All posts by : Saima Omar

Let’s talk Revenue Goals for Your Estate Planning Practice. Most estate planning attorneys set revenue goals. Far fewer know how to reach them.

And it’s no wonder, goals alone don’t build a thriving practice. Without a clear roadmap, many attorneys find themselves stuck in reactive mode, juggling client work, marketing, and management with no idea if they’re actually on track to hit their targets.

That’s why we created the Estate Planning Practice Revenue Calculator at Lawyers With Purpose (LWP), a powerful, practical tool that helps attorneys reverse-engineer their revenue goals and align their daily efforts to meet them. In this guide, we’ll walk you through how it works, what to prepare, and how attorneys like you are using it to stop guessing and start growing.

We’ll also share insights from Amanda Bossow, LWP Director of Practice Management, who’s helped dozens of firms shift from survival mode to scalable success using this tool.

Revenue Goals for Your Estate Planning Practice: Why Revenue Goals Alone Aren’t Enough

Let’s be real: “I want to earn $500,000 this year” sounds great… but it doesn’t mean much on its own.

The real questions are:

• How many clients do you need to serve to get there?
  
• Do you have the capacity to serve them?
  
• What should your team be doing weekly to stay on track?
  
• How much time do you actually have for marketing and business development?
  

Without clear answers, revenue goals stay in dreamland. They don’t drive decisions. They don’t help you prioritize. They don’t tell you what to do today.

Amanda Bossow puts it this way:

“Most attorneys set goals based on what they want to earn but have no true understanding of the time and operational structure required to reach it. They underestimate how much time client work consumes and overestimate how much time they have left for marketing, management, or scaling.”

That’s where the Estate Planning Practice Revenue Calculator steps in.

Meet the LWP Revenue Calculator: Clarity Over Guesswork

The LWP Revenue Calculator is actually two integrated tools: the Revenue Focuser and the KPI Focuser.

Together, they help you:

• Clarify your financial targets
• Translate those goals into client work and time
• Identify marketing and hiring needs to keep the pipeline full
• Track the right metrics to course-correct every single week

Let’s break it down.

Revenue Focuser – Reverse-Engineer Your Revenue

Here’s what it does:

• Lists your services and average fees
  
• Tracks how many attorney/team hours go into each service
  
• Calculates how many of each service you need to sell to reach your revenue goal
  
• Shows your total time capacity—and whether your team structure supports the goal
  
• Identifies your “efficiency factor”: how much time is being spent in the business versus on the business
  

KPI Focuser – Predictable Growth Starts Here

Once your revenue goal is mapped out, the KPI Focuser helps you track:

• How many consultations (Vision Meetings) you need based on your close rate
  
• How many marketing contacts it takes to get those meetings
  
• How many team members or hires are needed to support the workload
  
• Weekly, monthly, and quarterly KPIs across marketing, sales, and fulfillment
  

The result? A plan that’s not based on hope, but on math.

“It connects the work being done to the revenue being earned, then measures how efficiently the firm operates,” Amanda explains. “Then the KPI Focuser adds the missing piece: how to keep the pipeline full.”

What You Need Before You Start: Revenue Goals for Your Estate Planning Practice

To use the calculator, you’ll need some basic numbers. Don’t worry if they’re not perfect—the point is to start with estimates and refine over time.

Here’s what to gather:

• Your monthly revenue goal (including salary, expenses, and desired profit)
  
• Average fees for each service you offer
  
• Time estimates for how long each service takes (for both you and your team)
  
• Close rate for consultations (Vision Meetings)
  
• Marketing conversion rates (e.g., workshop attendees to consultations)
  
• Weekly work hours available for both attorney and team members
  

What Attorneys Learn When They Use It

Attorneys using the Revenue Calculator often have “aha” moments that shift their entire mindset. Here are some of the most common:

1. You’re Doing Too Much

Many attorneys realize they’re spending 90% of their time on client work, leaving little room for growth activities like marketing, training, or leadership. That’s a recipe for burnout, not scalability.

