Medicaid Planning Revenue Practice Management

Medicaid Planning as a Growth Engine: How Estate Firms Unlock Predictable Revenue & Client Loyalty

October 13, 2025

by Saima Omar Medicaid Uncategorized

For many estate planning practices, Medicaid planning is seen as a “nice to have” add-on. But the firms that treat it as a core revenue stream are the ones that outperform their peers. By positioning Medicaid planning (and integrated trust strategies like iPug®) as a standard service line, your firm can capture more cases, generate recurring fees, and deepen client retention.

In this post, we’ll dig into hard numbers, operational levers, and a roadmap for turning Medicaid planning into a growth engine for your practice.

The market is enormous — and growing

In 2022, the U.S. spent over $415 billion on long-term services and supports (LTSS). Medicaid covered more than 61% of that total. KFF
Long-term care costs continue to soar: between 2023 and 2024, the median cost of a private nursing home room rose ~9%, assisted living rose ~10%, and in-home care also increased. Berger Estate & Elder Law P.A.
The global elder law / senior-services legal market is projected to double from ~USD 3.6 billion in 2023 to ~USD 7.2 billion by 2033. DataHorizzon Research
Many clients mistakenly believe Medicare will cover long-term care. In reality, Medicare’s coverage is limited — placing Medicaid, private pay, and planning at the center of the need. KFF

These numbers indicate a huge demand for Medicaid planning — and a wide gap between that demand and the number of firms offering that service (especially in more sophisticated, compliant ways).

The revenue potential: unit economics and lifetime value

To make the business case clear, let’s break down typical revenue per Medicaid planning client and how recurring fees emerge.

Upfront / project fees

Depending on complexity, Medicaid planning engagements can command fees ranging from $3,000 to $15,000+, especially in cases involving:

Married couples with multiple asset classes
Trust structuring (iPug®, irrevocable trusts)
Medicaid-compliant annuities, promissory notes, QITs (Qualified Income Trusts)
Look-back period “repairing” or restructuring older gifts or transfers

(Elder law / Medicaid planning sources often cite those ranges) medicaidplanningassistance.org

So if your firm closes 10 Medicaid planning cases per year at an average of $6,000, that’s $60,000 of new revenue from that service line alone.

Recurring / maintenance revenue

Beyond the project itself, there’s ongoing value:

Annual Medicaid recertification and eligibility reviews
Trust / asset management and updates over time
Updates due to law changes, regulatory shifts, and state-specific rule revisions
Additional related planning (e.g., estate, incapacity, elder care litigation)

Thus, a single client might produce fees year after year — not just a one-time engagement. That shifts your business from one-off transactions to lifetime client relationships.

Scaling effects & margin improvement

Because Medicaid planning relies heavily on systems and processes (calculations, document generation, workflows), the marginal time per additional case drops over time. As the team becomes proficient and uses integrated tools (like STEPS™), your effective hourly rate rises.

Firms that build a pipeline of Medicaid cases often see their profit margins jump 15–25% (versus pure estate planning) because there is less “new legal research” and more trust in repeatable workflows.

Operational advantages: integration, automation, control

Adding Medicaid planning doesn’t have to mean chaos. The firms that succeed do so by embedding it into their systems and technology stack.

1. CRM & client journey integration

Track each client’s timeline (e.g. projection of when they’ll cross state eligibility thresholds, trust funding deadlines, look-back windows)
Automate reminders for reviews, follow-ups, or documentation updates
Monitor where each client is in the Medicaid plan / trust funding lifecycle

This turns Medicaid planning from a “siloed project” into part of a unified client lifecycle.

2. Automated calculation engine

Using software like STEPS™ (or equivalent), you eliminate reliance on manual spreadsheets or ad hoc calculators. Your attorney or staff simply input client data, and the system generates:

Eligibility projections
Penalty period / look-back assessments
Asset protection scenarios
Document drafts ready for review

This reduces error, speeds up delivery, and ensures consistency.

3. Document automation and templates

Trust documents, promissory notes, caregiver agreements, QITs, and ancillary documents are generated automatically, with state-specific logic layered in. That means less drafting, fewer custom one-off adjustments, and faster turnarounds.

