Innovation & Leadership for Legal Estate Planning Industry

We hit changes in the Legal Estate Planning industry head-on and transform attorney’s fear into opportunity. We assess each change and distill it down to actionable, deliverable products and services attorneys can provide clients and enrich their practice and life.

Integrated, Cloud-Based Law Practice Platform

Marketing, Sales, Operations, Estate Planning, Asset Protection, Drafting, Funding, Medicaid, VA, Probate, Trust Administration, Client Maintenance, Finance and H.R. Systems and Processes to run your practice, track and report client work, improve firm efficiency, minimize risk of malpractice and maximize customer service and profit. Document Creation, Medicaid, and VA Software to create industry exclusive trusts, calculate optimal Medicaid Pre-Planning and Crisis solutions, client letters, funding strategy and execution and the completion of VA eligibility calculations, application and filing. All integrated in a single cloud-based platform with a proven organizational structure for automated real-time management and improvement of law firm performance.

3-Pronged Training, Support & Accountability​

We utilize our exclusive Teach, Show, Do, Go℠ live, virtual and digital training strategy together with our Accountability Coaches to support member attorneys and their team on implementing the innovative, automated cutting edge legal strategies, B2B and retail marketing, client engagement and experience, HR & project management, finance, team & firm coaching, development, goal setting and accountability solutions we create.

Community

Our member attorneys and their teams are connected professionally and personally with fellow member firms who share our six core values and best practice thru our list-serv, twice-weekly Member Power Hour and Twice Annual Practice Enhancement Retreat (TAPER) in an every changing legal, professional and social environment. 

Innovations

1995 – iPug® Protection Trust (MIT/FIT/KIT – KIT is industry exclusive)

2001 – Medicaid practice System

2005 – DRA ’05 strategies and solutions

2007 – Single interview estate plan document solution with Intelligent design technology

2008 – Law Firm operation workflows and reporting

2009 – IRA Trust Planning Strategy solution

2009 – TAP/CGT Advanced Trust solution

2013 –  Integrated cloud-based practice and document creation system platform

2020 – The Secure Act IRA Trust Solution (SORT™ Tust, iPug® Rothalike Trust™,

Integrated Separate Share/Separate Share Charitable Remainder Trust)