LWP Estate Planning Systems and Processes
Some people resist implementing systems and processes because they say they don't want to force clients into a "cookie-cutter" plan. This is an incomplete understanding of how efficient systems and processes should work within your practice. LWP processes and systems will free you to spend more quality time with your clients, to truly listen to their stories, and to find creative legal solutions that meet their needs and help achieve their goals. By following these processes and implementing these systems, you build a fail-safe practice that prevents mistakes, handles the routine efficiently, and buys back your time to truly serve clients as a trusted advisor.
LWP offers a complete integration of systems, knowledge, marketing, team building and coaching to create measurable results for you, your clients, your family and your community.
We achieve this by utilizing the four pillars of achievement:
- Legal/Technical: Our legal technical training includes the training and tools necessary to understand and properly design wills, healthcare proxies, power of attorneys, personal care plans, revocable living trusts, and irrevocable trusts for asset protection, business protection, estate tax planning, veterans' benefit eligibility, Medicaid eligibility, and special needs planning. We help build your understanding the legal/technical issues behind estate planning, veterans planning, tax planning, Medicaid planning and asset protection.
- Marketing: We ensure you have the proper marketing strategies so the marketplace knows the value you can create.
- Systems and Processes: We teach you the systems and processes that will make your practice more efficient, not only for you and your staff, but for the clients and the other professionals with whom you work.
- Tracking and Reporting: We give you accountability and measurement tools you need to see, in real terms, the results that your commitment achieves for the people you serve.