WHO IS THIS MINI COURSE FOR?
This mini course is for Estate Planning professionals who are either:
- just starting out, or
- are experienced and are looking for ways to optimize their practice management.
If you feel overwhelmed by all the choices of software and tech solutions that are out there and are not sure what you should and should not be implementing to help you streamline and optimize your estate planning practice, this mini course is for you!
A couple of important notes:
- This course is limited to covering Estate Planning tech needs. Your office space, accounting, banking, professional liability insurance needs will need to be addressed separately as part of your general business plan.
- In this course, we share concrete applications suggestions, software options, hardware examples (printers, scanners, etc). We do NOT endorse any specific solution and we do NOT get paid by or have any affiliation with any of the providers mentioned in this course.
WHAT YOU WILL GET IN THIS COURSE:
In this Mini Course, you will get 5 online and on-demand lessons to help you:
Understand the difference between the various practice management software options (e.g., CRM, case management, billing, etc.) and learn how to choose the right set up for your practice
Learn whether you should invest into Estate Planning drafting software and get concrete recommendations for drafting and editing software and digital file storage solutions
Save yourself loads of time by getting our “tried and true” office hardware recommendations (printer, scanner, laptop, etc.) with links to concrete products that we tried and loved so you can be sure they work
Walk away with an idea of your average costs to help you budget and get tips on thinking through your options to minimize stress and set yourself up for success for years to come!
MEET YOUR COURSE INSTRUCTOR
Olga I. Galanter, Esq., JD, LLM
Partner | Sub Rosa Law PLLC
For almost a decade, Olga has been advising her clients on the issues of estate planning and estate administration matters, including international estate planning.
Olga is a graduate of both Far Eastern National University Law School, Russia (with Honors), and University of Miami School of Law (Magna Cum Laude). Olga received her Master’s degree in Estate Planning from the University Of Miami Graduate School Of Law.
While in law school, Olga completed internships with the Honorable John J. O’Sullivan, Magistrate Judge for Southern District of Florida, and the Honorable Arthur Rothenberg, County Court Judge in the Probate Division of Miami-Dade. She also was an Editor of the University of Miami Law Review.