2. Your Team Is Underutilized

By delegating more to team members (especially non-revenue generating tasks), you unlock time for Vision Meetings and marketing—the key activities that grow your firm.

3. Your Pricing Needs a Reality Check

Some attorneys discover they’re undercharging for services that require too much time, or pricing inconsistently across their offerings.

4. Your Close Rate Isn’t What You Thought

It’s common for attorneys to overestimate their close rate, meaning they assume fewer leads are needed than reality demands.

“These tools don’t judge you,” Amanda says. “They simply show where small tweaks can create massive results.”

Amanda’s Real-Life Example: From $120K to $170K/Month

One firm using the calculator realized they needed $150,000/month in revenue to hit their targets. After mapping their services, pricing, and time capacity, they uncovered two critical gaps:

• The attorney was spending 90% of their time in fulfillment
  
• They had no structured time for marketing or consultations
  

By restructuring their team responsibilities and freeing up 30% of the attorney’s time, they were able to:

✅ Add workshops
✅ Run more Vision Meetings
✅ Qualify prospects more efficiently

Within 8 months, the firm grew from $120,000 to $170,000/month, without adding more chaos.

“The attorney started acting like the CEO of the firm, not just the technician,” Amanda shares.

Turning Insight Into Action: Your Weekly Growth Plan

Once you’ve completed the calculator, it’s time to operationalize it. Here’s how to take your insights and apply them:

1. Protect Time for Revenue Activities

Block your calendar for:

• Vision Meetings (based on how many are needed monthly)
  
• Signing meetings
  
• Marketing activities
  

2. Set KPIs and Review Them Weekly

Establish clear weekly KPIs for:

• Leads generated
  
• Consultations held
  
• Services sold
  
• Efficiency percentages
  

Track them weekly—not just monthly—so you can adjust before things go off track.

3. Assign Ownership

Don’t try to do it all yourself. Assign a team member to track KPIs, manage the calendar, and keep you accountable.

“Focus on trends, not perfection,” Amanda advises. “Progress over time matters more than short-term misses.”

It’s Not Just a Tool: It’s a Mindset Shift

Using the LWP Revenue Calculator isn’t just about numbers—it’s about stepping into your role as the business owner, not just the lawyer.

You’ll stop chasing revenue and start designing it. You’ll make strategic decisions with clarity. You’ll finally be in control of your firm’s growth.

“It reframes the role of the attorney from ‘doer of all things’ to ‘strategist of firm growth,’” Amanda says. “You start managing like a CEO.”

You Don’t Have to Do It Alone

At LWP, we don’t just hand you the calculator and wish you luck. We offer:

• Coaching programs to help you interpret and apply your numbers
  
• Implementation calls to troubleshoot bottlenecks
  
• Operational training so your entire team is aligned
  

Our community of attorneys and expert coaches will support you as you use data to build a sustainable, profitable, and fulfilling practice.

Ready to Build Revenue In Your Estate Planning Practice You Can Count On?

The Estate Planning Practice Revenue Calculator is your starting point.

• Get clear on your revenue goals
• Understand the real workload behind them
• Identify the KPIs that matter
• Align your time, team, and tactics with precision

Don’t keep guessing. Start growing. Reach out if you would like to have a member of our team run through the revenue focuser for your practice with you, and show you what is achievable. 

You didn’t become an estate planning attorney to be a full-time firefighter.

But if you’re constantly chasing missing documents, repeating tasks, or unsure who’s doing what in your firm… then firefighting is exactly what you’re doing.

The culprit? A lack of systems.

At Lawyers With Purpose (LWP), we’ve seen it time and time again: brilliant attorneys stuck in the weeds because their firm runs on hustle instead of process. That’s why we created FLOWS™—Focused Legal Operations & Workflow Systems. It’s not just a tech solution—it’s a proven way to turn your law firm into a high-functioning business.

What Is FLOWS™?

FLOWS™ is a fully integrated, cloud-based workflow engine designed specifically for estate planning, asset protection, Medicaid planning, and probate practices. It’s been refined over 25 years by practicing attorneys who knew there had to be a better way.

