ESTATE PLANNING THAT WORKS
Employ the Life & Legacy Planning service model to provide the relational heart-centered counseling and guidance your community needs. As a Personal Family Lawyer®, you’ll help your clients build generational wealth and life and legacy in a way that reconnects you to why you became a lawyer in the first place.
Incorporate Life & Legacy Planning
into your new or existing
estate planning law practice.
When you become a Personal Family Lawyer®, you’ll be offering your clients our proven Life & Legacy Planning service that makes a real difference in their lives, and in the lives of their families.
Heart Centered Counseling Methodology.
Create plans that work for your clients.
You’ll design and implement estate plans you know will work, customized specifically for your client’s unique family dynamics, their assets, and what matters most to them. You can be confident you are delivering a service that is well worth what your clients will be paying for it.
The trusted advisor in your community.
Your clients and community will see you as the go-to lawyer and trusted advisor for the people you serve with a differentiated service that sets you apart from the rest of the crowd.
DIY will and trust sites and “cheap legal” services leave families with a big mess when a loved one becomes incapacitated or dies. Whether legal documents are poorly prepared or the best-in-class, they provide little guidance and care to the humans left behind after the death of a loved one.
As a result, families get stuck in court, lose track of valuable assets, or get mired in totally avoidable legal conflicts at a time when clarity, compassion, and guidance are what's needed most.
What’s missing from
traditional estate planning:
“cheap legal” services (whether lawyer-provided or DIY online).
Ability to price effectively.
Over-dependency on template documents.
A Relational Standard.
Relationships — with clients, referral partners, and the community — are the fuel for all our most successful PFL firms. Life & Legacy Planning allows you to move beyond the billable and the fillable to provide a truly differentiated service that is recession-proof and can’t be replaced by any online service or technology because it’s based in your humanity.
Life & Legacy Planning is
the foundation of my success.
Becoming a Personal Family Lawyer and learning Life & Legacy Planning changed my life. It became the foundation of everything that made my practice a success, and it reconnected me to the heart of why I love being a lawyer.
Today, I get to work with lawyers across the country as they take the same journey I did: serving clients with a truly valuable and in-demand service, connecting them with heart-focused communication tools and techniques, and working from their passion.
Your practice can work for you and for your clients. We’d love to show you how.
Senior Law Business Advisor
& Law Business Success Coach
Your New Practice Is Waiting.
Ask yourself, "If this works, will I wish I'd done it sooner?" Your goal of leading a life and practice with no regrets is one step away.