
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys

The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Not because they don’t understand them. But because they were taught to see them a certain way.
Rigid. Restrictive. Something you use only when you have to.
But that version of irrevocable trust planning is outdated. Modern trust design has changed what’s possible.
And if you’re still relying primarily on revocable structures, you may be leaving significant planning opportunities, and revenue, on the table.
In this live training, Britt Shearin, Head of Legal Education and STEPS™ Product Owner at Lawyers With Purpose, will show you:
How modern irrevocable trust strategies are being used as flexible, strategic planning tools, not last-resort solutions.
And increasingly… revocable-only plans aren’t enough.
The firms that recognise this shift early are the ones expanding both:
👉 their planning capability
👉 and their revenue per client
When used correctly, these don’t remove flexibility. They redefine it.
And what becomes clear is this:
👉 The difference isn’t just protection
👉 It’s how well the plan holds up over time
Irrevocable Doesn’t Mean Inflexible
📅 June 11, 2026
⏰ 12:00 PM EST
If you want to expand your planning strategies, and rethink how irrevocable trusts fit into your practice, this session is worth your time.
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