Technology and Estate Planning

MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!

Course Media Options

About This Course

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how practitioners can adapt different technologies and use them in their practices. Betsy Ehrenberg of Legacy Concierge will explain how software can manage a client’s post-death digital footprint. Representatives from Interactive Legal will briefly overview how document generation software can facilitate creating a wider range of tailored trust documents for clients. We will demonstrate briefly the use of Gotomeeting as a web meeting tool and how a web meeting can be recorded and transcribed to provide a written base for creating a client memo using Temi.com for transcription. We’ll show how a time and billing systems can be used to inform clients of new changes in the law as well as address administrative considerations. Uses of firm websites and Linkedin will be illustrated. Mass mailings of client newsletters using MailChimp and outsourced services will be illustrated. Provisions practitioners might wish to add to their retainer agreements to address a range of tech issues such as cloud storage, text messaging, and more will be illustrated with sample language. This CLE program will feature several tech experts and lawyers all sharing their practical suggestions.

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Feature Ribbon Icon
CLE Manager on a headset

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Feature Ribbon Icon
A wall of media options

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Feature Ribbon Icon
Customer viewing progress on a computer

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Feature Ribbon Icon
All of our media formats

Online, Audio CD, DVD, iOS/Android App, USB Stick

Learn at your pace, in the format that you prefer.

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options