Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose Memberships
Lawyers With Purpose Memberships
Integrated tools, coaching, and marketing built for estate planning firms.
Quick view: Choose a plan now, dive into details as you scroll.
Pick Your Path: Estate Planning Attorney Membership
| Plan | Best For | What You Get (at a glance) | Monthly |
|---|---|---|---|
| Software Solutions | Draft faster, reduce errors |
LWP STEPS™ drafting + workflows • 3 licenses • standard/advanced docs • Medicaid calculators • training & attorney help desk |
From $597
per month |
| Profit & Growth | Run the firm like a business |
Monthly coaching • 1:1 implementation • dashboards & KPIs • money/time tools • proven workflows (EP, Medicaid, Maintenance) |
From $997
per month |
| Marketing Solutions (AMP™) | Consistent pipeline |
Custom plan • campaign playbooks • accountability • done-with-you content & tools • quarterly reviews & reporting |
From $497
per month |
Want the full system? Bundle all three for a firm that drafts, grows, and markets in sync.
We can recommend the best membership for your practice based on current challenges identified in our Practice Assessment and Strategy call.
What’s Inside Each Plan
Purpose: Faster drafting, fewer errors, smoother delivery.
Core Access
- 3 user licenses
- Secure, cloud-based access
Drafting Tools
- Standard EP docs: wills, trusts, POAs, healthcare directives
- Advanced trusts: MIT®, FIT®, KIT®, CGT®, iPug®, QIT®
- Medicaid Qualification Software with built-in eligibility calculators
Practice Essentials
- Ancillary docs (engagement letters, personal care plans, etc.)
- Scenario modeling for asset protection + Medicaid planning
Training & Support
- Monthly webinars + 24/7 learning portal
- Active member listserv community
- Help desk support from licensed attorneys
- Automatic updates with legal changes
Result: Faster drafting, fewer reworks, stronger client service.
Purpose: Predictable profits and a scalable model.
Core Coaching & Support
- Monthly coaching calls with industry experts
- 1:1 implementation calls — put strategies into action
- Business performance reviews — find blind spots
- Accountability so nothing slips
Practice Growth Tools
- Custom dashboards for cash flow, profitability, and KPIs
- Law firm models & growth pathways
- Money management tools (budgets, expenses)
- Time management tools designed for attorneys
Proven Workflows
- Estate Planning Process & Workflow — complete cases faster with fewer errors
- Medicaid Application Process & Workflow — step-by-step eligibility + compliance support
- Maintenance Program Blueprint — build recurring revenue and keep plans current
Result: Predictable profits, clarity, and more time for high-value work.
Purpose: Steady lead flow without the guesswork.
Common Challenges We Solve
- Sporadic referrals, unpredictable new clients
- Disconnected tactics with no unifying plan
- Marketing pushed aside by casework
- Multiple vendors, no clear direction
- Little reporting — hard to know what’s working
What You Get
- Custom Marketing Plan — matched to your market and goals
- Campaign Playbooks — workshops, webinars, and referral systems built for EP
- Accountability Coaching — keep the plan moving
- Content & Tools — templates, messaging, branded materials
- Quarterly Reviews — refine and improve with real data
Why It Works
- Intentional strategy tied to firm growth
- Consistency from structured campaigns
- Clarity via reporting and reviews
- Support so you keep momentum
Result: Predictable pipeline and a brand that shows up where it counts.
Side‑by‑Side Comparison
| Feature | Software | Profit & Growth | Marketing (AMP™) |
|---|---|---|---|
| STEPS™ drafting & workflows | ✅ | — | — |
| Advanced trusts library | ✅ | — | — |
| Medicaid calculators | ✅ | ✅ (via workflow alignment) | — |
| Coaching (group) | — | ✅ | ✅ |
| 1:1 implementation | — | ✅ | — |
| Dashboards & KPIs | — | ✅ | ✅ (marketing metrics) |
| Proven EP workflows | — | ✅ | — |
| Maintenance program blueprint | — | ✅ | — |
| Custom marketing plan | — | — | ✅ |
| Campaign playbooks | — | — | ✅ |
| Quarterly reviews | — | ✅ (firm) | ✅ (marketing) |
| Licensed attorney help desk | ✅ | — | — |
Who This Is For
New or growing EP firms needing structure and speed
Established firms ready to scale with data and workflows
Practices tired of ad‑hoc marketing and uneven intake
If you’re aiming for milestones (e.g., $1M ARR in Q4 2026) and need focus, we’ll set the targets and the path to get there.
We can recommend the best membership for your practice based on current challenges identified in our Practice Assessment and Strategy call.
How It Works
Start where the bottleneck is.
Set goals, connect tools, meet your coach.
Ship drafts faster, track performance, run campaigns.
4. Review & refine
Quarterly tune‑ups to keep compounding.
Proof & Community
1,000s of complex EP matters drafted with STEPS™
Active member listserv with daily peer support
Training led by practicing attorneys and experts
FAQs
Yes, you can pick yourself or take a Practice Assessment for us to recommend which membership levels are best for you.
Three licenses are included; add more as needed.
We’ll review during onboarding and advise on best‑fit workflows.
Yes, we offer 12-month minimum contracts.
Ready to Get Started?
Book a 30‑minute law firm assessment to match your goals to the right plan.
