×ClioScaling Trust: How Growing Estate Law Firms Build Client Confidence Without Losing Control
A live conversation on how modern estate and trust practices grow the lifetime value of every client relationship — without burning out their teams.
Register Now — It's FreeWhy This Conversation, Why Now
Estate and trust law firms are under more pressure than ever to grow — while still delivering the white-glove trust their clients expect. This session is built for firms navigating that exact tension.
Growth Without Chaos
Learn how firms are adding clients and matters without letting process and communication fall apart behind the scenes.
The LTV of a Client
Every estate client sits inside a family, a network, and a multi-decade relationship. See how top firms measure and grow client lifetime value instead of chasing one-off matters.
Real Tools, Real Talk
No theory-only panel. Walk away with practical frameworks and technology approaches you can apply this quarter.
What We'll Cover
A focused 45-minute session, plus live Q&A.
Welcome & Introductions
Framing the state of estate and trust practice growth today.
The Trust-at-Scale Framework
How firms structure intake, communication, and case oversight so client trust — and client LTV — grows alongside headcount and caseload.
Case Studies in Action
Real examples of firms that scaled their practice while improving client satisfaction and reducing administrative drag.
Live Q&A
Bring your questions — our speakers will address them live.
Meet the Speakers
Speaker details coming soon — check back for updates.
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Built For
- Managing partners and firm owners planning their next stage of growth
- Trust and estate attorneys balancing caseload with client relationship quality
- Operations and practice managers responsible for firm workflows and technology
- Paralegals and support staff involved in client communication and case administration
- Anyone evaluating how to scale a boutique or mid-size estate law practice
Save Your Seat
Join EstateMin and Clio on September 16 at 2:00 PM ET for a practical look at scaling trust — and client lifetime value — in your firm.
Register Now — It's Free