You’re running an estate planning business. You’re booked solid with client work. Your inbox is overflowing. Your calendar is maxed out.
But despite how busy you are, your revenue still feels unpredictable.
Sound familiar?
If you’re like most estate planning attorneys we talk to at Lawyers With Purpose, you’re not short on effort, you’re short on clarity. You’ve set income goals. You’ve attended workshops. You’ve tried to block off time for marketing or team management.
But it still feels reactive.
That’s because you’re missing a clear, data-backed framework to connect your daily efforts to your long-term growth plan.
You don’t need to work harder. You need a system.
Here’s how the Estate Planning Practice Revenue Calculator is helping attorneys move from chaos to clarity and grow their firms with confidence.
Why Growing Your Firm Feels So Hard: Estate planning business
Most attorneys set annual revenue goals based on what they want to earn, but rarely calculate:
- How many services they need to deliver
- How many hours each service requires from them and their team
- Whether they have the time and structure to support those services
- What marketing and staffing inputs are needed to sustain that workload
Without this clarity, even the most ambitious goals fall flat. You’re left making decisions based on stress or gut feeling, not strategy.
As Amanda Bossow, a revenue strategist at LWP, explains:
“Attorneys constantly overestimate how much time they have for growth activities. When you factor in how long it takes to deliver client work, there’s barely any time left for marketing or strategic planning.”
The Shift: From Guessing to Grounded Strategy
The Estate Planning Practice Revenue Calculator is a framework that helps you:
- Clarify your revenue targets
- Map out your available time and service mix
- Understand your staffing needs
- Track and optimize key business activities
The tool includes two parts:
1. Revenue Focuser
- Breaks down revenue goals by service type and average fee
- Calculates how much attorney and team time is needed
- Reveals how many clients you need to hit your target
- Helps you assess efficiency and workload alignment
2. KPI Focuser for your estate planning business
- Identifies how many leads, consults, and hires are needed
- Tracks marketing, sales, and fulfillment metrics
- Provides clear weekly and monthly performance benchmarks
Together, these tools connect your time, your pricing, and your pipeline, so revenue becomes a measurable outcome, not a moving target.
What Attorneys Discover When They Use It
Here are some of the most common insights attorneys have after using the calculator:
1. You’re the Bottleneck
Most attorneys are spending too much time on client work and not enough on growth. Delegating more to your team can free up hours for revenue-generating activities like consultations and marketing.
2. Your Close Rate Is Lower Than You Think
Many attorneys overestimate how many leads turn into clients. This misjudgment causes a gap between effort and results.
3. Your Pricing Doesn’t Match Your Time Investment
Some services take longer than expected, and when pricing doesn’t reflect that, profitability suffers.
4. You’re Not Tracking the Right Numbers
Tracking revenue alone isn’t enough. Attorneys need to monitor the inputs: number of leads, Vision Meetings, hire rates, and team efficiency.
Amanda’s advice:
“These tools don’t judge you. They just reveal what’s working and what’s not, so you can make informed adjustments.”
A Real-World Example: The $50K Monthly Increase
One solo attorney came to LWP needing to hit $150,000 per month to meet salary, team, and business goals.
After using the calculator, they realized:
- They were spending over 90% of their time in client fulfillment
- There was no dedicated time for Vision Meetings or strategic marketing
- The team was underutilized
By shifting 30% of the attorney’s time to workshops and revenue-driving activity and delegating more back-office work to the team—they grew from $120,000 to $170,000 in just eight months.
Key changes included:
- Streamlined meetings
- Weekly KPI reviews
- Improved intake process with pre-qualification
- Better alignment between team support and revenue goals
How to Apply These Insights to Your Estate Planning Business
Once you’ve completed the calculator, here’s how to bring your numbers to life:
1. Block Time for Revenue-Generating Work
- Vision Meetings
- Signing meetings
- Workshops or strategic marketing
2. Set and Track Weekly KPIs
- Number of leads generated
- Consultations scheduled and held
- Hires or engagements
- Marketing activities completed
3. Measure Time Efficiency
- Track how much time is spent in client work versus on the business
- Improve task delegation to free up the attorney’s time
- Adjust workflows to avoid bottlenecks
4. Conduct Weekly Reviews
- Don’t wait until the end of the month
- Look at weekly trends and adjust early
- Focus on progress, not perfection
“Attorneys who succeed with this tool treat their firm like a business. They lead like CEOs, not just legal technicians,” Amanda says.
You Can Get Back in Control, Starting Now
You don’t have to stay overwhelmed. You don’t have to guess. And you don’t have to do it alone.
The Estate Planning Practice Revenue Calculator gives you:
- A clear financial roadmap
- A real-time view of your workload and team efficiency
- A practical way to set, track, and meet your goals
Next steps:
- Use the calculator to map your revenue goals
- Set clear KPIs to keep your growth plan on track
- Book a session with an LWP coach to get personalized insights
- Align your team and systems to support the growth you want
Your firm deserves more than chaos. You deserve a business that grows on purpose.
