What is the greatest success you’ve had since joining LWP?
The greatest success I’ve had since joining LWP is having learned the philosophy of working on the law firm, instead of in it. In addition to having a juris doctor degree and legal expertise in estate planning, a private practice attorney must also know how to successfully run a business. Thanks to LWP, I now have business systems and processes to run such a practice and deliver quality services to our clients.
What is your favorite LWP tool?
My favorite tool is the weekly legal technical webinars, which are recorded and can be viewed at my leisure. I’m not always able to participate in live weekly sessions, so having access to national estate planning experts answering questions on complex areas such as Medicaid (Medi-Cal in California), and asset protection for business owners and families is an invaluable resource.
How has being part of LWP impacted your team and your practice?
Until recently, my team consisted of one attorney, two paralegals and one administrative assistant. By joining LWP we were able to utilize their models to develop various departments with functional job descriptions and duties. This helped team members become more accountable, which has led to greater accomplishments and a sense of pride. Everyone now knows that his or her contribution is important to the ultimate goal of running a successful law practice with lots of satisfied clients.
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