The Greatest Online Summit Ever for Estate Planning Pros

(and Those Who Want to Be)

If you can't make it live, register anyway to get the recordings for free. In 2023, this will be a paid program, but it's yours as our holiday gift this year.

Fast-track your estate planning practice into a business you love by learning from the best of the best estate planning pros in the industry -- all as our year-end gift to you.

(This summit will be a paid program in the future -- register as our gift today)

🗓 Dec 12 - 16, 2022

Don't Reinvent the Wheel! We'll show you how to...

Set up back-office support to handle your clients' planning needs, no matter how complex. Smart systems mean less time working and more time with family and friends.
Handle intake, engagement, and client service with the help of systems PLUS carefully-vetted service providers. All the heavy lifting has been done for you here - we’ve tried all the systems, tested all the vendors, and found the best of the best.
Market your estate planning practice using the most effective strategies for your specific business model – solo, staffed practice, or million-dollar empire builder.

As you can see, our member firms built businesses they love right through the pandemic, and we'd love to help you do the same through the coming economic shifts -- with an arrow pointing to the testimonials?

Register now!

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Session #1: How to Be the Smartest + Most Approachable Lawyer in the Room

Session #2: Why You Must Handle Post-Death Admin and How to Do It With Ease, Grace and Support

Session #3: Trust Funding Options to Ensure Your Clients' Plans Work + You Get Paid For it + You Get It Done!

Session #4: How to Get Your Document Drafting Handled With Ease So You Can Expand Capacity and Serve More Clients

Session #5: Document Drafting Software Options -- Why to Use and How to Choose

Session #6: Software Solutions for Effective Marketing, Engagement and Service

Session #7: How to Hire and Lead a Team So You Get Back Your Life

Session #8 Just for the Business Lawyers -- How Denise Makes $500k/year in Just 10 hours/wk of Client Service + How A.J. is On the Path to Millions with Estate Planning for Business Owners

Session #9: Paid Ads That Don’t Break the Bank - How to Make Paid Marketing Work for You

Session #10: Million Dollar Empire Builder Panel

Session #11: Solo Law Practice Panel

Session #12: Staffed Practice or Part-Time Law Baller Panel

Session #13: EP Summit Wrap-Up

As you can see, our member firms built businesses they love right through the pandemic, and we'd love to help you do the same through the coming economic shifts -- with an arrow pointing to the testimonials?

Learn Directly From Top Entrepreneurial Estate Planning Lawyers On Exactly How They Do It

Hosted by Ali Katz

Founder Ali Katz
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Deirdre O'Donnell
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Len Garza

If you can't make it live, register anyway to get the recordings for free. In 2023, this will be a paid program, but it's yours as our holiday gift this year.

Hi, I'm Ali Katz, and I've been helping estate planning lawyers build businesses they love since 2007. And, now, I'm here to help you.

I see so many questions come into the free FB groups I'm in, looking for help on intake + engagement + serving clients, and after 20 years of trial and error and helping hundreds of lawyers build high 6 and 7-figure firms, I've vetted the best service providers in the field.

And, I know what it takes for you to "skip the line" from having to figure it all out on your own so you're not reinventing the wheel.

I have a unique perspective on the needs of entrepreneurial estate planning lawyers. After working as an associate at the Biglaw AMlaw 100 firm started by Charlie Munger, I left the security of that great paycheck, and built my own practice from scratch into a million dollar a year revenue generating law business in just 3 years. I knew nothing about business back then, but I was the breadwinner in my family, a mom to two little kids, and I had to figure it out because my whole family was counting on me.

In 2008, I published the best-selling book on legal planning for families “Wear Clean Underwear: A Fast, Fun, Friendly - and Essential - Guide to Legal Planning for Busy Families”, began appearing on national TV and radio as a family, financial and legal expert, and sold my law practice so I could focus my energy on training other lawyers on the “new law business model” I had invented for serving families with young children.

Along the way, I seriously considered giving it all up and leaving the law and altogether because even though I had learned to make millions of dollars in business by marketing and selling legal services, I didn’t really know how to be a leader in my businesses, or how to navigate the “hard parts” of business -- such as the legal, insurance, financial and tax parts (and I didn’t even know how to get good support from legal, insurance, financial and tax advisors), so I decided to move to a farm and leave it all behind.

While at the farm and after a good long break from business, I decided that being a lawyer was worthy of my time, energy, and attention, but only if I could do it by not just helping lawyers to make more money, but to actually transform the way legal services were provided.

Thus, the New Law Business Model was born.

With that, I’ve spent the past decade training an army of heart-centered lawyers in my unique, counseling-focused methodology for helping clients get to the bottom of what matters most when it comes to Life and Legacy, and then to document those choices with legal documents that stay up to date and continue to work throughout life.

These Personal Family Lawyer® firms were born from my own devastating personal experiences with failed estate plans created by well-meaning, but non-relationally trained or systems-oriented lawyers who just focused on the documents, and didn’t anticipate the devastation of failed planning.

After working for a few years as an associate at Charlie Munger’s law firm, I launched out on my own, and created a new way of serving families with estate planning focused on families with young children in my small South Bay community of Los Angeles. I wrote the best-selling book on legal planning for families, Wear Clean Underwear, and began appearing on television as a family, financial and legal expert.

But, I quickly came to realize that before I could keep going down that road, I’d need to train my fellow lawyers to become teachers, and counselors, and to infuse their services with heart and soul, before I could continue to educate on a national scale.

Now that we’ve got enough lawyers trained across the US to serve our communities (and we’ll expand internationally next year), and I’ve been through my own initiations of raising adult children, healing my relationship with money and with my own parents, and learning to be a leader in the context of new paradigm business, it’s time for me to return to my roots as an educator.

So, this Summit is my gift to the estate planning community that I see struggling to create systems, and build their law practices into businesses they love, serving clients with the best support available.

If this is your first time meeting me, welcome. I’m so glad you are here. I promise to share only the best of the best with you.

And, if we’re old friends or colleagues, welcome back. I’m so happy to be here with you, and to be able to shortcut your pathway to a life and law practice you love.

I look forward to seeing you in the Summit.

If you can't make it live, register anyway to get the recordings for free. In 2023, this will be a paid program, but it's yours as our holiday gift this year.

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