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
WEBINAR:
How Modern Estate Planning Attorneys Thrive Without Estate Tax Planning
A Live Training with Britt Shearin, Esq.
May 28, 2026
1:00pm - 2:00pm EST
Live Webinar on Zoom
Hosted by:
Britt Shearin, Esq.
Head of Legal Education
Lawyers With Purpose
Something Has Shifted in Estate Planning — And Most Firms Haven’t Fully Adjusted
There was a time when estate tax planning gave structure to almost every meaningful client conversation. It created urgency, made the value obvious, and gave clients a clear reason to move forward.
That foundation has changed.
Today, most families will never face estate taxes, yet the risks they do face are more immediate and far more personal. Long-term care costs, complex family dynamics, and the loss of control over assets are now the issues that shape outcomes for the majority of clients.
Estate planning hasn’t become less relevant. It has become harder to communicate in a way that lands.
And that is where many firms are quietly losing momentum.
What This Looks Like Inside a Practice
You walk a client through estate tax thresholds and can feel the conversation slipping, because it doesn’t apply to them in any meaningful way.
You know they need planning, but the reason doesn’t feel urgent enough for them to act.
You leave the meeting thinking they should have moved forward.
They leave thinking they’ll come back to it later.
That gap is where growth stalls.
It has nothing to do with your ability as an attorney. It has everything to do with how the value is being framed.
The Firms Growing Right Now Are Not Doing More Work: They’re Positioning It Differently
There are practices pulling ahead, not because they are working harder or generating more leads, but because they’ve adjusted how they present what they already do.
When the conversation shifts away from tax thresholds and towards protection, control, and real-life consequences clients recognise instantly, engagement changes.
- Clients understand faster.
- Decisions happen with less resistance.
- The work becomes more aligned with what families actually care about.
What looks like growth is often just clarity.
This webinar session will show you how that shift works in practice — and how to apply it.
What This Training Will Show You
Britt Shearin will walk through how estate planning has evolved, why the traditional framing leaves opportunity on the table, and what changes when you align your approach with the realities clients are facing now.
Inside the session, you’ll see:
- How to position estate planning in a consult so clients immediately understand why it matters to them, even when estate tax is not part of the conversation
- The risks clients are already concerned about, and how to bring them into the discussion in a way that feels natural rather than forced
- How to introduce the iPug® framework so it connects directly to real-life scenarios clients recognise
- Where Medicaid planning fits into your current model, and why it represents a significant opportunity for firms that approach it correctly
- What changes when you move from a document-driven approach to a strategy-led client relationship
The goal is not just to understand this shift, but to recognise where it is already showing up in your own practice.
What You’ll Walk Away With
By the end of the session, you will be able to explain the value of estate planning in a way that feels relevant to today’s clients, without relying on estate tax as the primary driver.
You will also see how small changes in how you frame your work can unlock conversations with clients who are already in your pipeline but not fully engaging.
There is a broader distinction underneath all of this. Some firms are still operating as document providers, while others have positioned themselves around protection, strategy, and long-term planning. That difference shapes how clients respond, how consistently they move forward, and how predictable growth becomes.
A Quick Check
If your consult still relies heavily on explaining estate tax relevance…
If you find yourself needing to “convince” clients more than you used to…
If you know there are opportunities in Medicaid and asset protection but they are not consistently part of your process…
This session will likely feel very familiar — and very useful.
This Session Is Designed For Attorneys Who
- Know estate planning is still valuable, but can feel the conversation with clients has shifted
- Want to grow their practice without relying on positioning that no longer reflects how clients think
- Are aware of opportunities in Medicaid and asset protection, but have not fully integrated them into their approach
- Are open to refining how their services are structured if it leads to stronger engagement and more consistent growth
Meet Your Presenter
Britt Shearin, Esq.
Head of Legal Education and STEPS Product Owner
Lawyers With Purpose
Britt works directly with estate planning attorneys implementing these strategies in real practices. The insights in this session are drawn from what is being used successfully right now, not from theory.
Don’t Leave This Too Late
There is a window where recognising this shift gives you an advantage.
After that, it becomes the baseline — and you are adjusting under pressure rather than ahead of it.
Most firms wait until they feel the impact in their consults or their numbers before they make a change.
By that point, the gap is harder to close.
Save Your Seat
If you’ve been sensing that something in your client conversations has changed but haven’t fully identified what it is, this session will connect it clearly.
Spots are limited for this live training.
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