There is no better practice area than estate planning (we call it legal life planning). When you practice estate planning the way we teach it in this multi-media, all-online bootcamp, you will feel totally fulfilled by the work you do for your clients, make a big, positive impact in their lives, and make a great income while you do it.
The good news is you can learn the foundations of doing this work and, represent 90% of the population, PLUS add at least $3k- $5k per month to your bottom line without getting an LLM, going back to school, or investing years of your life learning a new practice area.
IN LESS THAN 60 DAYS, YOU WILL BE READY TO BEGIN SEEING CLIENTS AND GETTING PAID FOR WORK YOU WILL LOVE TO DO. IT’S TIME FOR YOU TO LOVE BEING A LAWYER AGAIN!
To get started, you simply need to know the basics. And, you need to learn them in a way that allows you to convey tremendous value to people in your community and clients who already need this work and will want you to take care of it for them, once they understand what you do and how you do it.
And, here’s what’s really important … you need to know how to do estate planning in a new way. Because, I’ll be honest with you, if you try to do estate planning the traditional way it’s taught in law school or in your local CLE course, you are not going to love your law practice.
You’ll probably hate it. You’ll know you aren’t making a real difference in your clients’ lives, but just churning out form documents quite similar to what your clients could do for themselves online.
You’ll secretly question the value of what you are providing. You’ll feel uncomfortable commanding the fees that are necessary to have a truly thriving practice. You’ll never feel totally confident that what you are providing is worth it.
Maybe you are already doing some Wills & Trusts and you feel this way right now.
WHEN YOU LEARN ESTATE PLANNING THE NEW LAW BUSINESS MODEL WAY, IT GOES FROM DRY, DULL & BORING TO GRATIFYING, FULFILLING AND HIGHLY LUCRATIVE
This Estate Planning Bootcamp is for you if:
You want to add a lucrative practice to an already successul practice serving families or small business owners, such as bankruptcy, divorce, real estate, business planning, intellectual property or personal injury (your existing clients need and want this, especially the way we’ll teach you to do it);
You are just starting a practice right out of law school and you want to get up and running as quickly as possible, seeing clients, helping them and getting paid (Martha was seeing clients just a few months out of law school and having $10,000 days just two years out – you can too);
You want to transition out of a practice area that makes you regret you ever went to law school in the first place, that simply doesn’t feel good, and has you working far too hard for far too little (estate planning the New Law Business Model way not only feels great, it’ll give you total calendar control);
You are currently providing Wills & Trusts to your clients, but it’s not fulfilling, isn’t making you enough money, doesn’t give you control over your calendar and isn’t fun.
If you are in any of these categories, we can and will help you love being a lawyer again.
How Will You Help Me?
Martha Hartney graduated from law school in December of 2009 knowing very little about the practice of law generally or estate planning specifically. In just over a year Martha has studied and trained with the best and now has a thriving practice serving families in her community.
Martha invested tens of thousands of dollars and scores of hours to learn far more about the legal/technical side of estate planning than she really needed to represent the regular families that make up the vast majority of people who need your services.
And now Martha, along with the support of Alexis Neely, million dollar practice builder + best selling author of the #1 book on legal planning for parents, has culled down the most important information you need to start working with families in your own local community right away so you can begin generating an additional $3,000 – $5,000 per month helping your clients leave the world and their families better off.
No travel necessary, we are delivering this course completely virtually via a multi-media online learning experience soso you can watch, listen, learn and apply what you need to know from the comfort and convenience of your own home or office.
Ready to Love Your Practice?!?
This 7-Module CLE Course is delivered entirely online so you can learn from the convenience of your own home or office — no travel, no hotels, no expensive meals out — just ease, convenience and a great return on your investment.
Within just 7 weeks, you will have the basics you need to begin working with clients in this lucrative area of legal life planning, while setting yourself apart from all the other lawyers providing dry, documents only Wills & Trusts.
Via this multi-media course, you will learn via online video, a private members-only forum, live coaching calls and detailed written outlines so you can take in the information and guidance through a multitude of channels specifically designed for your rapid progress.
Be the lawyer you went to law school to be, guide your clients to make informed, empowered, smart decisions for their families and loved ones, pass on their values, insights, stories and experience (and their money) to the next generation and know you are making a difference in their lives.
JOIN US TODAY FOR A 7-PART MULTI-MEDIA, ALL VIRTUAL, ALL ONLINE, SELF-PACED WITH GUIDED SUPPORT PROGRAM TO JUMPSTART YOUR NEW LAW BUSINESS MODEL.
Each of the 7 Modules is specifically designed to layer in the fundamental concepts of Estate Planning to set the stage for you to become confident in helping your prospects and clients make meaningful decisions for their families.
In Conceptual Basics (Module 1), you will begin to understand the myriad of reasons families need your guidance, beyond the obvious ones most attorneys observe. You will become comfortable with the notion of yourself as counselor and advisor and be able to help clients understand the main choices they have in planning for the well-being and care of their families.
In Estate Planning Subject Areas (Module 2), you will take a deeper look at the areas planning can and will address, including emergency planning for children, asset protection, healthcare planning for parents, estate and gift tax avoidance, and business succession planning. You will learn to spot issues in various family situations as well as make internal choices about where to focus your energy and attention as you go forward in building your practice.
In Drafting Basics (Module 3), you will discover how documents are drafted–from rudimentary techniques to the most sophisticated of drafting technologies. You will also be introduced to the many different documents a complete estate plan requires. PLUS, we have made special arrangements with the top 3 drafting services to give our Estate Planning Bootcamp members a big discount or a no-risk trial on their services so you can pick the best platform for you.
In the What’s In a Plan? Module (Module 4), you will see exactly how to deliver a completed estate plan in a way that provides a true experience to your clients rather than just a set of documents. You will also receive a complete set of sample estate planning documents in a comprehensive plan for review.
In Interaction Basics (Module 5), you will learn to communicate with clients in a way that is meaningful and easily understood by the families you are working with. You will learn to bond with clients from the initial call, through engagement through to the final meeting, so you can turn them into raving fans who refer all their friends and family. You will gain a comprehensive understanding of techniques and strategies to help clients make good decisions and providing extraordinary service.
In Designing a Plan (Module 6), you will see how a plan is designed for a typical family while giving the attorney an opportunity to educate and inform as they go. You will gain the skills necessary to become a counselor–not just a document drafter.
In Financial Basics (Module 7), moderators Alexis Neely and Martha Hartney detail what it takes to get an estate planning practice off the ground financially. You will also be guided to discern how that can be funded and how your firm can successfully provide for you and your families.
BONUS MODULE In this newly added bonus module, Martha Hartney walks you through the complexities and options for marital deduction planning now that the estate tax exemption is so darn high. How best to plan for changes that may come in the future, how best to discuss planning options with your clients and how best to counsel with confidence.
Within 60 Days You Will Be Ready to Add a MINIMUM
of $3k to $5k to Your Bottom Line each and every month
serving people you already know who need and want
you to offer this truly sacred, meaningful work.
“In the past month I’ve retained three new clients and am working on even more. My numbers are probably different than perhaps others who are exclusively focusing on estate planning. I still, as I mentioned, have a considerable litigation practice that I’m trying to move out of but it doesn’t allow me to do as much as I would like in the estate planning in terms of marketing.”