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Comparing Estate Planning Drafting Tools: From MS Word to WealthCounsel and STEPS

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Teresa Roth
Michael Menninger
Brittney Shearin
With Teresa B. Roth from Mountain Estate Tax Trust Law PLLC + 2 others
Recorded May 21, 2026.
Product ID 101915

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Course Includes
$429

OnDemand Video

Course Book Download

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All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Choose the Right Tools of the Trade and Learn to Use Them Better

Most of us don't have time to scour the market for new drafting tools and test them for all the benefits and inefficiencies. This legal course was created to save you that time and effort. We'll put top estate planning drafting software through the paces with common use cases. Attorneys who use different estate planning apps will compare their unique advantages and shortcomings to give you a balanced view of your current options. Discover new ways to become efficient - register today!

  • Draft smarter - not harder - with pro tips from practicing attorneys.
  • Compare top software apps for state-specific compliance.
  • Learn how to use scenario modeling to keep each plan on the right track.
  • Explore common integration challenges and find creative workflow solutions.
  • Tailor template documents to unique client needs more effectively.

Abbreviated Agenda

  1. Formulating Plan Strategies, Scenario Modeling
  2. State-Specific Compliance, Rules and Forms Updates
  3. Blended Family Trust Design
  4. Customization for Unique Client Needs
  5. Error Checking and Redlining
  6. Gaming Tax Scenarios
  7. Integration With Case Management Systems, Workflow Support
  8. Document Version Control
  9. Estate Litigation Legal Research
  10. Asset Inventory and Estate Management/Administration Tools
  11. Unique Software Features

Related Topics

Product ID 101915

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Formulating Plan Strategies, Scenario Modeling

  2. State-Specific Compliance, Rules and Forms Updates

  3. Blended Family Trust Design

  4. Customization for Unique Client Needs

  5. Error Checking and Redlining

  6. Gaming Tax Scenarios

  7. Integration With Case Management Systems, Workflow Support

  8. Document Version Control

  9. Estate Litigation Legal Research

  10. Asset Inventory and Estate Management/Administration Tools

  11. Unique Software Features

Who Should Attend

This legal course is designed for estate planning attorneys. Paralegals will also benefit.

Speakers

Teresa B Roth
Teresa B.
Roth
Mountain Estate Tax Trust Law PLLC
Michael J Menninger
Michael J.
Menninger
Houck Menninger Law, LLC
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Speaker bio
Teresa B Roth

Teresa B. Roth

Mountain Estate Tax Trust Law PLLC
Teresa Roth

is a solo practitioner at Mountain Estate Tax Trust Law PLLC. Her extended background in taxes enables her small business clients to succeed financially ensuring they are set up to capture all available tax benefits. Ms. Roth's expertise in tax law expands into estate planning, enabling her to create a plan that not only works for her client's needs but also maximizes all tax advantages and deductions. She earned her B.A. degree from Carroll College and her J.D. degree from the University of Montana Alexander Blewett III School of Law. Ms. Roth is admitted to practice law in Montana and Colorado, and before the Federal District Court and United States Tax Court. 

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Speaker bio
Michael J Menninger

Michael J. Menninger

Houck Menninger Law, LLC
Michael Menninger

is an attorney/owner at Houck Menninger Law, LLC licensed in Ohio, Indiana and Kentucky. He is a certified specialist in estate planning, trust and probate law by the Ohio State Bar Association. Mr. Menninger has nearly 20 years of practice experience, with more than a decade focused exclusively on estate planning and related disciplines. He helps families implement simple and complex estate planning strategies, advising on tax and asset protection considerations. Mr. Menninger also works with clients planning for special needs and planning for same-sex couples. He has served as faculty for the OSBA, WealthCounsel State Forums, National Business Institute, and Strafford Publications, among other organizations, teaching on a variety of subjects, including basic estate planning, trust and estate taxation, IRA planning, and irrevocable trust modification. Outside of his professional life, Mr. Menninger is married and has four children. He serves on the Board of Directors for Charlie's Kids, Inc., a non-profit organization which advocates SIDS awareness and safe-sleep practices. Mr. Menniger is also an FC Cincinnati season ticket member.

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Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers with Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
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Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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