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SproutEd

On-Demand
1 CLE Credit

: Effective Estate Planning Communication

Master clear, client-friendly communication with Leah Del Percio in our targeted training on estate planning dialogue. Learn to convey complex estate planning concepts in understandable terms, ensuring informed consent and minimizing misunderstandings. Enhance your client interactions and provide superior representation with effective communication strategies.

On-Demand - 1 CLE Credit

: Effective Estate Planning Communication

Master clear, client-friendly communication with Leah Del Percio in our targeted training on estate planning dialogue. Learn to convey complex estate planning concepts in understandable terms, ensuring informed consent and minimizing misunderstandings. Enhance your client interactions and provide superior representation with effective communication strategies.
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Meet Leah
Headshot of Leah Del Percio, SproutEd instructor and expert in estate and trust administration.

Meet Leah

Founder & CEO, Trustate

Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020. Overseeing all facets of the company’s evolution and expansion, she has propelled Trustate to prominence within the LegalTech sector. The platform offers B2B solutions to various stakeholders in estate administration, including law firms, wealth managers, banks, and accountants. Leah’s expertise stems from her tenure as a senior Trust and Estate attorney at DLA Piper, where she specialized in crisis and succession planning, wealth preservation, and complex tax strategies. Recognized as a Super Lawyers “Rising Star,” she has garnered national acclaim through features in Law.com and Business Insider. Committed to community service, she provides pro-bono counsel for organizations like the Boys and Girls Club, advocating for equality and civil rights.​

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Learning Objectives

By the end of this session, participants will possess enhanced skills to effectively educate clients on estate planning, transforming complex legal jargon into clear, client-friendly language. You'll learn to use visual aids, concise language, and storytelling to improve understanding and navigate internal communications for thorough client education.

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