eState Planner

When clients need urgent will changes, estate lawyers must balance efficiency, clarity, and risk. Join Ian Hull, LSM and Jordan Atin for our next CPD webinar on best practices for handling urgent will changes, including alterations, revocations, and codicils. 🗓️ Thursday, December 4, 2025 🕧 12:30 pm ET | 9:30 am PT 🖋️ Registration: https://lnkd.in/gvpTCkMK

Poor mental health affects thousands of Canadian legal professionals every year. Join our next webinar to learn how to build a healthy estate practice. Sign up for this CPD webinar that qualifies for EDI credits, a session where Doreen So and Ian Hull, LSM explore how lawyers can assess their own performance and the quality of the services they provide. 🗓️ Thursday, November 27, 2025 🕧 12:30 pm ET | 9:30 am PT 🖋️ Registration: https://lnkd.in/g8M2XnUN

Over 400 Canadian firms use eState Planner to save time on client files, reduce planning errors, and grow their practice. Voted the best wills and estates software for professionals for the fourth consecutive year, we're offering our biggest discount of the year on new subscriptions this month for Make a Will Month. Visit e-stateplanner.com and book a demo to learn more about this limited-time offer and how eState Planner supports estate lawyers and their practice.

We surveyed 140 Canadian law firms to learn how they manage workflows, structure fees, and navigate the evolving legal landscape. What did we learn this year? 🤝 Client experience is lawyers' top priority 📈 Law firms have raised their fees for two consecutive years ⚙ Increased adoption of modern drafting methods to streamline processes Download the new estate practice report to learn how much lawyers in your area charge for their services, how they grow their practice, and much more.

🚨 Save the Date: Estate lawyers, join our next in-person event to learn how to mitigate risks in estate planning and administration. We're partnering with Estateably, Estatesearch Canada, and Custodius for a content-packed evening focused on risk mitigation in estate planning and administration. Join us for this CPD-accredited event as we’re bringing together some of the brightest minds in the space to dig into the real-world side of risk, what’s changing, what’s working, and what’s next. 🗓️ Thursday, November 6, 2025 🕧 4:00 - 7:00 pm ET ✅ 3 CPD hours - 1 Professional + 2 Substantive 📍 Novotel Toronto North York 🖋️ Registration: https://lnkd.in/eHzRQ57x #LegalTech #EstatePlanning #TrustAdministration #CPD

Join us this Thursday for a special webinar on best practices for growing an estate planning practice. Whether you're new to wills and estates or looking for advanced strategies, Jordan Atin and Ian Hull, LSM will cover setting fees and disbursements, conducting effective client interviews, and tips for growing your will client base. As an approved CPD provider by the LSO and LSBC, this webinar qualifies for 30 minutes of Substantive Credits. 🗓️ Thursday, October 23, 2025 🕧 12:30 pm ET | 9:30 am PT 🖋️ Registration: https://lnkd.in/gu3k7vfg