I’m so excited to have you join me on this first-ever Summit for Entrepreneurial Estate Planning Pros or those who want to be. I hope you are able to join me live for some or all of the sessions, so you can get your Qs answered by the guests I’ll be interviewing to shortcut the process of growing your law practice into a business you love.
Be sure to join our Facebook group, and calendar each of the sessions you want to join live. And I’ll see you on the calls!
Here's what you need to do now
Add all the events to your calendar
Join the Facebook group
Summit Schedule
Calendar the Sessions You Want to Attend Live & Watch Your Inbox for Recordings
December 12, 2022
Session #1
10:00 AM - 11:00 AM MST
Ali Katz
Welcome Session & How to Get the Most From This Event
Session #2
11:00 AM - 12:00 PM MST
Jim Carlisle
How to Be the Smartest + Most Approachable Lawyer in the Room That Every Client Wants to Hire & Every Referral Source Wants to Work With
We're going to cover how to stay smarter than the competition when it comes to the legal/technical aspects of estate planning so that when you are talking to potential clients they think to themselves, "Wow, this lawyer is both smart AND easy to talk to. I need this lawyer to be my strategic advisor." If you’ve ever worried that you don’t know enough to be an estate planning lawyer or aren’t sure how to sound both lawyerly, smart and understandable, this is the session to join! We’ll show you how to ensure you've got the back office support to fulfill your clients planning needs no matter how complex, while you maintain the relationship with the client. Just this session alone could earn you tens of thousands or even hundreds of thousands in fees over the lifetime of your law practice.
December 13, 2022
Session #3
12:00 PM - 1:30 PM MST
Tara Faquir
Leah Del Percio
Why You Must Handle Post-Death Admin and How to Do It With Ease, Grace and Support
We’re going to cover how easy it can be to add on trust and estate administration, and why you absolutely must if you aren’t doing it already. Post-death administration is the “annuity” for your law practice that creates a saleable practice, true service to your clients, and can be both lucrative and full of grace when you have the right support. In this session, we’ll show you how.
Session #4
3:00 PM - 4:00 PM MST
Mike Rutkowski
Trust Funding Options to Ensure Your Clients Plans Work + You Get Paid For it + You Get It Done!
If you aren’t ensuring your clients assets are actually transferred into the plans you create for them, you are failing them and they might as well do their estate planning using a cheap online service. Ensuring your plans are actually “funded” is one of the major ways to create true value for your clients, and we’re going to show you how to get it done without creating a backlog of work that never gets done, and keeps you up at night with worry and stress. Mike Rutkowski is THE go to lawyer for families in Michigan with 5 offices earning nearly $2M/year -- you’ve got to hear how he does it.
December 14, 2022
Session #5
11:00 AM - 12:00 PM MST
Laney Lyons
How to Get Your Document Drafting Handled With Ease So You Can Expand Capacity and Serve More Clients
If you whiz through drafting your documents with ease, don’t attend this session. But if you’ve ever thought, I really should have someone else handling this for me, join us to find out how to outsource the drafting of all of your estate planning documents, saving you huge amounts of time and energy.
Session #6
1:00 PM - 2:00 PM MST
Ali Katz
Document Drafting Software Options -- Why to Use, How to Choose + How to Get the Best Deal
If you aren’t already using document drafting software, you are missing out. But, there are so many options, how do you know which one to choose, and what you should pay, and what you really need? Join us to get support in choosing the right solution for you PLUS we've negotiated hard with the software providers to get you the best deal possible -- show up to hear all about it.
Session #7
3:00 PM - 4:30 PM MST
Bonnie Faucett
Software Solutions for Personalized + Automated Marketing, Engagement and Service (Use Tech Like a Pro But Stay Warm-Hearted While You Do it)
In this Session, you’ll learn how to handle all of the data you need to process to successfully create an estate plan, and we’ll show you how to solve the problem of the never-ending client engagement that results in unsigned documents, uncollected invoices, and estate plans that never get picked up. PLUS, SUPER BONUS: You’ll see exactly how to automate your lead generation + client intake + engagement + service systems so you can run an automated, yet highly personalized practice with the right tech stack. Bonnie Faucett isn’t just a lawyer, she’s a mother of 6 and she’s going to show you how she ran her high 6 figure practice + gave birth to 4 kids and managed it all by leveraging technology.
December 15, 2022
Session #8
10:00 AM - 11:00 AM MST
Molly McGrath
How to Hire and Lead a Team So You Get Back Your Life
If you want to build a real business, you need a team. But, we weren’t taught to hire, manage or train a team, and this could be the stopping point for the growth of your law practice into a business you love. If so, join Ali Katz and Molly McGrath to find out who you should hire when and how to do it so you don’t drive yourself crazy hiring the wrong people and regretting your decision to grow.
Session #9
11:30 AM - 12:30 PM MST
A. J. Yolofsky
Denise Gosnell
Just for the Business Lawyers -- How Denise Makes $600k/year in Just 10 hours/wk of Client Service + How A.J. is On the Path to Millions with Estate Planning for Business Owners
Yes, do the math, that comes out to about $12k/hour. It won’t happen overnight, but if you structure the growth of your business law practice in the right way, so you become a trusted advisor, you too could be earning $600k/year in just about 10 hours a week of client service. Plus, if you add on estate planning, you could be looking at millions. If you serve business owners, don’t miss this session.
Session #10
4:30 PM - 5:30 PM MST
Paid Ads That Don’t Break the Bank - How to Make Paid Marketing Work for You
The best marketers on the planet are trying to get you to hire them to handle your paid ads, and many of you have been burned. Don’t get burned. Instead, learn what you need to have in place before you engage with paid ads, and then how to ensure the paid ads you are running are going to work and earn you money instead of breaking your bank.
December 16, 2022
Session #11
10:00 AM - 11:00 AM MST
Million Dollar Empire Builders Panel
Holly Simpson
Dirk Davidek
Beverly Davidek
Shane Young
Session #13
12:00 PM - 1:00 PM MST
Solo Law Practice Panel
Allison Phillips
Debra L. Koven
Karl Chen
Rebecca Strub
Session #14
2:00 PM - 3:00 PM MST
Staffed Practice or Part-Time Law Baller Panel
Deirdre O'Donnell
Natalia Ouellette Grice
Heather Pietroforte
Len Garza
