--- title: Estate Planning Essentials description: Now that 2018 has come to a close and you're looking over your financials for the year, did your practice make as much money as you wanted it to? If not, and you're hoping to bolster your revenue stream in 2019, then consider attending an Estate Planning Essentials event near you. Estate planning is the perfect addition to your practice’s service offerings and here’s why... image: https://info.wealthcounsel.com/hubfs/2018%20Blog%20Assets/BlogHeader-three.png --- [![WealthCounsel](https://info.wealthcounsel.com/hs-fs/hubfs/WealthCounsel%20Logo%202018/WC-Flag-Logo-Rev.png?width=800&height=93&name=WC-Flag-Logo-Rev.png "WealthCounsel")](https://www.wealthcounsel.com/) ![Blog-hero_columns](https://info.wealthcounsel.com/hs-fs/hubfs/Blog-hero_columns.png?width=2800&name=Blog-hero_columns.png "Blog-hero_columns") # [Estate Planning Essentials](https://info.wealthcounsel.com/blog/estate-planning-essentials) Jan 7, 2019 1:56:17 PM  ![epe_blog](https://info.wealthcounsel.com/hs-fs/hubfs/epe_blog.png?width=1656&name=epe_blog.png) ### Learn how to boost your practice’s revenue Now that 2018 has come to a close and you're looking over your financials for the year, did your practice make as much money as you wanted it to? If you want to bolster your revenue stream in 2019, make plans now to attend an [Estate Planning Essentials](https://www.wealthcounsel.com/epe?utm_campaign=December%202017%20EOY%20promo&utm_source=hs_email&utm_medium=email&utm_content=68529059&_hsenc=p2ANqtz-8yZlEW4HkQ8iSCFOhDYHGG9CPHCJz9vDRnpoAhPj6C3iDNLHN2Qviqja0X9n9v-2YdH3Sh5Na-BQdYjFduilJRRXVassn5_aFhnlHjTQvIspUhfnU&_hsmi=68529059) event near you.  Estate planning is the perfect addition to your practice’s service offerings and here’s why: **Boost and stabilize revenue**: Diversifying your practice’s service offerings not only bolsters your income, it also stabilizes your practice when other streams of revenue dry up. Additionally, since estate plans need to be updated throughout a client’s lifetime, this legal service makes an excellent source of repeat business. **Easily tap into a large pool of potential clients**: Since every individual needs estate planning, the list of potential clients is never ending (unlike other areas of law). For attorneys who already have an established practice, marketing your new services to existing and past clients is a breeze. **Increase client satisfaction: **Ever feel like you’re tired of referring clients to outside counsel because you couldn’t handle their needs in-house? By adding estate planning to your practice not only will you stop losing potential income to other attorneys, but your clients will greatly appreciate your ability to handle all of their legal needs in one place. ### Map Out A New Revenue Opportunity Estate Planning Essentials is an intensive one-day course where you’ll discover the tools and techniques needed to establish and run a successful estate planning practice. You’ll learn how to attract and retain your first five estate planning clients, work within Wealth Docx® by drafting your own estate plan, and leave the course with a sample client binder. In addition to the Estate Planning Essentials one-day course, you’ll receive access to WealthCounsel’s online training modules for three months—totaling up to 34 CLE hours. See below to learn more and register for a course near you. - [January 25, 2019 - San Francisco, California](https://wealthcounsel.swoogo.com/epe-san-francisco) - [January 28, 2019 - Los Angeles, California](https://wealthcounsel.swoogo.com/epe-los-angeles) Topics: [Estates Planning](https://info.wealthcounsel.com/blog/topic/estates-planning) [Drafting Software](https://info.wealthcounsel.com/blog/topic/drafting-software) [Trusts & Estates](https://info.wealthcounsel.com/blog/topic/trusts-estates) Previous Post [![](https://info.wealthcounsel.com/hubfs/angry-family.png) ](https://info.wealthcounsel.com/blog/keeping-your-clients-estate-plans-drama-free) [Keeping Your Clients' Estate