Most estate planning attorneys are excellent lawyers but struggle with the business side. They:
Work 80-hour weeks trying to handle both legal work and business operations
Feel trapped by referral-only marketing that’s inconsistent and unscalable
Get frustrated watching less skilled attorneys bring in more revenue
Can’t seem to break past income plateaus despite working harder
After scaling to multiple offices, building a mass tort division, and launching adjacent businesses in financial planning and tax services, I kept seeing the same problems:
Talented attorneys getting terrible advice from “coaches” who’ve never actually built a successful practice. Overpriced programs teaching outdated marketing tactics. No real support for the business challenges unique to estate planning firms.
So I decided to share everything I learned scaling my own practice – the systems, the marketing channels, the hiring playbooks – in an open format with no BS.
Battle-tested systems for sales, marketing, hiring and operations
Private Slack community for confidential discussions with other successful firm owners
Weekly live coaching calls focused on solving real challenges
Leadership and sales training specifically for estate planning attorneys
Monthly tactical
webinars on scaling
your practice
Early access and member-only discounts to Elite Planner events
Access our private Slack community and get member discounts on courses/events
Weekly group coaching, sales training, and tactical webinars + all Silver benefits
Full day 1-on-1 session mapping your vision, strategy and operations
Elite Planner is for estate planning attorneys who want to:
Our systems help you gradually transition responsibilities while maintaining revenue.
We’ll show you exactly how to attract, hire and retain top talent.
Learn how to market effectively while maintaining the highest ethical standards.
Continuing without proper systems and support means:
Working longer hours for marginal revenue gains
Missing opportunities to serve more clients
Leaving millions in potential revenue on the table
Staying trapped in day-to-day operations
