Wills & Estates Virtual Summit

Summit doors open at 8:15 a.m. PT | 11:15 a.m. ET so you can get situated before opening remarks kick off at 8:35 a.m PT | 11:35a.m. ET!

AI is here—and estate planning lawyers need to be ready. As clients increasingly turn to AI tools, legal professionals must understand how to adapt thoughtfully. We’ll explore how AI is reshaping estate planning and offer practical guidance for integrating emerging technologies without compromising legal, ethical, or professional standards.

In this session, you’ll learn how to:

• Recognize how AI is shifting client expectations and what that means for estate planning practice models
• Responsibly incorporate AI into key workflows like document drafting, client intake, and communication
• Navigate the ethical and legal risks of AI use in estate planning, including confidentiality, accuracy, and client capacity

Tracy M. Potts

Principal, Legacy Law Group

Tracy M. Potts is the principal of Legacy Law Group® and a certified specialist in estate planning, trust, and probate law by the State Bar of California. An AV Rated attorney and Fellow of the American College of Trust and Estate Counsel, she formerly chaired both its Artificial Intelligence Task Force and the State Bar’s Trusts and Estates Section. Based in Sacramento with a statewide practice, Tracy has been recognized as a Northern California Super Lawyer® for 21 consecutive years.

Top-performing estate planning firms rely on smart tools and processes to work more efficiently, reduce risk, and strengthen their position in high-stakes, trust-driven client work. This session breaks down exactly what they’re doing that works so well.

You’ll learn:

• Document drafting and workflow systems that help avoid costly mistakes and boost productivity
• Tools that keep clients in the loop without constant check-ins 
• Methods to position your firm for complex, high-trust client work

Corine Rogers

Founder, SIMPLE SMART SOLO

Corine Rogers is a dog mom, Ironman, and 7x marathoner who helps solo attorneys ditch the chaos of sticky notes and scattered systems. As the founder of Simple Smart Solo, she teaches small law firms how to streamline their Clio setup so they can spend less time on admin and more time on what matters. With a background in law firm operations and a passion for systems that help you thrive, Corine empowers lawyers to build practices that support their lives — even when life throws lemons.

Melanie Leonard

Manager, Professional Services, Clio

Melanie Leonard is the Manager of Professional Services at Clio, where she leverages her extensive experience in legal technology and practice management to help law firms optimize their operations. Prior to Clio, Melanie founded streamlined.legal, where she spent years empowering small and mid-sized law firms to improve efficiency and workflow. With a background as a practicing attorney and legal tech consultant, Melanie is passionate about helping legal professionals maximize their potential through smart systems and innovative solutions.

Randa Prendergast

Attorney Whisperer, Mrs. June Legal, LLC

With over 15 years of experience, Randa helps law firms optimize their operations and give attorneys more time to focus on what matters most. By tackling inefficiencies in workflows and policies and addressing time management issues, she creates solutions that boost productivity and leverage legal tech to keep your practice running smoothly.

Designed for estate planning firms, this session shows you how to handle everything from client intake to document signing, all from one centralized place. The result? You’ll actually have time to focus on your clients.

We’ll cover:

• Automating the intake process to save you hours with every new client
• Keeping case details and deadlines organized so nothing falls through the cracks
• Creating documents and managing your entire workflow without toggling between tools

Ari Nusbaum

Account Executive, Clio

Ari started at Clio in 2017, working with firms big and small, he loves helping people solve problems efficiently as much as he enjoys quoting miscellaneous pop culture.

Join us for a live walkthrough of how to make Clio work harder for your firm. In this practical session, we’ll show you how to streamline your most common workflows using features available in Clio Manage—and walkthrough key features in Clio’s product suite that can take your firm’s efficiency even further.

Whether you’re managing complex probate files, coordinating with multiple stakeholders, or handling high-volume document drafting, this session will help you simplify the administrative burden and create space for more billable work.

We’ll show you:

• How to keep client communication secure and compliant
• Ways to make trust account management simpler and billing easier
• Tips for managing matters seamlessly, even when you’re not in the office

Jake Gilmore

Account Executive, Clio

With over three years at Clio, Jake is a seasoned Account Executive on the Customer Sales team. Throughout his time at Clio, Jake has partnered with countless estate planning firms to help them maximize their use of the platform—whether through streamlining workflows, improving client intake, or implementing automation. Jake’s deep understanding of Clio and the unique needs of estate planning practices makes them a valuable guide for this session.

Anastasiia Sviridenko

Intermediate Customer Support Specialist

Anastiasiia is an experienced customer support specialist with a strong background in legal technology and software solutions. Specializes in assisting law firms with technology adoption, troubleshooting complex cases, and enhancing customer experience.

Andrew Choe

Senior Account Executive, Clio Draft

Andrew is an Account Executive with over four years of experience helping law firms optimize their workflows. Specializing in document automation and process efficiency, Andrew focuses on enabling law firms to significantly reduce the time spent on repetitive drafting tasks. By leveraging advanced tools like Clio Draft, he helps attorneys and their staff shift their attention to higher-value activities, improving both productivity and client satisfaction.

Effective estate planning practices rely on more than legal expertise alone. You also need to clearly communicate your services, connect with clients in ways they prefer, and build systems that don’t fall apart when you get busy. This session breaks down what’s working for firms as they continue to grow.

You’ll learn:

• How to communicate your services in ways that resonate with client needs
• How to tailor your approach for different generations
• Simple systems that keep things running when you’re busy

Jim Blake

Founder & CEO, Bambiz

Jim Blake is the founder and CEO of Bambiz, an agency focused on supporting estate planning and elder law attorneys in developing effective client engagement and communication strategies. With a background in sales and digital marketing, Jim works to simplify complex systems to help law firms connect with clients and build sustainable practices.

As we wrap up the summit, we’ll share helpful resources and top learnings from the day.