The Modern Estate Planning Practice Group

The Modern Estate Planning Practice

Public Group
Members
2859 members
About Us

Estate planning is evolving, and today’s most successful firms are embracing modern systems, virtual...

Estate planning is evolving, and today’s most successful firms are embracing modern systems, virtual collaboration, and client-centered service models. The Modern Estate Planning Practice is a community for estate planning attorneys, paralegals, and professionals who want to explore how the field is changing and how practices can adapt to better serve families while building efficient, scalable firms.

In this group we discuss topics such as modern estate planning workflows, virtual practice operations, marketing strategies, and collaboration between professionals who support the same clients.

Hosted by Brianna of SMB Paralegal Services LLC, supporting estate planning law firms nationwide with drafting, operations, and practice support.
Rules & Guidelines

1. Be kind, respectful and positive.
2. No spamming, self-promotion or irrelevant links. Posting of this...

1. Be kind, respectful and positive.
2. No spamming, self-promotion or irrelevant links. Posting of this manner may lead to removal from the group and potentially the platform.
3. DO have fun, collaborate and build relationships. Groups are the quickest way to build expertise and share your knowledge across thousands of members.
4. Groups are a public space, so please don’t post any confidential information.
Alignable Groups Rules & Guidelines
For those working in estate planning: Does coordinating signers, witnesses, and a notary ever delay getting documents signed?

What’s usually the biggest challenge—scheduling, distance, or finding someone available?
Posted by Lydia, Donna, TX on Oct 16, 2026 • in The Modern Estate Planning Practice
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Do you have an estate plan, or are you relying on Florida’s default plan?

Without an estate plan, Florida law may determine how certain assets are distributed and who may make certain decisions (including for your children). The result may not reflect your wishes.

Where are you in the process?
A — My estate plan is in place & up to date!
B — It’s on my to-do list!
C — I need to learn where to start!
D — I need a notary to finalize my plan!

Your plan is better than no plan!
Posted by Samantha, Lehigh Acres, FL on Oct 14, 2026 • in The Modern Estate Planning Practice
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Estate Planning Professionals, What’s Changing?

As estate planning evolves, what’s one challenge your firm is facing when it comes to serving clients and managing risk?

I’d love to hear your perspective. Let’s learn from each other and keep improving the way we serve families and business owners!
Posted by Brian, Chesterfield, MO on Oct 14, 2026 • in The Modern Estate Planning Practice
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