Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
WEBINAR:
Draft Faster, Earn More:
5 Productivity Principles Every Estate Planning Attorney Should Know
Discover the powerful efficiency shortcuts inside STEPS™, the drafting and workflow solution that cuts hours from your week, speeds up plan creation, and helps estate planning firms generate more revenue without adding more staff.
February 12, 2026
12:00pm - 1:00pm EST
Live Virtual Training on Zoom
Hosted by: Britt Shearin, Esq. Director of Legal Education & STEPS™Product Owner
Boost productivity and revenue without burning out your team
Every estate planning attorney says the same thing:
Every week, your office gets a version of this call:
- “Drafting takes too long.”
- “We retype the same information again and again.”
- “My team is overloaded.”
- “We need more hours in the day.”
- “We’re too busy to be this inefficient.”
The real issue isn’t your team. It isn’t your caseload. And it isn’t your clients.
It’s this:
👉 No one ever taught you the drafting approach that makes an estate planning practice truly efficient.
There’s a better way to run an estate planning practice… and most attorneys don’t know it exists.
We will reveal the 5 productivity hacks inside our STEPS™ (Strategic Trust and Estate Planning Software) that turn an overworked team into a smooth, predictable, streamlined practice. You need systems, predictable processes and we’ll show you how to work smarter, not harder!
🔥 Reserve Your Seat Now
See How STEPS™ Works For Estate Planning Practices to save hours every week!
STEPS™ gives you:
- Seamless integration across your client, drafting, and Medicaid workflows
- Unparalleled customization to match your firm’s needs
- Client-centered efficiency that reduces friction at every stage of the planning process
But even with all its power, the truth is simple:
If you’re not using the right features, you’re not getting the full benefit.
WHAT THIS WEBINAR TEACHES
We’re focusing on the five STEPS™ features that deliver immediate, measurable efficiency:
1. The biggest drafting mistakes that cost attorneys hours every week
(and how to fix them instantly)
2. The “single-entry principle” that eliminates repetitive data entry
Most firms don’t use this, and it costs them weeks of productivity every year.
3. How correct matter setup transforms your entire drafting process
Why do most bottlenecks begin before the plan even starts?
4. How to assemble plans faster, with fewer errors and less rework
And why the right approach cuts drafting time in half.
5. The one shift that turns your software into a productivity engine
Without learning every button or feature.
Want to scale your practice in 2026?
Then don’t miss this session!
Most firms only use 50% of STEPS™. But the firms that scale, the ones with predictable output, consistent drafting, and less team burnout, obsess over these five features.
When your team uses these tools correctly, you can:
- Save 3–8 hours per week
- Reduce drafting errors
- Increase accuracy in Medicaid planning
- Move cases faster
- Improve the client experience
- Reduce friction between meetings
This is the difference between “busy” and “profitable.” This is not a “how to click here, click there” training.
This is not about software mastery.
This is about the smarter mindset behind drafting efficiently: the awareness that the most productive estate planning attorneys use every day.
Once you understand that mindset, the software becomes the tool that accelerates your process, not the obstacle that slows you down.
What you’ll learn in 60 mins
By the end of this webinar, you’ll be able to:
- Build plans faster with auto-assembly
- Eliminate repetitive data entry
- Stop doing Medicaid math manually
- Give your team a cleaner, smoother workflow
- Make your practice noticeably more efficient, immediately
If you create estate plans in your daily work, this session will save you time.
Presenter
Britt Shearin, Esq.
Director of Legal Education & STEPS™ Product Owner
Britt teaches attorneys how to turn complex planning into predictable, systemized workflows using STEPS™. Her training helps firms draft faster, increase accuracy, and build an efficient practice with the right tools.
Stop spending so much time drafting
Learn the smarter approach the most productive firms use, starting now.
🔥 Reserve Your Seat Now
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