Plans Drama-Free](https://info.wealthcounsel.com/blog/keeping-your-clients-estate-plans-drama-free) Next Post [![](https://info.wealthcounsel.com/hubfs/adding-estate-planning.png) ](https://info.wealthcounsel.com/blog/why-you-should-add-estate-planning-to-your-practice) [Why You Should Add Estate Planning to Your Practice](https://info.wealthcounsel.com/blog/why-you-should-add-estate-planning-to-your-practice) ### Post a Comment This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Subscribe to Email Updates - Recent - Popular - Categories ### Lists by Topic - [Estates Planning (345)](https://info.wealthcounsel.com/blog/topic/estates-planning) - [Trusts & Estates (153)](https://info.wealthcounsel.com/blog/topic/trusts-estates) - [Business Law (147)](https://info.wealthcounsel.com/blog/topic/business-law) - [legal news (140)](https://info.wealthcounsel.com/blog/topic/legal-news) - [Elder Law (107)](https://info.wealthcounsel.com/blog/topic/elder-law) - [Drafting Software (65)](https://info.wealthcounsel.com/blog/topic/drafting-software) - [Practice Management (64)](https://info.wealthcounsel.com/blog/topic/practice-management) - [Medicaid Planning (55)](https://info.wealthcounsel.com/blog/topic/medicaid-planning) - [Continuing Legal Education (51)](https://info.wealthcounsel.com/blog/topic/continuing-legal-education) - [Legal Marketing (40)](https://info.wealthcounsel.com/blog/topic/legal-marketing) - [Drafting Solutions (32)](https://info.wealthcounsel.com/blog/topic/drafting-solutions) - [estate planning (26)](https://info.wealthcounsel.com/blog/topic/estate-planning) - [business planning (17)](https://info.wealthcounsel.com/blog/topic/business-planning) - [Special Needs Planning (15)](https://info.wealthcounsel.com/blog/topic/special-needs-planning) - [trust administration (12)](https://info.wealthcounsel.com/blog/topic/trust-administration) - [trusts (12)](https://info.wealthcounsel.com/blog/topic/trusts) - [estate planning practice (10)](https://info.wealthcounsel.com/blog/topic/estate-planning-practice) - [tax planning (9)](https://info.wealthcounsel.com/blog/topic/tax-planning) - [COVID-19 (7)](https://info.wealthcounsel.com/blog/topic/covid-19) - [Veterans Benefits (7)](https://info.wealthcounsel.com/blog/topic/veterans-benefits) - [SECURE Act (6)](https://info.wealthcounsel.com/blog/topic/secure-act) - [RLT (5)](https://info.wealthcounsel.com/blog/topic/rlt) - [Taxation (5)](https://info.wealthcounsel.com/blog/topic/taxation) - [legal technology (5)](https://info.wealthcounsel.com/blog/topic/legal-technology) - [small businesses (5)](https://info.wealthcounsel.com/blog/topic/small-businesses) - [client relationships (4)](https://info.wealthcounsel.com/blog/topic/client-relationships) - [DAPT (3)](https://info.wealthcounsel.com/blog/topic/dapt) - [Decanting (3)](https://info.wealthcounsel.com/blog/topic/decanting) - [GRATs (3)](https://info.wealthcounsel.com/blog/topic/grats) - [LLCs (3)](https://info.wealthcounsel.com/blog/topic/llcs) - [PPP (3)](https://info.wealthcounsel.com/blog/topic/ppp) - [SLATs (3)](https://info.wealthcounsel.com/blog/topic/slats) - [real property (3)](https://info.wealthcounsel.com/blog/topic/real-property) - [Build Back Better Act (2)](https://info.wealthcounsel.com/blog/topic/build-back-better-act) - [Buy-sell agreement (2)](https://info.wealthcounsel.com/blog/topic/buy-sell-agreement) - [Cryptocurrency (2)](https://info.wealthcounsel.com/blog/topic/cryptocurrency) - [GST (2)](https://info.wealthcounsel.com/blog/topic/gst) - [Gift and Estate Tax Exemption (2)](https://info.wealthcounsel.com/blog/topic/gift-and-estate-tax-exemption) - [Gifting (2)](https://info.wealthcounsel.com/blog/topic/gifting) - [Grantor Trusts (2)](https://info.wealthcounsel.com/blog/topic/grantor-trusts) - [IRA Planning (2)](https://info.wealthcounsel.com/blog/topic/ira-planning) - [Retirement Planning (2)](https://info.wealthcounsel.com/blog/topic/retirement-planning) - [Tax Cuts and Jobs Act (2)](https://info.wealthcounsel.com/blog/topic/tax-cuts-and-jobs-act) - [children (2)](https://info.wealthcounsel.com/blog/topic/children) - [digital assets (2)](https://info.wealthcounsel.com/blog/topic/digital-assets) - [estate tax exemption (2)](https://info.wealthcounsel.com/blog/topic/estate-tax-exemption) - [ethics (2)](https://info.wealthcounsel.com/blog/topic/ethics) - [income tax planning (2)](https://info.wealthcounsel.com/blog/topic/income-tax-planning) - [joint property (2)](https://info.wealthcounsel.com/blog/topic/joint-property) - [malpractice (2)](https://info.wealthcounsel.com/blog/topic/malpractice) - [separate property (2)](https://info.wealthcounsel.com/blog/topic/separate-property) - [Dynasty Trust (1)](https://info.wealthcounsel.com/blog/topic/dynasty-trust) - [Gift Tax (1)](https://info.wealthcounsel.com/blog/topic/gift-tax) - [NFTs (1)](https://info.wealthcounsel.com/blog/topic/nfts) - [Standalone retirement trusts (1)](https://info.wealthcounsel.com/blog/topic/standalone-retirement-trusts) - [Stepped-Up Basis (1)](https://info.wealthcounsel.com/blog/topic/stepped-up-basis) - [asset protection (1)](https://info.wealthcounsel.com/blog/topic/asset-protection) - [capital gains (1)](https://info.wealthcounsel.com/blog/topic/capital-gains) - [legacy planning (1)](https://info.wealthcounsel.com/blog/topic/legacy-planning) - [pet planning (1)](https://info.wealthcounsel.com/blog/topic/pet-planning) - [spendthrift trust (1)](https://info.wealthcounsel.com/blog/topic/spendthrift-trust) - [succession planning (1)](https://info.wealthcounsel.com/blog/topic/succession-planning) - [trust decanting (1)](https://info.wealthcounsel.com/blog/topic/trust-decanting) - [trust situs (1)](https://info.wealthcounsel.com/blog/topic/trust-situs) [see all](https://info.wealthcounsel.com/blog/estate-planning-essentials#) ### Posts by Topic - [Estates Planning (345)](https://info.wealthcounsel.com/blog/topic/estates-planning) - [Trusts & Estates (153)](https://info.wealthcounsel.com/blog/topic/trusts-estates) - [Business Law (147)](https://info.wealthcounsel.com/blog/topic/business-law) - [legal news (140)](https://info.wealthcounsel.com/blog/topic/legal-news) - [Elder Law (107)](https://info.wealthcounsel.com/blog/topic/elder-law) - [Drafting Software (65)](https://info.wealthcounsel.com/blog/topic/drafting-software) - [Practice Management (64)](https://info.wealthcounsel.com/blog/topic/practice-management) - [Medicaid Planning (55)](https://info.wealthcounsel.com/blog/topic/medicaid-planning) - [Continuing Legal Education (51)](https://info.wealthcounsel.com/blog/topic/continuing-legal-education) - [Legal Marketing (40)](https://info.wealthcounsel.com/blog/topic/legal-marketing) - [Drafting Solutions (32)](https://info.wealthcounsel.com/blog/topic/drafting-solutions) - [estate planning (26)](https://info.wealthcounsel.com/blog/topic/estate-planning) - [business planning (17)](https://info.wealthcounsel.com/blog/topic/business-planning) - [Special Needs Planning (15)](https://info.wealthcounsel.com/blog/topic/special-needs-planning) - [trust administration (12)](https://info.wealthcounsel.com/blog/topic/trust-administration) - [trusts (12)](https://info.wealthcounsel.com/blog/topic/trusts) - [estate planning practice (10)](https://info.wealthcounsel.com/blog/topic/estate-planning-practice) - [tax planning (9)](https://info.wealthcounsel.com/blog/topic/tax-planning) - [COVID-19 (7)](https://info.wealthcounsel.com/blog/topic/covid-19) - [Veterans Benefits (7)](https://info.wealthcounsel.com/blog/topic/veterans-benefits) - [SECURE Act (6)](https://info.wealthcounsel.com/blog/topic/secure-act) - [RLT (5)](https://info.wealthcounsel.com/blog/topic/rlt) - [Taxation (5)](https://info.wealthcounsel.com/blog/topic/taxation) - [legal technology (5)](https://info.wealthcounsel.com/blog/topic/legal-technology) - [small businesses (5)](https://info.wealthcounsel.com/blog/topic/small-businesses) - [client relationships (4)](https://info.wealthcounsel.com/blog/topic/client-relationships) - [DAPT (3)](https://info.wealthcounsel.com/blog/topic/dapt) - [Decanting (3)](https://info.wealthcounsel.com/blog/topic/decanting) - [GRATs (3)](https://info.wealthcounsel.com/blog/topic/grats) - [LLCs (3)](https://info.wealthcounsel.com/blog/topic/llcs) - [PPP (3)](https://info.wealthcounsel.com/blog/topic/ppp) - [SLATs (3)](https://info.wealthcounsel.com/blog/topic/slats) - [real property (3)](https://info.wealthcounsel.com/blog/topic/real-property) - [Build Back Better Act (2)](https://info.wealthcounsel.com/blog/topic/build-back-better-act) - [Buy-sell agreement (2)](https://info.wealthcounsel.com/blog/topic/buy-sell-agreement) - [Cryptocurrency (2)](https://info.wealthcounsel.com/blog/topic/cryptocurrency) - [GST (2)](https://info.wealthcounsel.com/blog/topic/gst) - [Gift and Estate Tax Exemption (2)](https://info.wealthcounsel.com/blog/topic/gift-and-estate-tax-exemption) - [Gifting (2)](https://info.wealthcounsel.com/blog/topic/gifting) - [Grantor Trusts (2)](https://info.wealthcounsel.com/blog/topic/grantor-trusts) - [IRA Planning (2)](https://info.wealthcounsel.com/blog/topic/ira-planning) - [Retirement Planning (2)](https://info.wealthcounsel.com/blog/topic/retirement-planning) - [Tax Cuts and Jobs Act (2)](https://info.wealthcounsel.com/blog/topic/tax-cuts-and-jobs-act) - [children (2)](https://info.wealthcounsel.com/blog/topic/children) - [digital assets (2)](https://info.wealthcounsel.com/blog/topic/digital-assets) - [estate tax exemption (2)](https://info.wealthcounsel.com/blog/topic/estate-tax-exemption) - [ethics (2)](https://info.wealthcounsel.com/blog/topic/ethics) - [income tax planning (2)](https://info.wealthcounsel.com/blog/topic/income-tax-planning) - [joint property (2)](https://info.wealthcounsel.com/blog/topic/joint-property) - [malpractice (2)](https://info.wealthcounsel.com/blog/topic/malpractice) - [separate property (2)](https://info.wealthcounsel.com/blog/topic/separate-property) - [Dynasty Trust (1)](https://info.wealthcounsel.com/blog/topic/dynasty-trust) - [Gift Tax (1)](https://info.wealthcounsel.com/blog/topic/gift-tax) - [NFTs (1)](https://info.wealthcounsel.com/blog/topic/nfts) - [Standalone retirement trusts (1)](https://info.wealthcounsel.com/blog/topic/standalone-retirement-trusts) - [Stepped-Up Basis (1)](https://info.wealthcounsel.com/blog/topic/stepped-up-basis) - [asset protection (1)](https://info.wealthcounsel.com/blog/topic/asset-protection) - [capital gains (1)](https://info.wealthcounsel.com/blog/topic/capital-gains) - [legacy planning (1)](https://info.wealthcounsel.com/blog/topic/legacy-planning) - [pet planning (1)](https://info.wealthcounsel.com/blog/topic/pet-planning) - [spendthrift trust (1)](https://info.wealthcounsel.com/blog/topic/spendthrift-trust) - [succession planning (1)](https://info.wealthcounsel.com/blog/topic/succession-planning) - [trust decanting (1)](https://info.wealthcounsel.com/blog/topic/trust-decanting) - [trust situs (1)](https://info.wealthcounsel.com/blog/topic/trust-situs) [see all](https://info.wealthcounsel.com/blog/estate-planning-essentials#) ## [**](https://info.wealthcounsel.com/blog/estate-planning-essentials#) [**](https://info.wealthcounsel.com/blog/estate-planning-essentials#) [**](https://info.wealthcounsel.com/blog/estate-planning-essentials#)   © 2024, WealthCounsel, L.L.C. | All Rights Reserved | [Terms of Service](https://www.wealthcounsel.com/terms-of-service) | [Privacy Policy](https://www.wealthcounsel.com/privacy-policy) | [Site Map](https://www.wealthcounsel.com/sitemap) 3 2nd Street, Suite 803, Jersey City, NJ 07302 T: [833-609-5658](tel:833-609-5658)  [information@wealthcounsel.com](mailto:information@wealthcounsel.com)   [[fa icon="chevron-up"]](https://info.wealthcounsel.com/blog/estate-planning-essentials#) [![WealthCounsel](https://info.wealthcounsel.com/hs-fs/hubfs/WealthCounsel%20Logo%202018/WC-Flag-Logo-Rev.png?width=800&height=93&name=WC-Flag-Logo-Rev.png "WealthCounsel")](https://www.wealthcounsel.com/) ![](https://googleads.g.doubleclick.net/pagead/viewthroughconversion/974839099/?value=0&guid=ON&script=0)