BARRON HENLEY’S ULTIMATE GUIDE TO AN EFFICIENT AND PROFITABLE ESTATE PLANNING PRACTICE
Online Replay Seminar
ITEM #:  2553122601   |   EVENT CODE:  TBA
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Thursday, May 7, 2026

9:00 AM - 4:30 PM

Barron Henley’s Ultimate Guide to an Efficient and Profitable Estate Planning Practice



Barron K. Henley is an attorney, a founding partner of Affinity Consulting Group, a nationally recognized speaker, and an expert in law practice automation.  Mr. Henley has been an internationally recognized speaker since 1993 on a wide variety of topics related to law practice management and legal technology.  In this seminar he will cover:

  • How to Fix Processes and Create Efficiency in an Estate Planning Practice
  • Subscription Drafting Systems Versus Automating Your Own Documents
  • Estate Planning Template Building with Artificial Intelligence
  • Document Management: Creating, Modifying and Filing Documents
  • 2026’s Best Legal Tech Tips, Tricks and Websites for Estate Planners 
  • Building a Better Billing Practice So Your Fees Get Paid
  • Plus dozens of tips you can implement right away!


Don’t Work Harder, Work Smarter!

Learn how to use the latest tech tools and strategies to save time, save money and provide an excellent, modern client experience that clients expect.


What Recent Attendees Have Said about Barron Henley’s Seminars:

Barron Henley is absolutely the best.

Barron Henley is worth the price of admission. Excellent!

Always entertaining.

Wow!  So much helpful information with the ever-changing technology.  And what a great presenter!

So much good information here – he is an engaging speaker.

Henley is a must see every year.

Love Barron Henley!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST


9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS


9:05 – 9:30 a.m.
An Overview of Common Practice Problems and Potential Solutions


9:30 – 10:35 a.m.
How to Fix Processes and Create Efficiency in an Estate Planning Practice – How Small Changes Can Make a Big Difference


10:35 – 10:45 a.m.
BREAK


10:45 – 11:15 a.m.
Subscription Drafting Systems Versus Automating Your Own Documents


11:15 – 11:45 a.m.
Getting More from What You Already Have – MS Word Tips That Make a Big Difference


11:45 a.m. – 12:15 p.m.
Creating a System for Who Should Do What – What Do You Do and What Does Your Staff Do?


12:15 – 1:15 p.m.
LUNCH BREAK  (on your own)


1:15 – 1:45 p.m.
Document Management: Creating, Modifying and Filing Documents


1:45 – 2:30 p.m.
Creating an Automated Follow-Up System with Existing Clients


2:30 – 2:45 p.m.
BREAK


2:45 – 3:30 p.m.
2023’s Best Legal Tech Tips, Tricks and Websites for Estate Planners 


3:30 – 4:15 p.m.
Building a Better Billing Practice So Your Fees Get Paid


4:15 – 4:30 p.m.
5 Helpful Resources for Minnesota Estate Planners

LIVE IN-PERSON
Friday, April 24, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Thursday, May 7, 2026
Friday, May 22, 2026

Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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