The Estate Planning Intake System Nobody Taught You in Law School
The Intake System Behind the Highest-Converting Estate Planning Firms in the Country
A free 45-minute training on the exact consultation framework used by 200+ firms to convert 70%+ of prospects into signed clients — without ever feeling like you’re selling.
(Limited Seats Available)
Does this sound Familiar?
You’re great at estate planning. Clients who hire you love you. Your referral sources trust you. But somewhere between “nice to meet you” and “here’s our engagement letter,” things get… awkward.
The prospect seemed interested on the phone. They showed up to the consultation. You explained your process, answered their questions, showed them you know your stuff. And then:
“Let me think about it.”
“I need to talk to my spouse.”
“What do other attorneys charge?”
And they walk out. Maybe they call back. Usually they don’t.
It’s not because you’re bad at this. It’s because nobody ever taught you how to run a consultation that converts. Law school didn’t cover it. Your bar association doesn’t offer it. And most CLE programs treat “practice management” like an afterthought.
That changes on April 30th at 12PM.
What You’ll Learn
In this exclusive 45-minute session, our team will walk you through the 4-step intake framework used by Lawyers With Purpose member firms, the same system responsible for 70%+ average consultation conversion rates across 200+ estate planning practices.
The Trust Sequence – How to open a consultation so the prospect feels heard, understood, and safe — before you ever discuss legal strategy or fees.
Step 2: The Real Question – Why “What are your goals?” kills consultations — and the reframe that gets prospects to tell you exactly what they’re afraid of (which is what actually drives the hiring decision).
Step 3: The Gap – How to help prospects see the distance between where they are and where they need to be — so hiring you feels like the obvious next step, not a sales pitch.
Step 4: The Enrollment Conversation – A framework for presenting your services that feels like advising a friend, not closing a deal. No pressure. No urgency tactics. Just clarity.
This Training Is for You If…
You’re an estate planning attorney who’s good at the law but wants to get better at the business
You’re uncomfortable with “selling” and want a framework that doesn’t require you to be
You’ve lost prospects after consultations and aren’t sure why
You’re an estate planning attorney who’s good at the law but wants to get better at the business
You want a repeatable intake process your whole team can follow
You’re billing under $500K/year and know your conversion rate is holding you back
(Limited Seats Available)
Frequently Asked Questions
Q: Is this a sales pitch for Lawyers With Purpose?
A: No. We’ll mention LWP because it’s how we know this stuff works — 200+ firms use our system. But the 45 minutes are about the framework itself. You’ll walk away with actionable steps whether or not LWP is right for you.
Q: I’m already busy. Why 45 minutes?
A: Because that’s all it takes to show you the framework. No filler. No “let me share my journey” monologue. Just the 4 steps, explained clearly, with examples.
Q: Will there be a recording?
A: Yes. Only if you register and you’ll get the replay even if you can’t attend live.
Q: Do I need to be an estate planning attorney?
A: This training is specifically designed for estate planning and elder law attorneys. The framework, language, and examples are all built for EP/elder law consultations.
Free, Live, & Only 45 Minutes.
April 30th at 12PM ET.
Join 47+ estate planning attorneys who’ve already registered.
Speaker
-
Briana L. MoriartyHead of Member Services | Lawyers with Purpose
