How the iPug® Can Double Your Average Case Value
How the iPug® Can Double Your Average Case Value
Position Premium Planning. Increase Fees. Deliver More Value.
What if your current estate planning model is capping your revenue… without you realising it?
Most attorneys don’t have a pricing problem. They have a positioning problem.
You’re offering plans that solve part of the client’s risk…
Then wondering why clients hesitate at your fee.
Because when the solution feels incomplete—
the price always feels too high.
There’s a reason some firms consistently command higher fees
It’s not better sales scripts. It’s not more aggressive pricing.
It’s this:
👉 They offer a more complete solution
👉 They communicate real-world outcomes, not documents
👉 They position their planning as something clients want—not question
That’s exactly where the iPug® Protection Trust changes everything.
In This Webinar, You’ll Learn How to:
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Position the iPug® as a premium planning solution
So clients see it as more complete, more protective, and more valuable from the start -
Explain—clearly and confidently—why it commands higher fees
Without overcomplicating the conversation or overwhelming your client -
Shift your consultations away from price resistance
And toward outcomes, protection, and long-term peace of mind -
Identify immediate opportunities in your existing client base
So you can start increasing case value without changing your entire pipeline
What Makes the iPug® Different
(And Why Clients Pay More for It)
Most traditional plans–like revocable living trusts—
solve a limited set of problems.
The iPug® goes further.
It creates a more complete planning outcome, including:
- Probate avoidance
- Asset protection
- Long-term care positioning
- Control and flexibility
- Legacy protection
And here’s the key:
Clients don’t pay more because it’s complex.
They pay more because the value is clear, meaningful, and complete.
What You’ll See Inside the Webinar Training
You’ll walk through:
- A side-by-side comparison of RLT vs. iPug®
- A real case value breakdown so you can see the difference in fees
- The exact positioning approach used to justify premium pricing
For Estate Planning Attorneys – This Is For You If:
- You feel like your current planning model is limiting your revenue
- You’re tired of defending your fees in consultations
- You want to offer something that feels more aligned with real client needs
- You’re ready to move from commodity planning to premium strategy
What Attorneys Walk Away With
By the end of this session, you’ll be able to:
- Confidently present the iPug® as a premium solution
- Explain its value in a way clients understand and accept
- Restructure your consultations around outcomes—not price
- Spot opportunities to increase case value immediately
Reserve Your Spot
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
