Running an estate planning law firm is supposed to be fulfilling. You get to help families protect their futures, build legacies, and find peace of mind. But for many attorneys, the reality looks very different:
- Endless administrative work that eats away your billable hours.
- A constant juggle between marketing, management, and client work.
- No clear systems to know if your firm is actually growing—or just treading water.
Sound familiar? You’re not alone. In fact, studies show that law firm bottlenecks cost firms significant revenue each year.
At Lawyers With Purpose (LWP), we see this every day. Attorneys come to us exhausted—not because they aren’t skilled at the law, but because they’re buried in the business of law without the tools to run it like a business.
The Hidden Pain Point: Being “Stuck in the Firm”
The biggest obstacle estate planning attorneys face isn’t competition. It isn’t client demand. It’s being stuck inside the firm.
You’re the attorney, but you’re also:
- The office manager
- The marketing director
- The bookkeeper
- The team leader
And the more roles you take on, the less time you have for the one thing that actually grows the firm: strategic leadership.
Without a way to step back and see the big picture, scaling becomes impossible.
Why Estate Planning Firms Hit Growth Ceilings
Even firms that set revenue goals often stall out. Here’s why:
- No Systems for Operations
Most firms rely on ad hoc processes—different team members do the same tasks in different ways. This creates errors, inefficiency, and wasted time. - Reactive Mode, Always
Instead of following a growth plan, attorneys react to fires. A client crisis. A missed deadline. An employee issue. There’s no rhythm—just chaos. - Blind Spots in Performance
Without clear dashboards and KPIs, attorneys don’t know if they’re on track until it’s too late. - Isolation
Most estate planning attorneys build their practices alone. Without a community to compare strategies, they repeat mistakes others have already solved.
The LWP Difference: A Complete Operating System
Here’s where LWP steps in. We’ve spent decades building what no law school ever taught you—a way to run your practice like a business.
1. STEPS™ Drafting Software + iPug® Tools
Draft trusts, wills, Medicaid plans, and VA documents with industry-exclusive templates and real-time updates.
👉 Learn more about STEPS™
2. Automated Workflows + KPI Tracking
From Medicaid applications to probate, every process is mapped and automated. Attorneys can finally see bottlenecks before they derail growth.
3. Business Reporting + Dashboards
Instantly track revenue, team productivity, and financial health. No more guessing—just clear numbers that tell you where you stand.
4. The Growth System
A proven 5-step roadmap (Assessment, Strategy, Performance, Community, Accountability) that turns guesswork into measurable progress.
Real-Life Innovation: Leading the Industry
LWP isn’t just catching up to trends—we set them. Our history of innovation includes:
- 1995 – iPug® Protection Trusts
- 2001 – Medicaid Practice System
- 2008 – Law Firm Operational Workflows
- 2013 – Cloud-Based Integrated Software + Drafting
- 2020 – Secure Act IRA Trust Solutions
When the law changes, we’re the first to adapt. When a new strategy works, we systemize it so every attorney in our community benefits.
Case in Point: When Chaos Meets Clarity
One estate planning firm came to LWP struggling with burnout and stalled growth. The attorney was spending 90% of their time on client fulfillment, leaving no bandwidth for marketing or leadership.
After implementing the LWP system:
- Workflows freed up the attorney’s time.
- The team took ownership of processes.
- The attorney shifted focus to Vision Meetings and strategy.
Within eight months, revenue grew from $120K to $170K per month—without adding new chaos.
Why Community Matters as Much as Systems
You don’t have to figure this out alone. Inside the LWP community, attorneys learn from peers who are 6 months, 12 months, or even 2 years ahead of them. Through events like Practice With Purpose and TAPER, members share what’s working and what’s not—so you don’t waste time reinventing the wheel.
Ready to Lead, Not Just Survive?
Scaling your estate planning practice doesn’t happen by accident. It takes:
- Systems to run the firm.
- Data to guide decisions.
- Community to hold you accountable.
At LWP, that’s exactly what we deliver.
👉 Book a Free Law Firm Assessment and let us show you how to step out of daily chaos and into purposeful growth.
Additional Resources
- LWP Offerings – Explore drafting software, Medicaid tools, and more
- Estate Planning Workflows: Boosting Efficiency and Client Experience (LWP Blog)
