speaking, training & consulting

Legal Education:

Speaking, Training & Consulting Services

• Live & Customized In-house Training including: MCLE Seminars & Teleseminar Packages (half-day and full-day)

• Recorded Training Materials including: AudioCDs, VideoDVDs, Self-study Materials, Seminar Workbooks & Forms

• Keynote Speaking & Presentations for law firms, executives and corporate counsel

• Onsite & Telephone Legal Consulting & Coaching Services including Complex Estate Planning Techniques, Law Firm Development & Business Succession Planning

Speaking & In-house Customized CLE Training…
We offer customized skill development programs for small firms, practice groups, associate cohorts, and in-house legal departments. Advanced Legal Training Institute provides custom in-house programs which offer proven solutions to the challenges your estate planning practice faces every day. Our customized training sessions are conducted at your facility, at your convenience and by experienced professionals known for their expertise in this field.

We guarantee that our onsite training is…

• Customized — Programs can be developed to meet your organization’s unique training needs and requirements.

• Cost Effective — Save up to 50% and more on your training investments. Spend less time away from the office and reduce employee travel cost.

• Flexible — Schedule a program compatible with your staff’s timetable. Train for just one hour or for five days. You decide what works for your schedule.

• Results Oriented — Our training coordinator will work with you before, during and after the program to ensure that you achieve a successful outcome.

• Easy to Coordinate — Our friendly staff handles all the details surrounding your seminar. We’ll customize the content, work with your internal staff to set up the training facility, and present a valuable, hands on presentation.
  

Your ideas count and we want to hear from you. If you have a topic or idea that you would like to share with us, please contact us here.

Legal Consulting & Coaching Services
for attorneys, law firms, executives & corporate counsel…

We offer premier consulting services to firms and individuals designed to assist them in integrating specific areas of law and end-of-life planning client services effectively into their practices.

Advanced Legal Training Institute’s legal consulting team members have nearly 100 years collectively in the realms of tax, trusts, and estates– giving us the ability to educate, consult and support others in the construction and development of estate planning systems with insight, precision and creativity.

What we do…

Our services are available to law firms, attorneys, accountants and financial professionals. We support these professionals in implementing or expanding their estate planning practices by designing an integrated strategy to serve clients and manage the responsibility for devising and fully implementing an estate plan.

We also offer Succession Planning services to assist with creating a framework for the smooth transition in organizations from one generation to the next. A sound Succession Plan minimizes tax implications, analyzes ownership and management issues, and addresses potential issues involving the organization members’ interests.

How we do it…

From assessing a firm’s educational needs to consulting, creating and implementing a comprehensive, effective and integrated estate planning system to meet the needs of your clients, Advanced Legal Training Institute offers a full menu of legal consulting services.

From a one-hour session to a more in-depth ongoing monthly series of appointments, we are here to work with you on the complex, strategic challenges related to the development or expansion of your estate planning practice.

Our goal is to offer you and your firm the knowledge and skills to develop a profitable estate planning practice. We help you to create and develop a multi-disciplinary team who collectively approaches each estate and wealth preservation matter with expertise.

Contact us for your training or coaching consultation today.

Help Your Clients too… We also offer organization and paper management services to help your clients also…

Your clients often need guidance with the non-legal aspects of the end-of-life/estate planning process including completing a thorough inventory of assets, assistance with making choices around elder care, hiring home care providers, organizing documents, completing a legacy will, etc. We can help!

Life Management Consulting client education products & services include:

• Estate Organization: Downsizing, packing/moving, managing estate sales, completing an inventory, etc.

• Help with Elder Care Choices & Independent Living Resources: Choosing and finding help with running errands, shopping, paying bills, managing medical appointments/prescriptions, etc.

Individual Consulting & Coaching Services on topics such as:

• Professional Organizing: Including home/business office organizing, filing and automatic bill paying systems, office space, managing projects, etc.

• Residential Organizing: Organizing closets, kitchens, garages, storing photographs, collections and historical items, etc.

• Legacy Planning: Documenting Family History & Values, Creating a DVD, etc.: Estate Settlement Agent Services, Estate/Financial Checklists, Last Wishes & Legacy Will

• End-of-Life Planning

• Funeral Planning: Assisting family with Service/Celebration design, Eulogy, Obituary, Reception, etc.

• Grief Coaching & Support

• eJournal: One Life, One Time, One Legacy

We offer Customized Speaking, Training & Consulting Programs designed to increase awareness and support while educating others about the importance of end-of-life planning. Clients include law firms, financial advisory teams, real estate organizations, senior centers, nursing homes, assisted living organizations, hospitals, hospice and more. Want more information now? Please email us here.

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Contact Information
Online: advancedlegaltraininginstitute.com
E-mail: customerservice@advancedlegaltraininginstitute.com
Phone: 650.960.3772Fax: 650.960.3773

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