4. Training, protocols & playbooks

Firms that scale Medicaid planning build standard operating procedures: checklists for intake, risk review, quality control, client education materials, and internal staff workflows. This consistency reduces bottlenecks and ensures smooth handoffs.

Risk mitigation & ethical compliance

Adding Medicaid planning brings regulatory and ethical responsibilities, but good systems mitigate many of those risks:

Built-in compliance checks (look-back analysis, disallowed transfers)
Audit trails and versioning of calculations and documents
Legal updates and rule changes pushed via the software so you never rely on stale rules
Client consent protocols and disclosures baked into templates
Staff training on jurisdictional differences

Firms that do Medicaid planning well treat compliance as a selling point: “We use tools that safeguard against audit risk and adhere to each state’s statute.”

A pragmatic rollout strategy

Here’s a suggested phased roadmap to adding Medicaid planning:

Phase	Focus	Key Actions
Pilot / Proof-of-Concept	Select a handful of trusted clients or pro bono cases	Use STEPS ™ internally, test workflows & document generation
Core Offering	Market the service to existing clients	Bundle Medicaid planning as an add-on or “upgrade” in your estate plan packages
Scale & Train	Bring staff or junior attorneys into the process	Establish SOPs, automation, delegation, QC checkpoints
Referral Network	Build referral sources	Align with CPAs, geriatric care managers, financial planners
Metrics & Feedback Loop	Monitor KPIs	Track # of leads, close rates, average fee, recurring revenue, client satisfaction, error rates

Turning Client Need into Firm Growth

As long-term care costs continue to rise, clients are desperate for guidance, and they’re willing to pay for trusted legal expertise that protects what they’ve built. For estate planning firms, that creates both an obligation and an opportunity.

Medicaid planning isn’t just about helping clients qualify for care, it’s about positioning your firm as the go-to advisor for life’s most financially critical transitions. By integrating proven tools like LWP’s STEPS™ software and automated trust drafting systems into your workflow, you eliminate the guesswork, save time, and generate a measurable lift in both efficiency and profitability.

Every Medicaid case you handle builds recurring revenue through annual reviews, refilings, and trust maintenance, while deepening your client relationships and referral base. And with the aging population accelerating, firms that establish a systematized Medicaid offering today will be those best positioned for sustainable, predictable growth tomorrow.

The choice is simple: keep competing in a crowded estate planning market—or stand apart as the firm that helps families protect assets, qualify for care, and plan with confidence.

👉 Explore how Lawyers With Purpose can help you integrate Medicaid planning, automation, and business growth strategies into your practice. Schedule a discovery call today or email info@lawyerswithpurpose.com to learn more.

Estate Planning Software: The Complete Guide for Attorneys (Updated 2025)

September 16, 2025

by Saima Omar Estate Planning Drafting Software

The practice of estate planning has always been about precision, strategy, and trust. But in today’s legal world, precision alone isn’t enough. Clients expect faster results, flawless documentation, and a seamless experience. Attorneys, meanwhile, are balancing complex laws, competitive pressures, and the daily grind of running a business. That’s where estate planning software comes in. Law firms are allocating more and more budget to digital tools. It has been said, “Year-over-year (YOY) investment in technology at law firms regularly outpaces inflation, e.g. 7.6 % YOY tech investment growth in 2024.” (Source)
In this comprehensive guide, we’ll cover everything estate planning attorneys need to know about modern drafting and workflow solutions. We’ll explore what estate planning software is, why it’s become essential in 2025, what features to look for, how it impacts ROI, and how leading solutions like LWP’s STEPS™ compare.

This is your one-stop resource to understand how technology is reshaping estate planning practices—and how your firm can benefit.

What Is Estate Planning Software?

Estate planning software is a technology platform designed specifically to streamline the drafting, management, and delivery of estate planning documents and workflows. Unlike generic legal drafting tools, estate planning software focuses on the unique needs of estate planners—covering wills, trusts, healthcare directives, Medicaid qualification, asset protection, probate, and more.

Instead of manually drafting documents or relying on a patchwork of systems, attorneys can use estate planning software to:

Enter client information once and have it populate across multiple documents.
Generate compliant wills, trusts, and directives faster and with fewer errors.
Model different planning scenarios (e.g., Medicaid eligibility or asset transfers).
Track workflows from client intake to case close.
Measure firm performance using built-in reports and dashboards.

