Help! How do I learn to draft an estate plan?

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There is no substitute for experience. Even if you feel absolutely unqualified to draft a plan, there is no other way but to struggle through it. In the Estate Planning Bootcamp, we help you map out a plan to do just that.

One of the biggest hurdles in jumping into the estate planning arena is the sheer volume of documents you have to learn to create for your potential clients. We’d like to suggest that, really, this is more of a mental hurdle than an actual barrier to entry. The bigger task, and one you must begin to master early on, is learning to attract people to you and helping them say “YES!” to themselves and their families. We can promise you that you will learn the technical/legal aspects of your work, that you will learn to create good plans that work. Time after time, we have heard experienced attorneys say that it’s not the product delivery part of their businesses that they have challenges with, its marketing.

About the Contributor
Alexis Neely is a Law Business Mentor and creator of the New Law Business Model. She built her law practice from scratch into a million dollar a year generating business in just three years with the new law business model her family and her clients loved.

Topics:  Business Development, Estate Planning

Published In: Professional Practice Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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