Symposium is the nation’s leading estate and business planning conference. This year, Symposium offered over 50 learning sessions with 5 learning tracks, 45 speakers, our new Paraprofessional Symposium, and explored some exciting new services and products. If you weren't able to attend, check out what you missed in the highlights below!
When it comes to your law firm’s success, optimizing workflow processes (like drafting) is imperative. According to the American Bar Association, using automated document assembly software is the most efficient and accurate way to draft your clients’ legal documents. Not only does a good drafting system automate the drafting process but it should also be continuously updated and improved so it reflects current best practices, laws, and legal strategies.
As busy practitioners, it’s hard to juggle it all: meet with clients; manage and grow busy law practices; stay on top of current developments in our field; satisfy our CLE requirements; and find time for self-care, family, and friends. Luckily, WealthCounsel has a staff of industry experts whose roles are dedicated to making sure our members are supported with educational opportunities and current development updates, enabling you to focus on practicing law and living your life.