Think of it as the operating system for your estate planning practice—a central hub that connects drafting, compliance, client experience, and business management.

Rising Adoption: How Many Law Firms Are Moving Toward Estate Planning Software?

While there’s limited public data specifically for estate planning software, multiple surveys and industry reports clearly show a growing trend of law firms adopting legal tech—cloud tools, AI, practice management software—and that trend strongly supports the shift toward specialized drafting solutions for estate planning.

Here are some revealing stats you can use as evidence:

Key Numbers & Trends On Technology Adoption in Estate Planning

73% of law firms use cloud-based legal tools
According to the ABA’s 2025 Legal Technology Survey, 73% of firms now use cloud-based tools, with document management and practice management software among the highest adoption areas. American Bar Association
Implication: If most firms are comfortable working on the cloud, they’re primed to adopt cloud-based drafting software too.
Estate planning / family law firms lean heavier into software use
In a survey by Smokeball, business, estate planning, and family law firms spent more time in software than many other practice areas. About 30% of those practitioners reported spending 75% or more of their day using technology. LawSites
Implication: Estate planning attorneys are already among the heavier users of software in the legal profession.
AI adoption in law is accelerating fast
The ABA’s 2024 Legal Technology Survey shows that 30% of firms were using AI tools (up from around 11% the previous year) for various legal tasks. msba.org
A LawNext summary of the survey reports that AI adoption nearly tripled year-over-year—from 11% of firms in 2023 to 30% in 2024. LawSites
Implication: The legal profession is increasingly comfortable with automation. That paves the way for more specialized software, including drafting tools for estate planning.
Legal operations and tech functions are growing
In the 2024 Legal Ops & Tech Survey (Bloomberg Law), 57% of law firms reported having a full-time legal operations function. BBHub Assets
Also, security and data concerns are still among the main barriers cited when adopting technology. BBHub Assets
Implication: More firms are building the structural capacity (ops teams, IT, data management) to absorb advanced software like estate planning drafting platforms.
Estate planning software market is expanding
Market forecasts show cloud-based platforms driving the estate planning software market forward. North America is projected to hold ~45% of the global share by mid-2026. Verified Market Reports
Implication: The demand for software specifically built for estate planning is growing in tandem with legal tech adoption generally.
Virtual client preferences support digital adoption
In a recent Clio report, 70% of clients said they prefer working virtually with attorneys. Clio
Implication: If clients expect remote, digital engagement, estate planning attorneys must match that with software that supports modern, remote workflows.

What It All Means for Estate Planning Attorneys

The legal world is increasingly tech-enabled. The shift isn’t being resisted—it’s happening, and fast.
Estate planning attorneys are in a strong position to adopt specialized drafting software because many firms already use cloud tools and AI in adjacent areas.
The market for estate planning software is growing, meaning more investment, more innovation, and more competition.
Client expectations and firm operations are aligning toward digital-first tools—delay means falling behind.

Why Estate Planning Attorneys Need Software in 2025

The legal industry is evolving quickly, and estate planning attorneys are feeling the shift. Here are three key reasons why software isn’t just “nice to have”, it’s non-negotiable.

1. Client Expectations Have Changed

Today’s clients live in a digital-first world. They shop online, manage finances from their phones, and expect instant updates. When they hire an estate planning attorney, they don’t want stacks of paper and long delays. They want speed, accuracy, and transparency.

The ABA’s 2025 Legal Industry Report: 31 % of legal professionals now use generative AI personally, and 54 % use AI for drafting tasks. 61 % of firms report that AI has “somewhat increased efficiency
Estate planning software enables attorneys to meet these expectations by providing:

Faster turnaround times.
Clearer documentation.
A smoother, more modern client experience.

2. Compliance Is Complex

Medicaid rules, tax laws, and trust regulations are constantly changing. Manual drafting leaves too much room for error—and errors in estate planning can be catastrophic.

Software that automatically updates templates and calculations ensures attorneys stay compliant without having to monitor every legislative update themselves.

3. Running a Firm Requires Efficiency

Most estate planning attorneys didn’t go to law school to become administrators. Yet many spend more time on repetitive tasks than on client strategy. Estate planning software helps firms do more with less—reducing administrative burden while increasing capacity for revenue-generating work.

