VIRTUAL MEETUP

How Estate Planning Firms Can Get Ahead in 2021

Learn key insights, opportunities, and tools to succeed as an estate planning attorney in this Innovate Legal Online Meetup.

Learn the latest insights, opportunities, and tools that help estate planning firms succeed.

This session will focus on the factors currently impacting the estate planning sector—and where opportunities lie ahead for innovation and growth. The panel will share their success stories from this past year, and they will discuss the tools—including Clio—that have kept them agile and innovative. The meetup will also cover the best practices and trends that you need to know to serve clients more effectively and meaningfully in today’s rapidly evolving, complex legal landscape.

After the meetup, Clio will be offering a 15-minute showcase of it’s most popular features that allow estate planning attorneys to manage cases effortlessly.

Meetup Overview:

  • A virtual platform for learning and engagement among estate planning attorneys  
  • Hosted by Emma Raimi-Zlatic, Affinity Partnerships Manager at Clio, featuring Audrey Ehrhardt, CEO and Founder of Practice42, and Amy McGarry, Owner of Amy McGarry Law Office, PL
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A + optional 15-minute Clio showcase)
  • This session is part of a series: How Law Firms Can Get Ahead in 2021
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Speakers

Emma Raimi-Zlatic
Emma Raimi-Zlatic

Affinity Partnerships Manager

Clio

Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up and knows firsthand the struggles involved in building a business. Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.

Audrey Ehrhardt, Esq., CBC

CEO and Founder

Practice42

Audrey Ehrhardt, Esquire, CBC, is the Founder and CEO of Practice42, a nationwide law practice management company. Practice42 combines the power of Law Practice Management Software Build Outs, Practice Mentor Coaching, and a full suite Legal Marketing Agency to deliver the success clients want, and need!

Audrey has unique experience building, running and marketing successful law practices and corporations nationwide. Her expertise gives her a unique perspective when working with attorneys and their teams to effectively address the challenges they face. A licensed Florida attorney and certified behavioural consultant, Audrey is a national speaker on topics such as elder law, advanced planning strategies for seniors, business development, legal referral marketing strategies, cyber security, software solutions, and marketing with todays technology.

Amy L. McGarry

Owner

Amy McGarry Law Office, PL

Amy L. McGarry is a Board Certified Elder Law Attorney by the Florida Bar. She is the sole owner of Amy McGarry Law Office, PL in Cape Coral, Florida. She handles Estate planning, Elder law issues, Probate, Trust administration, Medicaid, VA planning and Guardianship. She graduated from the University of Dayton (B.A. 1991) and University of Akron (J.D. 1995). She originally practiced in Medina County, Ohio. She is licensed to practice law in Ohio and Florida. She is on the board of the Academy of Florida Elder Law Attorneys, and a co-chair of the Elder Law Section of the Lee County Bar Association, a member of the Florida Bar Elder
Law Section and Real Property, Probate and Trust Law Section, and National Academy of Elder Law Attorneys. She is also a member of the 20th Judicial Circuit Grievance Committee. She frequently gives presentations to attorneys and professionals in SW Florida, as well as the community on issues of Estate Planning and Elder Law.