Instead of starting from scratch (or worse, winging it), FLOWS™ gives you:

• Step-by-step systems for client intake, estate planning, Medicaid qualification, trust admin, and more
  
• One-entry data that populates across your documents, saving hours
  
• Live dashboards to track client progress, team output, and firm financials
  
• Accountability tools so no ball ever gets dropped
  

Imagine Your Firm Without the Fire Drills

• No more bottlenecks at the document drafting stage
  
• No more unclear next steps for clients
  
• No more “I thought you were handling that” moments
  
• No more wasting time chasing paper trails
  

Instead, imagine clarity. Momentum. Confidence. You’ll be free to grow your business—or actually take a day off—knowing the engine is running.

Systems Scale. People Burn Out.

Your team is not your system. If your firm relies on a single paralegal or assistant to “remember everything,” your business is on shaky ground. FLOWS™ gives your entire team clarity, structure, and purpose.

This isn’t about becoming a tech company. It’s about running your law firm like a real business.

Don’t let another day go by reacting to chaos.
Book your FLOWS™ demo today and start building a practice that runs with precision—and purpose.

[Book a Demo Now]

Most estate planning attorneys go into practice to make a difference—to help families protect what matters most. But somewhere between client meetings, court filings, marketing, staff management, and billing, the dream can get buried under the daily grind.

That’s where Lawyers With Purpose (LWP) comes in.

LWP isn’t just another coaching program or software platform. It’s a complete ecosystem designed to help estate planning, asset protection, and Medicaid planning attorneys build profitable, sustainable, client-focused firms, without burning out.

From “Practicing Law” to Building a Business

Law school teaches you the law. It doesn’t teach you how to run a business, lead a team, or create systems that allow your firm to grow beyond you. LWP fills that gap.

With LWP, you get access to step-by-step frameworks that show you how to deliver consistent, high-value services, how to price with confidence, how to measure your firm’s performance, and how to build a client experience that sets you apart. It’s not theory—it’s a proven path built by attorneys, for attorneys.

Tools That Power Real Results

LWP provides more than ideas. It equips you with the tools to put them into action.

Our proprietary STEPS™ software helps you generate legally sound, fully customizable estate planning documents with precision. Our FLOWS™ systems give you repeatable workflows to streamline operations and delegate effectively. You also get access to Patented Medicaid qualification tools that simplify complex eligibility strategies and ensure your clients get the care they need—without losing everything they’ve worked for.

Plus, our iPUG® Trust gives you a powerful asset protection solution you can offer clients right away, creating immediate value for your firm.

Ongoing Coaching & Community Support

LWP isn’t a one-and-done training. It’s an ongoing partnership.

Our members receive live coaching, access to expert-led webinars, customizable marketing materials, and a vibrant community of attorneys who share openly and support one another’s growth. Whether you’re launching your practice or scaling to multiple locations, you’re never alone. You have expert mentors, practical tools, and a trusted sounding board at every stage.

Designed for Profitability and Balance

Perhaps the greatest value LWP offers is helping attorneys reclaim their time and peace of mind. With the right systems in place, your firm no longer depends on you doing everything. You can focus on high-level strategy, connect more meaningfully with clients, and even take time off, knowing your practice is running smoothly.

Your Firm. Your Way.

At the end of the day, LWP exists to help you build the law firm you imagined when you started, profitable, impactful, and aligned with your values.

If you’re ready to stop running a firm that runs you and start building one that fuels your purpose, LWP is your next step.

Request a practice assessment to identify your blind spots and achieve your goals here. 

At Lawyers With Purpose, we focus on more than just legal tools — we’re here to help estate planning attorneys turn their expertise into thriving, sustainable businesses. That means talking about systems, strategy, software, coaching… and yes, revenue.

We know that for some, talking about money can feel uncomfortable. But it shouldn’t. Building a profitable practice doesn’t mean compromising your values,  it means creating a business that supports your clients, your team, and your life. That’s why we encourage a mindset shift as part of the journey.