👉 Related reading: [How Estate Planning Workflows Streamline Your Firm]

Why Estate Planning Attorneys Rely on Estate Planning Drafting Software

Estate planning is one of the most document-heavy areas of law. From wills and trusts to Medicaid qualification and healthcare directives, each plan requires a tailored set of documents that must be precise, compliant, and client-specific. For attorneys, relying solely on manual drafting is no longer practical—or profitable. This is where estate planning drafting software comes in.

1. Accuracy and Compliance

Errors in estate planning documents can have serious consequences: rejected filings, client disputes, or even malpractice claims. Drafting software reduces this risk by automating calculations, applying the latest state and federal rules, and ensuring every clause is up to date. Instead of spending hours double-checking details, attorneys can draft with confidence knowing compliance safeguards are built into the system.

2. Time Savings and Efficiency

Manual drafting requires entering the same client information across multiple forms, which is both tedious and error-prone. Estate planning drafting software uses single-entry systems that populate client data across all documents instantly. What once took hours can now take minutes, freeing up time for attorneys to focus on strategy, client counseling, and revenue-generating activities.

3. Client-Centered Service

Today’s clients expect efficiency, clarity, and professionalism. With drafting software, attorneys can quickly model “what-if” scenarios, demonstrate how different trust structures or Medicaid strategies will impact a client’s financial future, and produce polished, accurate documents on the spot. This creates a smoother client experience and builds trust in the attorney’s expertise.

4. Scalability for Growing Firms

For solo practitioners and small firms, scaling often means hiring more staff. But with the right drafting software, attorneys can handle a higher caseload without increasing headcount. Automated workflows allow paraprofessionals or support staff to manage drafting tasks while attorneys oversee and approve final documents. This scalability translates directly into higher profitability and growth potential.

5. Competitive Advantage

Estate planning is becoming increasingly competitive, with firms adopting technology to improve turnaround time and reduce costs. Attorneys who fail to adopt drafting software risk being perceived as outdated, while tech-enabled firms can market themselves as modern, efficient, and client-friendly. Having the best estate planning software isn’t just a productivity tool—it’s a business differentiator.

Key Features to Look for in Estate Planning Software

Not all estate planning software is created equal. To separate the best from the rest, here are the must-have features attorneys should evaluate.

1. Single-Entry System

Enter client data once and watch it populate across all relevant documents—wills, trusts, POAs, Medicaid applications. This eliminates duplication, reduces errors, and saves hours of manual entry.

2. Comprehensive Document Library

The best estate planning software offers ready-to-use, customizable templates that cover the full range of estate planning needs:

Wills
Revocable & irrevocable trusts
Healthcare directives
Powers of attorney
Asset protection trusts
Medicaid qualification documents

3. Medicaid and Asset Protection Tools

Estate planning often overlaps with elder law. Software should include tools for Medicaid eligibility calculations, asset transfer modeling, and crisis planning. Proprietary tools like LWP’s iPug® Trust go even further by offering flexible, client-centered asset protection strategies.

4. Cloud-Based Access and Security

Modern law firms need the flexibility to work anywhere. Cloud-based software ensures attorneys can securely access files and draft documents from any location, while meeting compliance standards.

5. Workflow Automation

Beyond drafting, look for software that automates workflows—moving a client from intake to signing to funding without bottlenecks. This improves internal efficiency and provides clients with a smoother experience.

6. Reporting and Dashboards

You can’t run a business without data. Software that includes revenue tracking, KPI dashboards, and performance scorecards empowers attorneys to lead their firms like CEOs.

The ROI of Estate Planning Software

Attorneys often ask: Is estate planning software worth the investment? The short answer: absolutely.

Here’s why.

1. Time Saved = More Billable Hours

If you’re currently drafting documents manually, you know how long it takes. By automating repetitive work, software frees up hours that can be redirected toward revenue-generating activities—consultations, marketing, or higher-level planning.

2. Reduced Errors = Reduced Liability

Mistakes in estate planning can cost clients (and your reputation) dearly. Automation reduces human error, ensuring compliance and minimizing costly revisions.

3. Increased Capacity = More Clients Served

By streamlining workflows, your firm can serve more clients without hiring additional staff. This is how solo and small firms scale profitably.

