Lending Library


How to Build & Manage an Estates Practice

By Daniel B. Evans

Lending Library Number: 137

NOTE: Due to licensing restrictions, the software that accompanies this book is not available for loan.

Specifically tailored to the unique needs of the estates and trusts lawyers, this updated second edition of How to Build and Manage an Estates Practice focuses on making your practice better. Written as a "book of ideas," you'll find guidance on marketing, effective client communications, fee agreements, and ethics, including the updates to the American Bar Association's Model Rules of Professional Conduct. Whether you're a solo practitioner or a lawyer at a large firm, you'll find the tools you need to make a difference.

Authored by Daniel B. Evans, a veteran attorney focusing on the areas of estate planning and estate and trust administration, this edition highlights constructive ways to apply ideas that have worked for him to your own practice. Organized logically, the book starts with deciding what kinds of clients you want, to finding those clients, to choosing clients and establishing fee agreements, to doing the actual legal work.

Inside, you'll find:

  • Strategies in defining your practice to bring focus and growth
  • The best ways to communicate with your clients
  • How technology and ethics have changed the practice area
  • Analysis of the Department of the Treasury Circular 230 issued in 2005
  • Innovative ideas for finding new clients
  • Ethics issues, including the challenges of marital and inter-generational representation
  • Fee agreements, including ideas on alternative billing in estate planning, administration, and litigation
  • Optimum strategies and practical ideas for billing
  • Tips on hiring personnel
  • Sample forms, checklists, and questionnaires, such as an Estate Planning Questionnaire, Estate Administration Schedule, and Will Execution Instructions, are included on an accompanying CD

NOTE: Due to licensing restrictions, the software that accompanies this book is not available for loan.