New Training for Estate Planning Attorneys & Law Practice Owners!
Uplevel Your Estate Planning Services
Attract and serve clients happy to pay for a high value, trusted advisory service by moving beyond documents to a relational service model that can’t be replaced by financial advisors or “cheap legal”
Secure your seat to this live event and learn how to Uplevel Your Estate Planning Services!

When: Friday, December 6th @ 11am ET / 8am PT
Cost: FREE

In this event, you'll learn how to:
  • Keep your pipeline full of estate planning clients who aren’t looking for the cheapest option.
  • Ditch the hourly billable or too low of flat fees while getting hired nearly 100% of the time for $4,500-$8,000 per engagement.
  • Systemize delivering estate planning services so you can take on more clients each month.
  • Build a team you trust to help you deliver your services more efficiently, so you can focus on what you enjoy most.
  • Retain law clients for life and create predictable recurring revenue.
Complete the form to secure your seat NOW!

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