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Make More Money: Automate Drafting Estate Planning Documents

August 9, 2022 @ 4:00 pm 5:00 pm EDT

Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq.
Make More Money

Webinar Description

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With automation you can concentrate on what you enjoy most, legal work, not proofreading, office administration and other less profitable and less pleasant tasks. Done right, automation provides incredible economies of scale. If you have six partners in three offices, and each office uses their own forms, consider the time spent by each of the three groups updating forms, and the inefficiencies of attorneys in one office working on client documents prepared by attorneys in another officeR? Consider the increased profitability of having uniform documents? Eliminate the risk of having wrong client names or identifying information in documents. Eliminate repetitive entry to client, family and other data. Reduce malpractice risks. We know you LOVE your forms, but how many people are involved on a regular basis in updating them? If you use document generation software, not only does the software company update forms regularly, advised by a large national editorial advisory board, but thousands of colleagues around the country regularly work with the forms submitting corrections, improvements, and recommendations. If you have one or more niches of clients, automating the process and documents for each niche can substantially increase profitability. Have you really evaluated the total actual costs (including indirect costs) of using manual documentation? In a malpractice case can you defend why one attorney at the same firm uses one clause and another does not?  Automation leverages the highest and best value of more experienced attorneys. Learn from real life case studies from attorneys taking different, but equally successful, approaches to drafting documents using document generation software, which we will cover in this presentation.

Join us to learn how two busy estate planning firms analyzed the costs and benefits and then incorporated document automation into their practices.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Webinar Sponsors


Deirdre R. Wheatley-Liss divides her practice between representation of business owners and their businesses, counselling individuals and families, and advising non-profit entities.  Ms. Wheatley-Liss counsels business owners on legal and structural issues related to start-up, financing, growth and exit strategy.  As a tax attorney, she always keeps an eye on minimizing a business owner's "silent partner" – the IRS. She also advises on director and officer (D&O) liability issues, including business succession and break-ups. By creating the most efficient organizational structures and contractual arrangements during the infancy and growth of a business she has helped clients keep hundreds of thousands of dollars in their pockets upon the sale of the mature business.  To educate both the public and the legal community about issues relating to business ownerships, Ms. Wheatley-Liss is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cybersecurity.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City.  His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.  Mr. Shenkman is an author of over 42 books and more than 1,000 articles.  He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal.  He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.  Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.  Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

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