Many estate planning attorneys choose to expand into the practice of trust administration to provide additional legal services to their clients and increase profits in their law firms. As an estate planning attorney, you may initially encounter trust administration when a long-time estate planning client passes away and the family turns to you, as the trusted legal advisor, for help. Or potential clients may find you online while searching for a trusts and estates attorney because they need help handling the legal issues surrounding their deceased loved ones’ final affairs.

From new SECURE Act guidance to the invalidation of a forum selection clause by a California court, we have seen some significant developments in estate planning and business law over the past month. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

Estate Planning Awareness Week is just around the corner. According to the caring.com 2024 Wills and Estate Planning Study, 64% of Americans say that having a will is important, yet only 32% actually have an estate plan. Now more than ever, attorneys must dedicate time to educating their communities about estate planning and addressing the misconceptions that may keep many Americans from realizing the value and legacy preservation that a proper estate plan can bring them. In addition to providing a complimentary marketing package to help you get started, we are sharing three ways you can market your practice and get the conversations going.