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estate planning attorneys
Live and recorded sessions on AI automation, client conversion, market data, and growing your estate planning practice online.
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The $84B Estate Planning Gap: How Attorneys Are Capturing Overlooked Demand in 2025
New market data on why 56% of Americans still have no estate plan — and the specific strategies solo and small-firm attorneys are using to convert those prospects online without adding staff or hours.
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James Whitfield
Co-Founder & CEO, LegalGEN
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Sandra Halverson
Solo Attorney, Austin TX
More upcoming sessions
🔴 Upcoming · 1.0 CLE
Jul 9, 2025
1:00 PM ET · 60 min
AI Document Generation for Estate Planning: What's Real in 2025
A practical walkthrough of how AI actually generates trust and will documents — what it can do, what it can't, and what attorneys need to know.
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Maria Chen
CTO, LegalGEN
🔴 Upcoming · Free
Jul 23, 2025
2:00 PM ET · 60 min
Young Adult POA Packages: Building a Referral Engine for Your Practice
How college POA packages generate word-of-mouth referrals and convert families into long-term estate planning clients.
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Thomas Brandt
Attorney, Nashville TN
🔴 Upcoming · 1.0 CLE
Aug 6, 2025
3:00 PM ET · 60 min
Online Payment Collection for Estate Planning Attorneys: The Complete Guide
Trust accounting implications, client psychology, fee structuring, and implementation — everything attorneys need to know about collecting fees online.
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Robert Okafor
Head of Attorney Success, LegalGEN
On-demand library
Watch anytime — free access
All recorded sessions are free. CLE credit available on select sessions.
52 min
Market Data
2024 Estate Planning Market Report: Key Findings for Attorneys
May 2025
1,247 views
48 min
AI & Automation
How AI Document Generation Actually Works: A Technical Deep Dive
Apr 2025
983 views
55 min
Growth Strategy
Competing With LegalZoom: The Attorney's Playbook
Mar 2025
2,104 views
44 min
Practice Management
Digital Intake Best Practices: Reducing Drop-Off by 40%
Mar 2025
876 views
38 min
AI & Automation
Template Mapping Walkthrough: Configuring AI for Your Firm
Feb 2025
741 views
61 min
Growth Strategy
Elder Law Market Opportunity: Medicaid Planning at Scale
Jan 2025
1,389 views