Your Next Estate Planning Clients Are Already Sitting in Files You Closed.
Webinar: Your Next Estate Planning Clients Are Already Sitting in Files You Closed.
How a family law attorney with a four-month-old booked $55,000 in estate planning work in under 90 days — without leaving her clients, her license, or her income. (One member’s result.)
Why You Can’t Afford to Keep Referring This Out
Think leaving court means leaving the law? So you stay.
That one belief is the most expensive thing in your practice.
In this 50-minute live session, you’ll learn:
- The 20-File Audit that finds the estate planning opportunities already sitting in your closed divorce files.
- The three questions, word for word, that turn a closed file into a booked meeting. Roughly one in three of these calls becomes a meeting.
- The 90-Second Conversation that takes “I need a will” to a flat-fee engagement — with the fee said in the room, before you’re an estate planning expert.
- The calculator Liz saw before she said, “send me the contract.”
- Why you do not have to be alone in the room for your first trust.
It’s the same system one family law attorney used to book $55,000 in estate planning work in under 90 days, from her own files and her own referrals. (One member’s result.)
What You'll Leave With:
20 FILES
The audit you run on your last twenty closed files today. The estate planning clients you already have and never billed.
90 SECONDS
The conversation, word for word, that turns “I need a will” into a flat-fee engagement in the room, before you’re an expert.
$10,500
The exact calculator Liz saw before she said “send me the contract,” and the 30-day path LWP puts in writing. (One member’s result.)
Whether or not you ever talk to us again, you leave with something you can do tomorrow morning.
This Is for You If You’ve Ever Said:
- “I don’t know estate planning.”
- “I can’t afford to drop my family law income.”
- “I have a baby. I don’t have time for a program.”
- “I’ve tried programs before.”
Liz thought about all four.
You don’t need to become an estate planning expert before you start. You need to not be alone while you become one. That’s the third step — and it’s the one we spend the most time on.
This Is for Lawyers Who Want to Keep Being Lawyers
- Family law attorneys who are done being paged, not done being lawyers.
- Litigators in any practice area for whom Sunday night has a feeling.
- General practitioners who do a will here and there and know there’s a practice in it.
- New parents whose calendar math stopped working.
- Anyone who owns their book of business — the one thing this actually requires.
- LWP members who want the calculator for their own Vision Meetings.
Five Estate Plans Are Sitting in Every Closed File
Open one closed divorce file.
Not an old prospect list. Not a lead you bought. A former client who already knows you, trusted you and paid you.
Now look for:
- A will that still names the ex-spouse.
- Beneficiary designations nobody updated after the decree.
- Powers of attorney naming the person they just spent 18 months fighting.
- Minor children with no signed guardianship nomination a judge would accept.
- A house that changed hands or got retitled.
- Life insurance securing support, beneficiary unchecked.
- Parents over 65 watching all of it and quietly wondering about their own house.
That’s five to seven estate planning engagements per file. You sent a final invoice and closed it.
And you sent the final invoice and closed it.
Here’s the other part lawyers miss:
You’ve already had the hardest conversation in the law with these people.
You’ve sat across from them when the marriage ended, when custody was being decided, when the house had to be dealt with and when life did not look the way they expected it to.
The estate planning conversation is easier than anything you did last week.
As Liz put it after her first 30 days:
“I already know how to sit with people. Now I know what to say.”
Bring Three Numbers. We’ll Do the Math Live.
At minute 36, Britt runs the calculator live using a volunteer’s numbers.
Bring yours:
- What you billed last month
- How many hours went to court, hearings or emergency work last month
- How many files you closed in the last 12 months
Then you’ll see the same month — and the same 90 days — that Liz saw before she said:
“Send me the contract.”
Speakers
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Britt Stouffer, Esq.CEO | Stouffer Legal
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Esq.
