New Attorneys

Evaluating Estate Planning as a Practice Area:

• Realistic & Inspirational Goal Setting
• Looking at the Day-to-Day Reality of Practice
• Balancing the Practice with Other Interests

Starting Your Practice:

• Continuing Education - Selecting the Best Sources
• Tools - Buying Software and a Library
• People - Hiring Support Full-time, Part-time or by Contract

Fulfillment:

• Marketing - Getting Clients in the Door through a Multi-disciplinary Approach
• Sales - Overcoming Objections and Obstacles to Converting Prospects to Clients
• Team-Building - Workplace, Family, Conflict and Difficult Situations, Communication Skills/Relationships
• Balance - Balance among all the aspects of your life
• Confidence, Self-Trust & Happiness - Living a satisfying, balanced, successful life

Attorneys Transitioning to Estate Planning, Trust & Probate Law

Evaluating Estate Planning as a Practice Area:

• Building a Plan That Focuses on What You Love About the Law
• Leveraging Your Experience
• Evaluating Your Current Firm Team

Transitioning Your Practice:

• Continuing Education - Selecting the Best Sources
• Tools - Buying Software and a Library
• A Transition Plan That Protects Your Existing Clients

Fulfillment:

• Marketing - Using Your Strengths in the Estate Planning Arena
• Sales - Converting Your Existing Clients to Estate Planning Clients
• Team-Building - Workplace, Family, Conflict and Difficult Situations, Communication Skills/Relationships
• Balance - Balance among all the aspects of your life
• Confidence, Self-Trust & Happiness - Living a satisfying, balanced, successful life

Estate Planning Attorneys Transitioning Their Practice Model

Evaluating Potential Practice Models:

• Clarifying Your Objectives
• Leveraging Your Existing Strengths
• Getting Experiential Knowledge About Your New Model

Transitioning Your Practice:

• Building the Model by Leveraging Resources
• Bringing Your Team Along
• Keeping the Cash Flowing During the Transition

Fulfillment:

• Marketing - Winning with New Marketing Techniques
• Sales - Style & Substance Changes to Address New Target Clients
• Team-Building - Workplace, Family, Conflict and Difficult Situations, Communication Skills/Relationships
• Balance - Balance among all the aspects of your life
• Confidence, Self-Trust & Happiness - Living a satisfying, balanced, successful life