4. Better Client Experience = More Referrals

Clients who feel taken care of become your biggest advocates. Faster service and clearer documents lead to higher satisfaction—and more referrals.

👉 Related reading: [The ROI of Estate Planning Software: How Attorneys Boost Efficiency and Revenue]

Case Study: How One Firm Grew from $120K to $170K Per Month

A solo estate planning attorney was stuck in a cycle of long hours and slow growth. After implementing STEPS™ estate planning software, they saw dramatic results:

Problem: Attorney spent 90% of time on document drafting, leaving little room for marketing or consultations.
Solution: STEPS™ automated document generation and freed up the attorney’s schedule.
Result: Within 8 months, the firm grew from $120,000 to $170,000 in monthly revenue—without adding staff.

This case study illustrates a powerful truth: when attorneys act like CEOs and leverage technology, growth follows.

How LWP’s STEPS™ Software Compares

When evaluating estate planning software, you’ll find plenty of options. But not all are built specifically for estate planning attorneys. Here’s how LWP’s STEPS™ stands out.

1. Purpose-Built for Estate Planning

Unlike generic legal drafting tools, STEPS™ was designed by estate planning attorneys, for estate planning attorneys. It includes industry-exclusive trusts, Medicaid qualification tools, and customizable templates.

2. Comprehensive Workflow Coverage

From intake to case closed, STEPS™ eliminates duplication, automates workflows, and ensures every step of the process is compliant and efficient.

3. iPug® Trust Integration

The iPug® Asset Protection Trust is exclusive to LWP. Unlike traditional irrevocable trusts, iPug® allows clients to retain control while protecting assets—something no other software offers.

4. Business Intelligence Tools

Beyond drafting, STEPS™ provides revenue reports, KPI dashboards, and scorecards to help attorneys track performance and lead their firms strategically.

5. Community and Support

LWP doesn’t just offer software. Attorneys also gain access to a community of 800+ peers, coaching programs, and continuous training—ensuring they know how to get the most out of the platform.

👉 Related reading: [Estate Planning Software FAQs: What Attorneys Ask Before They Buy]

Frequently Asked Questions About Estate Planning Software

What types of documents can estate planning software generate?

Most estate planning software can draft wills, trusts, POAs, and healthcare directives. Advanced solutions like STEPS™ also handle Medicaid qualification, asset protection trusts, and ancillary documents.

Is estate planning software secure?

Yes, leading platforms are cloud-based with advanced encryption and compliance standards. Always check that your provider follows industry best practices for data protection.

How much does estate planning software cost?

Costs vary depending on features and firm size. Some charge monthly subscriptions, while others charge per document. LWP’s STEPS™ includes not just software, but also coaching, training, and community access.

Do I need training to use estate planning software?

While most platforms are designed to be intuitive, training ensures your team adopts the software effectively. LWP provides implementation support and ongoing education to maximize ROI.

Can estate planning software help me grow my firm?

Absolutely. By saving time, reducing errors, and improving client experience, software enables you to serve more clients profitably. Case studies show dramatic growth for attorneys who adopt tools like STEPS™.

The Future of Estate Planning Software

As we move further into 2025, estate planning software will only become more sophisticated. Expect to see:

AI-driven drafting that learns from past cases.
Deeper integrations with CRMs, billing systems, and client portals.
More client-facing features like online intake forms and self-service updates.

Attorneys who adopt early will position themselves as leaders in their market—while those who resist risk falling behind competitors who deliver faster, smarter, and more client-centered service.

👉 Related reading: [The Future of Estate Planning Software: AI, Automation, and Attorney Adaptation]

Conclusion: Taking the First Step Toward a Smarter Practice

Estate planning software is no longer optional—it’s the foundation of a modern, profitable practice. By investing in the right platform, attorneys can save time, reduce risk, serve more clients, and build firms that thrive in 2025 and beyond.

LWP’s STEPS™ isn’t just software. It’s a complete operating system for estate planning attorneys—combining drafting tools, Medicaid planning, asset protection, workflows, business intelligence, and community support.

If you’re ready to stop running your practice on outdated systems and start leading your firm like a business, it’s time to explore STEPS™.

