Welcome to Your Legal Hour!
This week’s topic is The LWP Relationship Management System (RMS).
Questions about the materials presented? Contact us at info@lawyerswithpurpose.com
Supporting Materials from This Session
- 10 Key Focusers Filled Out (PDF)
- RMS Relationship Review Form (PDF)
- Completed Workshop Strategy Worksheet (PDF)
- RMS Chart (PDF)
- RMS My Ten Focuser (PDF)
Supporting Materials from Prior Sessions
- Your Legal Hour Overview
- Week 1 Materials
- Week 2 Materials
- Week 3 Materials
- Week 4 Materials
- Trust Summaries
- Week 5 – Case Study (PDF)
- Week 5 – Medicaid Overview (PowerPoint)
- Who Should Consider Medicaid Planning? Crisis vs. Pre-Planning
- Who Should Consider Medicaid Planning? Relevant Law vs. Plan Design
- Boost Your Closing Rate with the Vision Clarifier – Slides (PDF)
- Boost Your Closing Rate with the Vision Clarifier (Part 2) – Slides (PDF)
- Enhanced Trust Design Template (PDF)
