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
LIVE WEBINAR
How Estate Planning Attorneys Can Prepare Now to Add Medicaid Planning as a Revenue Stream in 2026
September 16, 2025
12:00pm EST
Hosted by Britt Shearin
Think Medicaid Planning Is Too Complicated? Think Again.
With STEPS™ and the right prep, you can serve more clients, reduce stress, and build a reliable new revenue stream in 2026.
Planning for 2026: Imagine This…
It’s January 1, 2026. You sit down at your desk with a full pipeline of new Medicaid planning clients, your firm ready to serve a growing wave of families in need.
Now imagine the opposite: it’s 2026, rules have shifted, demand is skyrocketing… and you’re scrambling to catch up while other firms cash in on the opportunity.
The difference? What you do between now and the end of this year.
Attorneys often tell us:
Adding Medicaid planning has always felt intimidating:
- “The rules are too complicated.”
- “I don’t have time to learn this.”
“I’d rather just farm it out.”
But here’s the truth:
- Demand is exploding — Rising care costs, funding cuts, and policy shifts like OBBBA mean more families will need Medicaid guidance than ever before.
- Few attorneys are ready — which means the market gap (and revenue opportunity) is massive.
- You can prepare now — with STEPS™, the proven software and system that simplifies Medicaid qualification and makes it part of your existing estate planning workflow.
What You’ll Learn in This Live Session
Britt Shearin will pull back the curtain on exactly how to be ready on Day 1 of 2026:
1. The Demand & Opportunity
📈 Data on rising long-term care costs
⚖️ Key policy changes (including OBBBA)
🚪 The massive market gap attorneys can step into
2. Real Stories from Attorneys Like You
Hear how LWP members added Medicaid planning to their practices and the impact it’s had on their revenue and client service.
3. How STEPS™ Makes It Doable
See how STEPS™ takes the fear out of Medicaid planning, giving you a clear process, accurate calculations, and a repeatable system you can build into your practice.
Seats are limited!
Britt is a seasoned estate planning attorney who’s been in the trenches. As Director of Legal Education and Product Owner of LWP STEPS(™), she brings a rare blend of legal depth, technical fluency, and day-to-day practical know-how.
She’s helped hundreds of attorneys navigate change with confidence. In this webinar, she’ll help you do the same.
Your Chance For A Better Financial Year
Attorneys who start preparing in Q4 2025 will:
- Launch 2026 with Medicaid planning as a profitable new line of business
- Serve a wider range of clients who desperately need guidance
- Gain a competitive advantage over firms that are still “thinking about it”
Those who wait will be left playing catch-up while others are already reaping the rewards.
Seats are limited!
✔️ Learn the basics of Medicaid qualification
✔️ Get a STEPS™ demo to see how it works
✔️ Enroll in TAPER or upcoming Medicaid training
✔️ Identify the right team member (or hire/partner) to execute
✔️ Map out your 2026 Medicaid revenue line item
Reserve your seat
Treat this webinar as your roadmap to a profitable 2026.
Reserve your seat now and commit to turning Medicaid planning into your firm’s next revenue stream.
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