Our long-time members have embraced that shift,  and the results speak for themselves. They’ve built practices that are not only profitable, but purpose-driven.

We recently asked a few of them to share how LWP has shaped their growth. Their stories are honest, insightful, and full of encouragement for any attorney ready to make the leap.

Here’s what they had to say.

Real Impact. Real Results.

1. Mindset & Confidence

“I have developed a level of comfort and understanding that I will be successful… as long as I continue improving both my professional skills and the business practices LWP introduced me to.”

“Since joining LWP, my mindset has changed for the better. I know the ‘numbers’ of my business and focus on growing in an intentional manner.”

For many members, LWP was the shift from surviving to thriving — from hoping the practice works, to running it with clarity and confidence. That includes financial visibility, structured growth, and seeing possibility where there was once burnout or fear.

2. Systems That Stick

“The implementation of a real estate planning system has been huge. It’s given me confidence, consistency, and clarity.”

“LWP’s workflows and task management keep us on track so nothing falls through the cracks.”

Our tools don’t sit on the shelf. They’re put to work every day — from managing case flow to calendaring to document drafting — helping attorneys and their teams run like clockwork.

3. Coaching & Community

“The combination of coaching and support has helped me overcome self-limiting beliefs.”

“Being a solo attorney can be isolating. My coaching calls with Candy and Phil helped me grow a firm I never imagined I could build on my own.”

At LWP, members aren’t just getting advice — they’re getting partners. Coaches like Phil Miner, Candace Pollack, and Britt Shearin offer a sounding board, accountability, and strategies tailored to your goals.

4. Education That Goes Beyond the Basics

“The LMS system has been essential — the quick videos and Zoom calls helped me grow into a role no one at our firm had ever done before.”

“Training modules helped us onboard new team members faster and more consistently.”

From Medicaid to marketing, from workshops to workflows — our education platform and events like TAPER offer real-time, practical training that meets firms where they are.

5. Tools That Power Practice Growth

“The document drafting system is constantly updated with changes in the law. That’s a huge time-saver.”

“IPUG training helped me expand my planning toolbox and reach more affluent clients.”

Our STEPS™ software, document automation tools, and IPUG® training don’t just keep you compliant — they open the door to new opportunities and more profitable planning.

Want to join Lawyers With Purpose? 

Ready to build a law practice that’s profitable, sustainable, and aligned with your values? Join Lawyers With Purpose and get the coaching, tools, systems, and community support you need to grow with confidence. Whether you’re just getting started or looking to scale, we’re here to help you turn your legal expertise into a purpose-driven business. Let’s build it—together.

We actively address best practices and industry changes in the legal industry and turn them into opportunities for actionable automated or digital systems to help you grow your estate planning firm.

Tailored Support & Training For Our Members

Our Teach, Show, Do, Go™ strategy ensures you and your team receive the training and support needed to excel. We offer live, virtual, and digital training sessions to equip you with legal strategies, marketing tactics, and operational efficiencies. We go beyond coaching and lead generation by offering in-depth education on managing and measuring business performance. Our tools such as the revenue forecaster, KPI scorecards and business reports, are designed to help you understand your business goals and enhance every aspect of your practice to ensure you reach or exceed those revenue goals.

LWP Proven Path to Success:

1. Assessment: We start by understanding your current practices, identifying areas for improvement, and setting clear benchmarks.

2. Strategy: Together, we’ll develop a tailored business focused strategy to enhance your operations, marketing, & professional development.

3. Performance: Engage in regular growth calls and ongoing development to keep you and your firm on the path to success.

4. Community: Connect with a network of like-minded professionals through our ListServ, exclusive webinars, and the The Annual Practice Enhancement Retreat (TAPER). (Generous knowledge sharing)

5. Accountability: Get the necessary support with 1:1 and group sessions, real-time tracking of your progress, and actionable tips to keep you on track to take your business into a highly profitable level.

To get started, you may book a law firm assessment using this link. 

