Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice

Most estate planning lawyers are working harder than ever, but not necessarily smarter. In this workshop, attorney and legal business strategist Laura Cowan will share a fresh approach to increasing profitability in your practice by redesigning your client journey, pricing models, and service delivery systems. Whether you’re a solo or small firm, you’ll learn how to elevate your perceived value, streamline your workflow, and attract the right clients—without adding more hours to your week.

Speaker Series Webinar – Artificial Intelligence and the Estate Planner: Resistance is Futile

Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.

Complimentary Webinar – Well-Being Trusts: Beyond Distribution Standards

While trusts have always been created to protect beneficiaries, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts, beyond just making distributions. 

Speaker Series Webinar – Handling the Important Stuff:  Practical Solutions for Estate Planners to Help Clients with Personal Effects

Matt Paxton has been cleaning up estates for 20 years. You may know him from television, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families. The lessons he has learned are invaluable for estate planning and probate attorneys alike. Estate planners can – and should – help clients plan now to make things easier on heirs later, through current inventories and decision making, while also preserving family history and stories. Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”

North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program

Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment.

Pennsylvania Bar Institute 2025 Elder Law Institute

InterActive Legal is a proud sponsor of PBI’s 2025 Elder Law Institute. Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

VAELA 2025 Fall Conference

InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference.