The Estate Planning Mistake 90% of Attorneys Are Still Making
How to Fill, Deliver, Track, and Convert a Flagship Webinar into Discovery Calls
Stop Referring Away Some of Your Most Valuable Cases.
Join Britt Stouffer, Esq. and the Lawyers With Purpose team for a live training that walks through the complete attorney workshop system used to attract families, book consultations, and grow your firm reliably and predictably.
You're Already Speaking to the Right Families.
The question is, are you having the right conversations?
Every week, estate planning attorneys sit across from clients who trust them with some of life’s biggest decisions. They draft wills, establish revocable trusts, answer questions about probate, and help families plan for the future.
Yet for many firms, that’s where the conversation ends.
Not because those attorneys lack expertise or compassion, but because the systems they’ve relied on for years were never designed to uncover the broader planning opportunities that many families genuinely need. Medicaid planning is referred elsewhere. Asset protection becomes someone else’s speciality. Clients leave believing they’ve received a comprehensive plan, while significant planning opportunities remain undiscovered.
Most firms never realize what’s walking out of the door.
Your Estate Planning Practice Is Not Missing Leads.
You’re Missing Opportunities
Every week, estate planning attorneys meet families who need more than a traditional revocable trust. Some have long-term care concerns. Others need asset protection. Many will eventually face a Medicaid crisis.
Yet countless firms continue delivering the same recommendations they have for years, referring complex planning elsewhere or simply never introducing it at all.
The result isn’t just lost revenue.
The problem is actually missed opportunities to better serve the families already sitting in front of you.
The Biggest Opportunity in Your Practice May Already Be Sitting Across the Table From You.
The attorneys seeing the greatest growth today aren’t necessarily meeting more people.
They’re serving the people they already have more completely. Rather than defaulting to a revocable trust, they’ve developed a framework that helps identify planning gaps, educate clients with confidence, and offer solutions many firms still assume are too complicated to bring in-house.
It changes the client experience. It changes the value delivered. And, naturally, it changes the economics of the practice.
But None of That Happens Without Education.
The most successful firms don’t rely on high-pressure sales conversations. Instead, they educate and create clarity.
They help attorneys recognize opportunities they didn’t know existed.
That’s why Lawyers With Purpose developed its flagship workshop system—a proven framework designed to consistently attract qualified families, deliver meaningful education, generate consultations, and create a predictable pathway into growing their practice.
During this live training, we’ll show you exactly how that system works.
What You'll Learn
During this live webinar, you’ll discover how to build and deliver a flagship educational workshop that doesn’t simply attract registrations—it moves families from curiosity to commitment.
We’ll cover:
- Why so many firms unintentionally default to revocable-only planning—and what it may be costing them.
- The three-step framework that introduces Medicaid planning and the iPug® system naturally into client conversations.
- The emotional journey that transforms educational content into meaningful Discovery Calls.
- How to structure a webinar that builds trust instead of creating pressure.
- The follow-up strategy that keeps momentum going long after the webinar ends.
- The marketing and technology systems used to track registrations, attendance, Discovery Calls and conversions from beginning to end.
Whether you’re responsible for marketing, operations or leading an estate planning practice, you’ll leave with a clear understanding of how an educational webinar can become one of your firm’s most effective business development assets.
Learn the exact LWP funnel framework
You’ll see the actual framework used inside Lawyers With Purpose.
We’ll walk through the webinar itself.
We’ll show you how attendees move through each stage of the Buying Emotional Ladder, from recognizing a gap in their current approach to taking action through a Discovery Call.
You’ll also see the operational side of the system, including webinar delivery, follow-up, CRM tracking, automation, and performance reporting, so you understand how every stage works together as a repeatable growth engine.
You'll See the Complete System in Action
Rather than discussing concepts, we’ll demonstrate the complete process.
Including:
- The flagship webinar structure
- Live audience engagement techniques
- The gap-number exercise
- The iPug® comparison framework
- Discovery Call transition
- Follow-up sequence
- Registration tracking
- Zoho CRM workflow
- Weekly performance scorecards
- Marketing automation
Speakers
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Britt Stouffer, Esq.CEO | Stouffer Legal
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Esq.