Estate planning is no longer a one-size-fits-all service. Clients today expect solutions that are as dynamic as their lives—and as protective as their legacy demands. That’s why the iPug® Protection Trust, offered exclusively through Lawyers With Purpose (LWP), should be in every estate planning attorney’s toolkit.

This isn’t just another trust. The iPug® is a flexible, client-centered, and protection-rich tool that solves the two most common client concerns in estate planning: How do I protect my assets without giving up control? And, How do I plan for long-term care without losing everything I’ve built?

Here’s why estate planning attorneys should not only understand the iPug® Trust — but actively offer it.

1. It Solves the Control vs. Protection Dilemma

Traditional irrevocable trusts require clients to hand over the reins. But that’s not what most clients want, especially business owners, real estate investors, or parents with blended families.

Since 2001, the iPug® Trust has broken the traditional planning mold by:

• Utilizing much simpler individual state common law than the complicated laws associated with the few states that offer specific Domestic Asset Protection Statutes
• Allowing the client to serve as their own trustee
  
• Letting clients control investments and distributions
  
• Permitting modification of beneficiaries and other key trust terms
  
• Delivering asset protection from creditors, lawsuits, and long-term care costs
  

Bottom line: Clients don’t have to choose between control and protection, they can have both, and have been getting it successfully since 2001.

2. It Meets a Growing Demand for Long-Term Care Planning

With nursing home costs skyrocketing and Medicaid eligibility rules tightening, your clients need proactive strategies to protect their assets before they face a care crisis.

The iPug® Trust:

• Starts the Medicaid look-back clock at funding
  
• Shields assets while complying with Medicaid transfer rules
  
• Enables clients to qualify for care while preserving wealth for the needs they may incur that Medicaid does not pay and to provide a legacy to their family
  

Offering the iPug® Trust means you’re helping clients prepare for the real financial risks of aging, without last-minute stress.

3. It’s Built for Flexibility and Customization

No two families are alike, and no estate plan should be, either. The iPug® Trust was designed for customization at every level, including:

• Income-only, control-only, or hybrid structures (MIT™, FIT®, KIT®)
  
• Spousal access and second marriage protections
  
• Post-death IRA sub-trusts
  
• Business interest shielding and high-risk asset separation
  
• Extended protection for multiple generations
  

Through LWP’s STEPS™ software, attorneys can create a tailored iPug® Trust in a fraction of the time of traditional drafting, all while delivering a more personalized client experience.

4. It’s a Market Differentiator for Your Practice

Many attorneys offer boilerplate living trusts or basic irrevocable strategies. Few offer a proprietary solution like iPug® that’s:

• Legally sound
  
• Medicaid-conscious
  
• Tax-efficient
  
• Fully customizable
  
• Client-controlled

By offering iPug®, you position yourself as a forward-thinking estate planner who delivers results, not just documents.

5. It Strengthens Lifetime and Legacy Planning

The iPug® Trust isn’t just about protecting today; it’s about securing tomorrow. With the ability to:

• Protect assets for special needs beneficiaries
  
• Prevent inheritance loss due to divorce or lawsuits
  
• Create multi-generational protection and control
  
• Preserve vacation homes and family businesses 
• You’re helping clients pass on more than wealth—you’re helping them pass on security and intention.

It’s Time to Add iPug® to Your Offerings

The iPug® Protection Trust represents a smarter, more client-centered approach to estate planning. It gives clients what they want, control, protection, flexibility—while giving you, the attorney, a tool that’s legally robust, easy to draft, and deeply valuable.

If you’re an estate planning attorney looking to offer more than “just a trust,” it’s time to integrate the iPug® into your practice. With LWP’s tools and training, you’ll be able to deliver customized solutions that grow your firm and protect your clients in ways traditional planning simply can’t.

Ready to learn more about offering the iPug® Trust?
Book a demo of LWP’s STEPS™ software or attend a live training session to see how this powerful trust fits seamlessly into your process.

When it comes to estate planning, clients want three things: protection, control, and flexibility. But traditional irrevocable trusts often ask them to sacrifice one or more of those. That’s where the iPug® Protection Trust changes the game, for both clients and attorneys.