Draft Faster, Earn More
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.
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!
- 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
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?
- 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
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.
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
