategies to automate more of your practice and work at the top of your license.

Benefits of Attending:

  • Reduce the paper footprint in your office by using a multi-step approach
  • Upgrade your trust drafting with Martin’s specific recommendations
  • Demonstrate the value of your work beyond the production of documents
  • Spend more time in client-facing activities to generate more business
  • Collaborate with related professionals to serve all of your clients’ needs
Available Formats