Why Wellness Matters in Estate Planning
The pressures of estate planning can be relentless, long hours, complex cases, and constant responsibility often leave professionals vulnerable to stress, burnout, and diminished well-being. Research shows that more than 80% of professionals report serious challenges such as sleep issues, strained relationships, work-life imbalance, and even health consequences linked to stress. The result is not only personal strain, but also an impact on the quality of work delivered to clients.
In this webinar, nationally recognized estate planner Louis S. Harrison, together with mental health expert Amanda Koplin and Martin Shenkman, explore why wellness is not a luxury in the profession, but a moral and economic necessity.
From Statistics to Solutions
Although the statistics are concerning, the panel emphasized that meaningful progress requires more than awareness; it depends on implementing practical steps that address stress and support well-being within the profession. Louis S. Harrison shared specific practices he has implemented within his firm to promote lawyer and staff well-being. From daily routines to broader firm initiatives, these steps have proven to reduce stress, strengthen resilience, and enhance both personal happiness and professional performance.
Amanda Koplin added a mental health perspective, offering insight into how estate planners can better recognize warning signs, build healthier habits, and create supportive firm cultures. Together, the speakers made the case that prioritizing wellness improves not only quality of life, but also firm profitability and client outcomes.
Practical, Actionable Steps
The discussion highlighted ways estate planners can incorporate wellness into their daily lives and firm structures. Simple but consistent habits, clear boundaries around work-life balance, and fostering an environment where mental health is openly acknowledged all contribute to a more sustainable practice. Beyond individual efforts, leadership plays a key role: firms that proactively support well-being see fewer malpractice risks, stronger retention, and higher-quality work.
Building a Healthier Future in the Profession
The panel concluded that investing in wellness is essential for the long-term success of both practitioners and their firms. By adopting practical strategies and fostering healthier workplaces, estate planners can build resilience, reduce stress, and deliver better results for clients.
As Louis S. Harrison observed, “Wellness is not optional. It is a professional obligation to ourselves, our firms, and the clients who depend on us.”
Watch the full webinar above to learn actionable steps estate planners can take to support happiness, health, and sustainable professional success.