Tips & Tricks To Stay On Top Of Your Estate Planning Cases

The Legalboards team was excited to be joined by Audrey Ehrhardt, Esq., CEO of Practice42 for an informative session originally held on February 29th, 2024. Audrey talked all about estate planning workflows, how to improve what firms already do, and how to keep delivering superior service to clients.

Watch The Webinar

In this free previously recorded webinar, you’ll get 5 tips and tricks to help you improve how you handle your estate planning cases. This session is a can’t miss for estate planners who want to learn more about how they can communicate and streamline their current processes. With these tips and tricks, you’ll be able to save money, time, and stress without sacrificing the quality of service you provide to clients.

Learn How To Implement These Tips Using Legalboards

Want to learn more about how to take the theories and make them practical? Stay tuned for a special course that will help you apply what you learned during this session. Curious about how Legalboards can help with the way you work? Learn more about our time-saving features here

If you have any questions about the session, please feel free to reach out to us here!

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