Book a Demo of STEPS™ Estate Planning Software

Estate Planning Software: Why Attorneys Must Think Beyond Documents

September 2, 2025

by Saima Omar Estate Planning Drafting Software

Estate planning has always been about more than documents created using Estate Planning Software. Clients don’t just want a will or a trust—they want peace of mind. They want clarity. They want to know that their attorney understands not just the law, but the strategy behind protecting what matters most.

But here’s the truth many estate planning attorneys face: even with the best intentions, they’re drowning in manual work. Drafting, re-drafting, tracking Medicaid rules, building spreadsheets, chasing signatures, managing staff workflows—the business side of law eats into the very expertise clients are paying for.

That’s where estate planning software LWP STEP comes in. And if you’re thinking about it only as a “drafting tool,” you’re leaving growth on the table.

Why Estate Planning Attorneys Struggle Without Software

The practice of estate planning is becoming more complex every year. Consider:

Medicaid and VA rules change constantly. Attorneys who rely on manual research risk mistakes that cost clients eligibility.
Estate tax thresholds are shifting. (In 2026, the federal exemption is expected to drop by half, exposing more families to estate taxes source).
Client expectations have evolved. Today’s clients demand speed, customization, and transparency. They won’t tolerate outdated processes.

Attorneys trying to manage all of this without integrated software often end up in “survival mode”—reactive, overworked, and unable to scale.

What Estate Planning Software Should Really Do

A lot of platforms promise efficiency, but true estate planning software should be more than a document generator. For business-minded attorneys, it needs to:

Automate the Complex
Medicaid eligibility calculations, asset protection scenarios, tax exposure forecasts—these are high-stakes calculations that should never rely on sticky notes or spreadsheets.
Systemize Your Practice
Every part of the client journey (from intake to probate) should follow proven workflows. When your team can follow a consistent process, you reduce errors and free yourself from micromanaging.
Track Business Metrics
Revenue, close rates, team productivity—your software should give you dashboards that show not just what you did this week, but what it means for your growth goals.
Support Innovation
The legal landscape changes fast. If your software doesn’t evolve with it, you’re already behind.

The LWP Approach: STEPS™ as a Business Operating System

At Lawyers With Purpose (LWP), we designed STEPS™ software to solve the problems attorneys actually face—not just drafting.

With STEPS™, estate planning attorneys can:

Draft industry-exclusive trusts and wills with single-interview templates.
Use iPug® Asset Protection Trusts to give clients protection and control—without the rigidity of traditional irrevocable trusts.
Automate Medicaid and VA eligibility calculations, staying ahead of regulatory shifts.
Follow workflows for probate, funding, trust administration, and crisis planning that keep the entire firm aligned.
Access real-time dashboards to measure revenue, team efficiency, and pipeline health.

This isn’t just estate planning software—it’s a complete operating system for running a profitable, purposeful practice.

The Business Case for Estate Planning Software

Think of software not just as a tool for drafting, but as an investment in firm growth. Here’s what our members consistently see:

40% reduction in prep time for Medicaid and trust planning.
More time freed up for Vision Meetings and marketing—the activities that actually generate revenue.
Happier clients who get faster answers, clearer scenarios, and more confidence in your services.
A stronger pipeline because your systems ensure no lead falls through the cracks.

One solo attorney using STEPS™ shared that automation allowed them to cut drafting time nearly in half, which directly translated into $50,000 more in annual revenue, without adding new staff.

Why Business-Minded Attorneys Will Win the Future

Estate planning is no longer a one-size-fits-all service. Attorneys who treat it that way will fall behind.

Clients want attorneys who:

Offer proactive strategies for tax law changes.
Help them plan for rising long-term care costs.
Deliver efficient, customized solutions with clarity.

With the right estate planning software, you’re not just keeping up—you’re leading. And in a market where clients are comparing attorneys online, that’s a competitive edge you can’t ignore.

Next Steps: Build an Estate Planning Practice That Runs Like a Business

If you’re an estate planning attorney ready to stop juggling roles and start running your firm like a CEO, it’s time to rethink how you use technology.

👉 Explore LWP’s STEPS™ software and offerings
👉 Learn from peers at upcoming LWP events
👉 Read more on our blog

Don’t just draft documents. Build a practice that grows, adapts, and thrives, powered by estate planning software designed for the business of law.

