Continuing Legal Education Program

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Clio: Wills & Estates Virtual Summit

The Blueprint for a Modern Wills & Estates Practice

Tuesday, July 8, 2025
7:35 a.m. – 12:00 p.m. 
Clio Webinar
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3.0 General CLE Credits **
CLE# 2025043
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Registration fee: FREE
Registration Link: https://www.clio.com/events/webinar-wills-estates-summit/
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 Smarter Tools for a Simpler Estate Planning Workflow

Estate planning shouldn’t feel like a constant juggling act. Between managing complex cases, navigating evolving tax laws, and growing a business, it’s easy to feel stretched thin.

The most successful legal professionals have found a better way. They’ve embraced the right technology—AI, automation, and tools designed for estate planning—to reduce risk and save hours of time each week. They’re also earning more while giving clients greater clarity and peace of mind through transparent pricing and billing.

 

Agenda:

7:35 a.m.           Opening Remarks

7:50 a.m.           What AI Means for the Future of Your Estate Planning Practice

8:55 a.m.           The Modern Wills & Estates Firm Toolkit

10:00 a.m.         Concurrent Session:

·        Meet Clio: A Walkthrough of our Legal Practice Management Software For Firms Evaluating Clio 

·        Level Up Your Practice: Advanced Workflow Tips For Current Clio Users

10:50 a.m.         From Engagement to Execution: Managing the Business Side of Estate Planning

11:50 a.m.         Closing Remarks

Programs presented by Clio can be reported as MCLE credits but are not eligible for Alaska Bar discounts or free CLE certificates.  This program is not accessible through your member dashboard.  You will receive a confirmation email with the webinar link once registered.

As a Clio CLE, this program will not be accessible on the AK Bar VOD catalog.  If you're unable to attend the live event, please register, and Clio will send you the recording.
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Explore More AK Bar Programs: Don’t miss out on our other upcoming events and CLE opportunities! To view our full calendar and register for additional programs - https://alaskabar.org/cle-mcle/member-events/.
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Learn more about Clio: Clio is the world’s leading cloud-based legal software platform that simplifies operations, grows businesses, and allows legal professionals like you to work remotely from anywhere. Let Clio focus on the business side of running your firm while you spend more time doing what you do best—practicing law. Learn more at www.clio.com.
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Certificate of Attendance – provided by Clio

To Receive a Certificate of Attendance: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org.

To receive a certificate of attendance, you must:

1. Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
2. Attend the entire session live.
3. Participate in the polls during the live session.

** Alaska Bar members are eligible to claim credit for all sessions, whether attended live or via webinar.**