TURN YOUR LAW PRACTICE INTO A BUSINESS YOU LOVE Trainings

Become the Go-to Estate Planning Attorney for Families

Date/Time: August 27th @ 1pm ET / 10am PT

Serving growing families is one of the most overlooked opportunities in estate planning. These families are completely unaware how vulnerable they are when choosing DIY and “cheap legal” estate planning solutions – creating an incredible opportunity for heart-centered attorneys who understand what’s really at stake.

Join Ali Katz for this LIVE Masterclass where you’ll discover how to position yourself as the go-to estate planning attorney for families in your community by protecting them from the 7 risks families with children face in 2025.

How Jilian Morton Learned + Installed Estate Planning

Date/Time: September 3rd @ 1pm ET / 10am PT

Jilian Morton started her law career as a real estate conveyance attorney, handling 8-10 closings per day. This work was taxing and never seemed to bring in enough money. She decided it was time for a change.

She made the switch to Estate Planning in early 2020, with two toddlers at home and a pending divorce. But she was charging just $1,000 per plan and working every waking hour. Then the pandemic happened, lockdowns began, and her “solo startup” felt more like solo survival.

Thankfully, Jilian discovered and joined the Personal Family Lawyer® program, and after mastering our Life & Legacy Planning® Service Model, she transformed uncertainty into opportunity:

• She increased her fees to an average of $5,800 per engagement

• Scaled from 4-5 clients a month to nearly 30 as a solo lawyer– without burnout

• Bought her own office building at age 32 and built a five-person team

• And is now consistently generating $130k/mo and staying booked out four months in advance

If you’ve wondered what it really takes to start and grow a law business that works for your life, this is your invitation to learn the law business model that makes it possible. Attend this live event hosted by NewLaw’s Kim Rockwood to hear Jilian share her story and how you can make the same shift in 2025.

Stay on after the event for a special live Q&A session with Ali Katz. Click to register now!

How Sarah Beth Learned + Installed Estate Planning

Date/Time: August 19th @ 1pm ET / 10am PT

When Sarah Beth's baby came early and needed NICU care, she faced every lawyer’s nightmare: choosing between making a living and being present for the most important person in the world.

Thankfully, Sarah Beth wasn’t like most lawyers.

Because she joined our program right out of law school, she was years into growing her law business with a service model that allowed her to step away for 2 months of maternity leave – paid!-- without risking her law business or her long-term career. While she gave 100% of her focus to her family, her trained team and systems kept serving clients without skipping a beat.

Now she's back, serving 15 clients a month at $4,750 per engagement, and expecting her second baby — knowing her business can support her family when life happens.

This event is your chance to know more about this relational and heart-centered practice area which you’ll LOVE to deliver to families in your community, giving you a peaceful, profitable, and fulfilling law business in 2025.

Stay on after the event for a special live Q&A session with Ali Katz. Click to register now!