Our Favorite 2HLL Tech Tools (And How We Use Them)

A lot of you ask about the 2HLL tech stack, so let me share a few of our favorite tools we use every day — and how they help streamline a client-centered estate planning practice:

Calendly

We love Calendly for online appointment booking. It's simple, affordable, and easy for clients to use.Pro tip: invest in a version that allows you to customize confirmation and reminder emails — this is an important step in educating your leads and setting the tone for a smooth client journey.

At 2HLL, we recommend setting up at least three event types inside Calendly:

• One for your initial consultation
• One for your design meeting
• One for your signing ceremony

You can even reserve certain days of the week for certain types of meetings to keep your calendar organized and your energy focused.

Loom

Loom is our go-to for recording quick explanations of documents for clients. It's also an incredible tool for internal team communication — you can easily document workflows, train new team members, or walk through SOPs without endless meetings.

For example, a recorded explanation of a living trust can replace a live meeting, saving both you and your client valuable time — while still accomplishing all your education and communication goals.

ChatGPT

We love ChatGPT (or, as one of our members calls it, “Chatty”!)

ChatGPT is a powerful tool for demonstrating your value to clients quickly and clearly. You can use it to draft ROI analyses, simplify complex planning concepts into client-friendly language, and create educational content without starting from scratch.

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At 2HLL, we don’t just teach lawyers how to use AI tools — we show them how to integrate AI with the human connection that no machine can replace. Because estate planning isn’t just about documents. It’s about building trust, confidence, and leadership from the very first conversation.

And there you have it — three of our favorite tech tools to level up your practice! Which one are you most excited to try first? Drop it in the comments — we’d love to hear!