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
Learning & Development
Estate Planning learning and development that goes beyond theory: Built for businesses
At Lawyers With Purpose, we believe knowledge should translate directly into business results.
That’s why our Learning & Development options blend legal mastery, business systems, and personal growth, so estate planning attorneys and their teams can confidently serve more clients, grow profitably, and achieve entrepreneurial freedom.
A Smarter Way to Learn: Teach • Show • Do • Go℠
Traditional CLEs talk at you. We teach with you.
Our proprietary Teach, Show, Do, Go℠ model bridges theory and implementation:
Learn the “why” behind each concept through guided lessons and examples.
Watch real-world demonstrations of tools, drafting, and workflows.
Practice in a safe environment with support from LWP experts.
Apply it confidently with clients, backed by continuing access to our education team.
This is how information becomes skill and how skill turns into results.
Learning Options That Fit Every Firm
Learning Pathways for Every Stage
Accessible anytime, anywhere.
Our Learning Management System houses a growing library of courses, tutorials, and assessments across estate planning, Medicaid, and practice management.
What’s inside:
- Medicaid qualification and asset protection modules
- iPug® Trust drafting tutorials and legal education tracks
- Operational training for every team role
- CLE-qualified content (where applicable)
- Downloadable tools, templates, and quizzes
- Continuous updates on law, strategy, and software
Perfect for onboarding new team members or reinforcing skills across your firm.
Every firm is unique, your learning should be too.
Our live sessions ensure you’re never left to figure it out alone.
You’ll receive:
- 1:1 Coaching with your Accountability and Practice Coaches
- Legal Education Sessions with LWP attorneys and subject-matter experts
- Power Hours & Growth Calls to problem-solve in real time
- Member Webinars covering the latest in law, marketing, and business strategy
Learning is continuous, and so is our support.
In-Person & Virtual Events
Immersive Learning Experiences
Take your next leap toward profit and freedom.
An intensive event focused on optimizing revenue, refining team roles, and implementing data-driven systems.
Walk away with a personalized action plan to improve cash flow, efficiency, and long-term scalability.
Day 1: Mastering Medicaid— gain hands-on experience with eligibility, asset protection, and the Medicaid Qualification System.
Day 2: Mastering Client Attraction & Retention— learn how to connect, convert, and retain clients through the full LWP workflow.
PWP equips you and your team to practice smarter, serve better, and grow faster.
“It’s not just training — it’s transformation. You leave knowing exactly how to build the firm you’ve always wanted.”
TAPER: The Annual Practice Enhancement Retreat
TAPER is the heartbeat of the Lawyers With Purpose community.
For a few immersive days, members from across the country gather to recharge, retool, and reconnect — transforming ideas into action and relationships into growth.
This isn’t another conference. It’s where community meets clarity.
Thoughtful dialogue, not just lectures
Real tools, not vague theory
Deep support, not surface-level networking
TAPER 2026 | Location TBD | October 20–23
Step back, refocus, and design the firm — and life — you truly want
Examples of What You’ll Master
| Area | What You’ll Learn |
|---|---|
| Medicaid Qualification | Simplify complex eligibility rules with our standardized Med-Qual system and real-case examples. |
| Estate Planning Documents | Draft state-specific, customizable documents — including the exclusive iPug® Trust — with accuracy and confidence. |
| Operational Efficiency | Use proven workflows, checklists, and reports to streamline case management and boost profitability. |
| Team Development | Train attorneys, client service, funding, and drafting roles to build a high-performing, independent team. |
| Mindset & Leadership | Build the entrepreneurial habits that free you from the day-to-day grind. |
Training That Extends Beyond the Attorney
Most programs focus only on lawyers. LWP educates the whole firm, so the business runs smoothly even when you’re not in the room. Each role has its own learning track within the LMS, plus role-specific coaching and community groups to share best practices.
Supporting Estate Planning Attorneys On-Going Learning
Members enjoy year-round access to:
The LMS for new courses, refreshers, and certifications
LWP’s ListServ for real-time Q&A and collaboration with peers
Direct access to the Help Desk and Education Team for personalized guidance
Regular webinars and legal updates to stay ahead of industry change
At LWP, you’re never left to figure it out alone.
Why Members Love LWP Learning & Development
Ready to Learn, Practice, and Grow?
Whether you’re a solo attorney or managing a growing team, LWP’s Learning & Development options give you the knowledge, structure, and confidence to serve clients better and build a thriving practice.
Questions about our education programs?
Email info@lawyerswithpurpose.com or call (877) 299-0326.
