BECOME A PFL

The PFL® Promise

Planning that works when your family needs it - to keep them out of court, and out of conflict, to the greatest extent possible. That's the promise every Personal Family Lawyer firm is making to their clients.

Why do we "do estate planning?" We do estate planning because we know we are going to die (and may become incapacitated first), and want to leave our families with as much ease and grace and life & legacy as possible.

We don't "do estate planning" because we need a will or a trust or like having a stack of papers, or files on a hard drive.

We do estate planning ensure our hard-earned resources aren't lost.

We do estate planning to make sure our wishes for our own health care and long-term care are handled in the way we want.

We do estate planning to minimize how much we pay to the government and maximize how much we leave to the people we love.

We do estate planning so our loved ones know how to find what we have and get access to it with ease, when it's time for them to do so.

We do estate planning for the people we love.

Some people turn to DIY online or discount transactional legal services ( we call that “cheap legal”) for wills or trusts because they think hiring a lawyer will be too expensive or complicated.

When those legal documents fail, they’re left with a mess that doesn't meet their family’s needs during a time of grief and loss. But by then, of course, it's too late. And, for some reason, we've just come to accept this as the way it is.

But, it doesn't have to be. And, frankly, it shouldn't be.

Personal Family Lawyer exists to solve these problems by educating families to understand what they really need, and supporting lawyers to provide meaningful and affordable planning that works when families need it.

As a Personal Family Lawyer, you will educate your community so they know if they can DIY or if they need a legal guide. For those who need and want guidance, your law practice will deliver the most affordable, effective legal counsel and planning, custom-designed for each client you serve ... with a promise of planning that works.

NewLaw gives you the training, tools and systems to turn you into the business leader of a Personal Family Lawyer firm that can fulfill on that promise.

As a Personal Family Lawyer, you’ll provide planning that works. With our support, you’ll become known as the “go-to” expert authority for estate planning education in your community. With our heart-centered relational counseling-based methodology, you’ll deliver a needed, valuable service to ensure the assets and values of your clients are honored and cared for throughout their lives and beyond. With our systems and business support, you’ll be able to deliver that service affordably and effectively.

Lawyering With Heart Through a Relational, Empathetic Law Practice Model For Lawyers Who Really Care

Life & Legacy Planning allows you to move beyond billing based on hours or documents 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.

Ready to Learn More? Schedule a Call Here

The 6 elements of the PFL Promise

The Six Elements of the PFL Promise demonstrate how you’ll go from “transactional lawyer” to “relational lawyer” as a PFL.

How PFLs are hired

Before a single document is ever drafted, you’ll use our Family Wealth Planning Session process to fully understand your clients’ family dynamics and assets. Your clients will understand the law and how it applies in the event of their incapacity or death. They will then choose a plan based on their budget and their desires for the people they love.

Clarity is the basis for moving forward.
What PFLs protect

The Life & Legacy Planning process protects more than just financial assets. It protects what’s even more important: your clients’ relationships by keeping their loved one’s out of court, and out of conflict, while it also clarifies, preserves and passes on the intangibles that are so often lost when a person dies — their intellectual, spiritual and human assets.

Generational wealth gets created when families grow in connection from one generation to the next.
How PFLs plan

Wise legal and financial stewardship throughout life drives Life & Legacy Planning. A plan that is one-off, doesn’t get updated, or based on unclear decisions, is a problem waiting to happen. Your planning isn’t a transactional one-and-done process, it’s supported with regular reviews and updates throughout life, and a business model with systems to support the ongoing planning needs of your clients.

Life & Legacy Planning guides eyes wide open decision-making at every life stage.
What clients see

Your clients’ trust is built on the transparency of your process. Step by step, you guide your prospects and clients through your process with clarity, so they know what will happen each step of the way. And, when it comes to fees, “No Surprises” is the bedrock of our pricing. Fees are clear and agreed to in advance. No hourly billing, no surprise invoices.

Lawyers who don’t bill by the hour. Yay!
How PFLs deliver

Our systems and processes are designed to overcome your clients’ inertia, procrastination, and disorganization so you support your clients to leave their family with a gift of love, and not a mess.

You make adulting fun.
How PFL plans work

One-and-done estate plans focused only on money are a recipe for failure. PFLs help their clients throughout every stage of life and be there for families when their loved one can't be.

It starts with a promise, and the proof is in the practice

As an NLBM lawyer who carries the PFL Designation, you'll be uniquely equipped with all the training, tools, and support needed to deliver on the PFL promise. Not only will you finally understand how to build a sustainable legal practice, you'll give your clients a new expectation of what a relationship with a trusted counselor creates for them, their families, and their businesses.

Start living the PFL promise today.

I created Personal Family Lawyer in my own practice after seeing first-hand how the legal profession was failing families, including my own.

It wasn’t because lawyers weren’t interested in doing great work for their clients. It was because the entire system of how law was practiced, paid for, and delivered was structured against the client, and their lawyer.

Today, 600+ lawyers are licensed in our systems as Personal Family Lawyer firms, and are providing the kind of trusted counsel I only dreamed possible when this journey began almost 25 years ago.

The very fabric of our economic system depends on families and businesses stewarding their wealth—large or small—toward their highest values and purpose.

Our Personal Family Lawyer firms facilitate that kind of stewardship every day.