In one hour you'll see what the work is, and whether it's for you.
What the class covers, in order:
- What probate isThe family's problem, and why the court order is not the finish line.
- Who does this work todayLawyers, do-it-yourself apps and LDAs — what each does well and badly, and how families have changed.
- Probate as a serviceSolving the family's problem, not just filling in the form — and letting technology do the boring part.
- Why it's hard to start aloneThe five worries we hear most, and a straight answer to each.
- Where you'd startThe Academy and its founding cohort.
- Your doubts, answered straightIncluding the answers that might talk you out of it. Then live questions.
Who you'll hear from
Two practicing probate LDAs, and the founder of the platform they use.
Anh Morales
Registered Legal Document Assistant
LDA #238 · Santa Clara County
Eric Morales
Registered Legal Document Assistant · Certified Estate Planner
LDA #256 · Santa Clara County
Alan Lai
Founder, Winsighter
Technology & platform · runs the labsFounding cohort
New year, new practice.
Winsighter is the training and the platform behind independent probate practices — not a franchise, and we make no income guarantees. This class does not register you as a Legal Document Assistant; registration is with your county under B&P §6402.1.