How to Set Realistic Revenue Goals for Your Estate Planning Practice And Actually Reach Them

August 29, 2025

by Saima Omar Uncategorized

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.

How to Automate Your Estate Planning Law Firm with FLOWS™ Workflow Systems

June 26, 2025

by Saima Omar Uncategorized

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]

Cloud-based Estate Planning Software For Law Firms

Why Lawyers With Purpose Is the Missing Piece in Your Law Firm’s Success

June 19, 2025

by Saima Omar Uncategorized

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.

What Our Members Say About Lawyers With Purpose

June 18, 2025

by Saima Omar Uncategorized

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.

Why Estate Planning Attorneys Should Include iPug® Trusts as an Offering to Clients

June 18, 2025

by Saima Omar Uncategorized

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.

Your Website Is Just the Beginning: Why Ongoing Marketing Matters for Estate Planning Attorneys

June 11, 2025

by Saima Omar Uncategorized

In estate planning, your clients aren’t just hiring you for your legal knowledge. They’re placing their trust, and their legacy, in your hands.

But long before they ever sit across from you in a conference room or show up on a Zoom call, they meet you online. Your website is their first glimpse into who you are, what you offer, and whether you’re the right attorney to guide them.

And yet, a website is not enough.

A beautiful, well-written site will help, but if it just sits there without a marketing strategy to support it, you’re leaving opportunity on the table.

In this post, we’ll explore:

Why a high-quality, current website is essential for estate planning attorneys
How failing to maintain your website can quietly harm your practice
Why marketing can’t be an afterthought anymore
How Lawyers With Purpose supports firms with tools, strategy, and systems designed to turn websites into revenue

Whether you’re a solo practitioner or running a multi-attorney firm, your digital presence plays a critical role in your growth—and it’s time to make sure it’s working for you.

The Website Is the New Waiting Room

Most clients begin their estate planning journey online. They might search for “estate planning attorney near me” or “do I need a will or a trust?” and if your firm doesn’t show up at that moment, you’re already out of the running.

Your website functions as:

A digital handshake
A 24/7 receptionist
A hub for information, education, and conversion

But more importantly, it sets the tone. If your site is outdated, confusing, or slow to load, it signals that your firm may be behind the curve.

On the other hand, a professional website with clear messaging, intuitive navigation, and valuable content helps potential clients feel confident before they even reach out.

But the Website Alone Doesn’t Drive Growth

Let’s be clear: even the best-designed website won’t generate leads if no one sees it.

Too often, estate planning attorneys fall into the trap of treating their site like a one-time project. They launch it, maybe post a few blogs, and hope it attracts traffic. But a website without an ongoing marketing strategy is like a car with no fuel.

To drive growth, your site needs support from a consistent marketing system that:

Attracts new visitors through search and content
Captures leads with compelling calls to action
Nurtures relationships with email follow-up
Converts qualified prospects into paying clients

And that system doesn’t have to be complicated. But it does have to be intentional.

The Risks of Letting Your Website Sit Idle

Failing to maintain or update your website can lead to several business challenges that go unnoticed until it’s too late:

1. Outdated content signals neglect.
If your blog posts are from 2019, your readers may wonder whether you’re keeping up with legal trends or even actively practicing.

2. SEO performance declines.
Search engines reward fresh, relevant content. Without regular updates and optimization, your site will gradually fall in rankings.

3. Missed client expectations.
If your site doesn’t clearly outline your services, pricing model, or approach, you risk attracting the wrong leads—or losing the right ones.

4. Missed conversion opportunities.
Broken links, slow loading times, or confusing layouts can frustrate visitors and cause them to leave before contacting you.

In short, your website is a living part of your business. And like any living thing, it requires regular care.

Marketing Is Not Optional Anymore

In the past, estate planning practices could grow on referrals alone. But today’s legal consumers are more digital, more skeptical, and more selective than ever.

Your competitors aren’t waiting around. Many are investing in social media, blogging, email marketing, webinars, and targeted ads to reach the exact same clients you’re trying to attract.

To stay competitive, you need:

A professional brand image across all channels
A pipeline of educational content that positions you as the trusted authority
A lead generation and follow-up system that works while you’re in client meetings
Performance tracking tools to know what’s working—and what’s not

That’s where the Lawyers With Purpose Marketing Membership comes in.

