Estate Planning Partners Listserv


The Estate Planning Partners Listserv

The only online discussion forum dedicated to marketing and practice development strategies for the trusts and estates attorney. Listserv topics include:

  • Marketing the Estate Planning Practice

  • Practice Management

  • Software

  • Legal & Technical Aspects of Estate Planning

  • Industry Trends

Although membership is FREE, this is a moderated list and your subscription must be approved. To submit your subscription application, complete the form below and click on the SUBMIT button. Please click ONLY ONCE. We must receive your subscription request and approve it, then you will receive a confirmation of your membership before receiving any list messages. Fields in RED are required for subscription and validation purposes.

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Recent Post

February 23, 2009
Posted by Jennifer Campbell, CEO, Integrity Marketing Solutions

Did you know there are approximately 500 members on this Estate Planning Partners listserv? Or that this list was established more than a decade ago?

Kyle and I set up the listserv one afternoon when we realized that a whole bunch of us were losing our ability to chat with one another about the important issues of running an estate planning practice -- like practice management, marketing, client service, and practice development -- because of the "transformation" of another major entity. We made some phone calls, invested some money (this was back in the day when a "listserv" was high technology and not cheap!), launched this listserv and invited everyone to join us, whether they were customers, subscribers or not. We never charged for the service, but we have always moderated the messages to eliminate spam and maintain civil discourse.

But then, I date myself, yes?

Throughout this week, I want to spark some "chatting" among the members of this listserv about those very important topics -- the business-side of being an estate or elder law attorney. The part that keeps the office doors open, clients well-served, and groceries on the table at home! Because the truth of the matter is that, you can know as much about the law as anyone on the planet ... but if you do not have clients to serve, and a fairly steady stream of good ones, your legal knowledge won't really matter.

You do not have a practice if there is no one to "practice" on!

We hope you will post some of your daily practice development & management questions on this listserv, and tap into the collective knowledge and wisdom of nearly 500 of your colleagues as well as the professionals on our staff. It is truly a vast resource, and it's completely free!

 

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