61st Annual Heckerling Institute on Estate Planning

January 11-15, 2027 · Orlando, FL

Heckerling is the most authoritative estate planning conference in the United States. Run by the University of Miami School of Law, it has set the technical agenda for the field for six decades — and because it opens the calendar in early January, its sessions effectively define what the estate planning community will be discussing for the rest of the year.

Who attends Heckerling

Estate planning attorneys, trust officers, CPAs, and the financial advisors and private wealth professionals who work alongside them on high-net-worth and ultra-high-net-worth families. The technical level is genuinely advanced; attendees are expected to arrive fluent.

What's on the agenda

• Federal transfer tax developments and current legislative outlook

• Trust drafting, administration and fiduciary litigation

• Business succession and closely held entity planning

• Charitable planning and philanthropic structures

• International and multi-jurisdictional estate issues

Why advisors go to a lawyers' conference

Estate strategy is where wealth management gets most complex, and where advisors either coordinate well with counsel or quietly lose the relationship to whoever does. Heckerling is the fastest way to understand what estate attorneys will be recommending to shared clients this year.

Why the data problem shows up in estate work

Estate planning depends on knowing exactly what a family owns and how each asset is titled — across trusts, entities, custodians, real property and private holdings. That is precisely the picture most firms cannot assemble without weeks of manual work, which is why so much estate coordination happens reactively rather than proactively.

Milemarker is the data infrastructure layer for wealth management, unifying entity, trust, custodial and held-away data across 130+ systems.

Talk to us about your firm's data layer