Bringing Money & Meaning to Your Practice™
Feeling Stuck & Ready for a Change?
Feeling Stuck & Ready for a Change?
Get the proven model, systems, and the accountability you need to get unstuck and start growing a law practice and life that you love!
Get the proven model, systems, and the accountability you need to get unstuck and start growing a law practice and life 
that you love!
Schedule a call with one of our Law Business Advisors to see if you qualify!

What You Can Expect to Discuss on Your Call

  • If this program is a good fit for you
  • ​What has you stuck and where would you like to go
  • Questions you have or tangible facts you'd like to hear more about
  • ​Program costs and training time commitment 
  • What your clear path to change and a new reality looks like

What Is This Program?

Beginning with the Life & Legacy Planning Program we help you lay the foundation of knowledge and law practice systems for attracting, engaging and servicing clients in a predictable and profitable way.

Membership is where you receive all of our advanced systems and support for continued growth and scaling your law practice according to your goals.

Who It's For:

  • ​Lawyers who want to improve their existing estate planning business or are open to adding estate planning as another practice area
  • ​Dedicated lawyers who aren’t afraid of hard work & can focus & apply themselves
  • ​Entrepreneurial-minded lawyers who understand the value of a business investment
  • ​Solo practitioners looking to make an exceptional living with a great work-life balance
  • ​Staffed practices who wish to build or optimize their team and create a profitable and fulfilling business 
  • ​Lawyers who want to scale their practice efficiently into a 6 or 7 figure firm that they enjoy
Schedule a call with one of our Law Business Advisors to see if you qualify!
Schedule a call with one of our Law Business Advisors to see if you qualify for our program.
- Next Steps -
- Next Steps -

STEP 1. Book Your Call with a 
Law Business Advisor

STEP 1. Book Your Call with a Law Business Advisor

See if you qualify & if our program will help you achieve your goals more quickly & less expensively than trying 
to figure it all out on your own.

STEP 2. Speak to References 
Who Use Our Program

STEP 2. Speak to References 
Who Use Our Program

We've served over 3030 lawyers in the past 15 years, and they are ready to share about their experience. Your Law Business Advisor will connect you after your call.

STEP 3. Enroll in 
the Life & Legacy Planning Program

STEP 3. Enroll in the Life & Legacy Planning Program

This is our "bootcamp" where you learn & start building proven systems & processes according to our proprietary business model. We also get you hired and paid by your first 2 clients so you can quickly recoup your investment.

STEP 4. Upon Completion, Choose Your Membership Track

STEP 4. Upon Completion, Choose Your Membership Track

The Personal Family Lawyer or Family Business Lawyer membership gives you advanced resources, business structures, support and accountability for scaling your law practice moving forward according to your goals.
Schedule a call with one of our Law Business Advisors to see if you qualify!
Schedule a call with one of our Law Business Advisors to see if you qualify for our program.
Our "No Fail" Guarantee
We promise to do everything in our power to not let you fail. If you are still not engaging clients — after 90 days for Life & Legacy Planning Program and 180 days for Life & Legacy Planning Program with Strategic Business Advisor Upgrade — and you are doing the work you committed to in the Pledge, we will continue to mentor and coach* you until you've engaged your first two paying clients, giving you the confidence to know you can recoup the cost of your investment.
* With an extension of your complimentary Mentorship & Coaching Subscription which includes access to the forum, group coaching calls, and 1:1 coaching with a Core Program Coach.

What Our Members Are Saying:

Schedule Your Call With
One of Our Law Business Advisors:
Bringing Money & Meaning to Your Practice
Bringing Money & Meaning to Your Practice
Schedule a call with one of our Law Business Advisors to see if you qualify!
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