55th Annual Heckerling Institute on Estate Planning
March 3 – 6, 2021 | Virtual Institute
InterActive Legal proudly continues to be a Platinum Sponsor
You’re invited to view our Featured Event during Heckerling 2021
Originally broadcast on Wednesday, May 5, 2021
Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents
Presented by Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.
Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice. Document generation software can enable you to expand the services you provide, provide goodwill to existing clients in ways that otherwise would not be feasible, facilitate your taking full advantage of the laws of trust-friendly jurisdictions, and more.
Have you really harnessed the full power of document generation software? In this program, renowned estate planning attorney Martin M. Shenkman joins esteemed writer, speaker, and InterActive Legal co-author, Jonathan G. Blattmachr, to discuss the myriad ways document generation software can expand your practice, generate goodwill with clients, increase efficiency, and create a bridge to the next generation of clients, promoting continuity for your firm. Even seasoned veterans and early adopters of document generation software will learn new ways to leverage it in order to meet their long-term business goals. Whether you are looking to expand your client base, generate more revenue, or increase your work-life balance by getting the most out of your time, this presentation will offer tips for making the most out of this powerful tool.
Notable Articles and Videos
Thank you for visiting our virtual booth at the Heckerling Institute on Estate Planning. Below are notable assets we recently published that you may wish to revisit. Take advantage of our extensive legal knowledgebase filled with substantive articles, presentation materials, sample forms and other exclusive content developed by nationally renowned authors.
Articles
by Natalie Choate
No Time to Waste
by Jonathan G. Blattmachr and Martin M. Shenkman
Our Most Popular Documents and Where to Find Them
by Teresa L. Bush
Look Before You Transfer: Is there a PPP Loan?
by Vanessa Kanaga
by Teresa L. Bush
Videos
Drafting The 15-Minute Estate Plan Using InterActive Legal
This video demonstrates using InterActive Legal to draft an estate plan for a married couple in less than fifteen minutes. Efficiency tools (such as custom profiles and document packages) are used to minimize drafting time when default options are appropriate for a client. However, the drafting attorney can always deviate from his or her custom defaults when necessary. The power of InterActive Legal’s drafting systems is magnified when you customize it for your own firm’s use, greatly minimizing active drafting time.
Automated Drafting System
InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal… as well as the consequences of ignoring the opportunity.
Heckerling Review Webinar
2021 Roundup of the Heckerling Institute on Estate Planning
This presentation was not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute visit law.miami.edu/heckerling.
As in prior years, Marty Shenkman spent the week of (Virtual) Heckerling 2021 riding herd on all the sessions to drive home the best from the 55th Annual Heckerling Institute on Estate Planning. Saddle-up and gather ‘round the campfire as Marty and sidekick Jonathan Blattmachr recount the takeaways from this year’s conference.
The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 60-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.
Topics include: recent developments (including pending legislation); planning for retirement assets post-SECURE; income tax pitfalls in estate planning; asset protection; diversity, culture, and ethics in estate planning; GST tax issues; ethical challenges of remote working; international estate planning and planning for non-citizen spouses; and so much more.
Awesome educational content
is not our best feature
Discover the force-multiplier effects our automated document drafting and assembly solutions can bring to your practice.
Clio Manage Integration
The InterActive LegalSuite™ Clio Manage Integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts.
This integration allows seamless import of the contact information and other details entered in Clio Manage (i.e., spouse, beneficiaries, and other parties) into a NEW InterActive LegalSuite Client Interview. When importing into ILS, subscribers are prompted to select a Matter from Clio that will be used as a reference for ILS to import the Client and any Related Contacts linked in that Matter.
Clio Manage Integration is FREE for all InterActive LegalSuite subscribers that also subscribe to Clio Manage. Are you already using Clio, but not yet an InterActive Legal subscriber?
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