How LWP Helps You Build a Marketing System That Works

At Lawyers With Purpose, we understand the unique challenges estate planning attorneys face when it comes to marketing. You’re busy managing client work, compliance, team training, and firm operations. Marketing often ends up last on the list.

That’s why we created a dedicated Marketing Membership to make marketing more accessible, more effective, and more aligned with your firm’s long-term goals.

This membership can be added to any LWP plan, or accessed through our Growth and Robust membership levels and gives you access to both foundational and advanced marketing tools.

Let’s look at what’s included.

The Do-It-Yourself Marketing Toolkit

For attorneys ready to take control of their marketing without starting from scratch, the DIY Toolkit includes:

Website Lead Generation Booster Packages
Pre-written content and strategies focused on estate planning, elder law, and probate to help you attract more leads directly from your site.
Monthly Newsletters
Keep in touch with your audience and stay top of mind with customizable, client-friendly newsletters.
Professional Brochures
A full library of printable and digital brochures that communicate your services clearly and credibly.
Blog Library
Dozens of pre-written blog posts that you can use as-is or personalize to your voice and region—saving hours of content creation time.
Workshop Email Follow-Up Series
Turn workshop attendees into clients with a complete series of follow-up emails designed to educate and drive action.

These resources help eliminate guesswork and ensure your messaging stays consistent, professional, and client-centered.

Strategic Marketing Services (Done-With-You and Done-For-You)

Depending on your membership level, LWP also offers access to a suite of personalized services:

Marketing Strategy and Consulting
Work directly with legal marketing experts to create a step-by-step plan tailored to your firm’s goals and budget.
Branding and Image Development
Position your firm visually and verbally to stand out from competitors in your local market.
Workshop Marketing Support
Get help promoting live or virtual events to maximize attendance and ROI.
Mass Media and PR Guidance
From local news outreach to advertorials, we’ll help you find new exposure opportunities.
Email, Blog, and Social Media Services
Options for assistance or outsourcing, depending on your firm’s capacity.
Digital Advertising and Lead Generation
Get expert help with campaigns that drive targeted traffic to your site and convert that traffic into leads.

This full-spectrum support is especially powerful when paired with your existing website and intake process—bringing your online presence to life with fresh content and real-world results.

Relationship Management System (RMS)

Websites and marketing bring in new leads, but referrals are still one of the most powerful (and profitable) sources of clients.

Unfortunately, most attorneys struggle to create and maintain strong relationships with allied professionals. That’s where LWP’s proprietary Relationship Management System (RMS) changes the game.

RMS gives you a proven, repeatable framework for:

Identifying the right referral partners
Structuring conversations to demonstrate value and build trust
Tracking referrals and analyzing results
Measuring the health and ROI of each professional relationship

It’s a system that works quietly in the background to build consistent referral pipelines—one of the smartest ways to grow your practice without increasing ad spend.

The Investment That Pays for Itself

The LWP Marketing Membership is available for just $497/month—and it’s structured to help you see results that far exceed that investment.

Included in this monthly fee:

Monthly strategy sessions with marketing experts
A customized roadmap aligned to your goals
KPI tracking and reporting tools
On-demand tools to support workshops, online campaigns, and more
A consistent stream of actionable guidance and proven content

If you’re part of the Growth or Robust LWP memberships, this marketing support is already included. That means you get both the legal tools and the marketing horsepower needed to grow and sustain a thriving estate planning practice.

Your Website Isn’t the Finish Line—It’s the Starting Line

You don’t need to be a marketing expert. You just need the right tools and guidance to make sure your website and digital strategy are working as hard as you are.

Your clients are online. They’re searching for answers. And they’re deciding—often in seconds—whether to trust you with their most personal, important life decisions.

Let your website show them who you are. Let your marketing bring them to your door.

And let Lawyers With Purpose give you the support you need to make it all work.

Ready to build a system that attracts, educates, and converts your ideal clients?

Reach out to the LWP team to learn more about the Marketing Membership and how it fits into your practice’s growth plan.

https://www.lawyerswithpurpose.com/join/

The iPug® Trust Guide for Attorneys: A Smarter Way to Protect Assets Without Giving Up Control

May 20, 2025

by Saima Omar Uncategorized

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.