Medicaid and asset protection planning requires precision and expertise. Attorneys must abide by the federal and state rules and create tailored strategies for each client. Strategic Trust and Estate Planning Software (STEPS™) by Lawyers With Purpose® offers a specialized solution to simplify these challenging tasks, providing attorneys with the tools needed to deliver accurate and reliable advice. And with the added advantage of the iPug® Asset Protection Trust, estate planning has never been in a better position to serve their clients with their best interests at the forefront of their practices.
The Challenges of Medicaid Planning
Medicaid eligibility isn’t as straightforward as we’d like it to be, governed by guidelines and strict income and asset limits. Attorneys often relying on manual processes often find themselves caught in a maze of paperwork, calculations, and endless rule updates. Inaccurate calculations or missing documents can easily derail a client’s application.
STEPS™ addresses these challenges head-on by automating the most tedious and error-prone parts of Medicaid planning. From calculating eligibility to generating clear documentation, it provides attorneys with a robust, efficient solution for managing Medicaid cases.
How STEPS™ Supports Medicaid Planning
Eligibility Calculations STEPS™ automatically calculates eligibility based on the latest rules, saving attorneys countless hours of research and manual work. The software stays up-to-date with rule changes, so attorneys can always rely on the most current information.
Scenario Modeling With the “what-if” scenario modeling tools, attorneys can create multiple options for clients, helping them understand the financial impact of different planning decisions. This feature is invaluable when navigating the complex rules of Medicaid eligibility.
Clear Documentation STEPS™ generates Medicaid-compliant documents that meet legal requirements. With pre-built templates and step-by-step interviews, attorneys can generate the necessary paperwork quickly and accurately, reducing the risk of errors.
Simplifying Asset Protection with STEPS™
Customizable Trust Documents Attorneys can use pre-designed templates to draft asset protection trusts tailored to each client’s needs. These trusts comply with all legal standards and offer flexibility, ensuring that they meet the specific needs of clients while staying within regulatory frameworks.
iPug® Asset Protection Trust
The iPug® Asset Protection Trust, designed for clients seeking to protect their assets while still maintaining control over them, offers unparalleled flexibility. It allows for customization based on specific client needs, creating a protective layer around assets without the rigidity of traditional irrevocable trusts.
The iPug® trust is a key component of comprehensive asset protection, allowing attorneys to map out planning strategies without sacrificing clarity or control. As part of the STEPS™ system, it ensures that clients’ assets are safeguarded in the most effective way possible.
Our strategic trust and estate planning software, STEPS™, includes customizable trusts designed with flexibility in mind. Some traditional irrevocable trusts can’t be altered. However, certain types of irrevocable trusts—like the iPug® —allow for specific modifications based on the type of trust chosen.
Dave Zumpano, Esq., Founder of Lawyers With Purpose said: “Why consider an irrevocable trust? Primarily, for asset protection and tax planning. For instance, if your estate exceeds certain thresholds, the government will tax amounts over that exemption. Currently, this threshold in the U.S. is about $13 million, with a 40% federal tax on anything above that. However, in January 2026, this exemption is set to decrease, possibly to around $7 million, which could increase tax exposure.
Additionally, some states, like New York, impose their own estate taxes, which can add up to 15% on top of federal estate tax. Combined with taxes on retirement accounts, this could mean as much as 74% of some assets are lost to taxes.
So, trusts—particularly customized ones like ours—allow for better control over these outcomes, helping to reduce the financial impact on your heirs.”
The iPug® trust is distinct because it empowers clients with control over their assets while ensuring robust protection from creditors and long-term care costs. Traditional irrevocable trusts are restrictive, often requiring the client to relinquish control, access, and flexibility for tax benefits. But iPug® changes that.
Here’s what sets the iPug® trust apart:
Client Control: With the iPug®, the Grantor can remain the trustee. Unlike older trust types, you don’t have to appoint your children or anyone else as the trustee, keeping you in full control over investment decisions and distributions.
Flexibility in Benefits: You decide whether you retain the right to income. This flexibility ensures that you can protect what matters most without exposing all assets to potential liabilities.
Modification Powers: Even as an irrevocable trust, the iPug® lets you change beneficiaries and other details as your circumstances or relationships change.
How STEPS™ Benefits Your Estate Planning Practice
Efficiency By automating calculations and document generation, STEPS™ reduces time spent on repetitive tasks. Attorneys can focus more on strategic planning and client interactions, rather than being bogged down by administrative work.
Accuracy Built-in safeguards minimize errors, ensuring compliance with Medicaid and trust laws. By reducing the risk of mistakes, the software gives attorneys the confidence to offer their clients the highest level of service.
Client Satisfaction Clients benefit from faster, more accurate results, helping to build their trust in your services. With the clarity and speed provided by STEPS™, you can help clients make informed decisions with confidence, improving overall satisfaction.
Case Study: Streamlining Medicaid Planning
A solo practitioner who had been struggling to keep up with Medicaid planning used STEPS™ to manage their growing workload. With the software’s automated tools, the attorney reduced preparation time for Medicaid plans by 40%, freeing up hours that could be used for client meetings and other important tasks. The result was a more efficient practice and happier clients.
Access iPug® Asset Protection Trust via STEPS™
STEPS™ simplifies the world of Medicaid and asset protection planning. With features designed for these specific needs, it not only saves attorneys time but also improves accuracy and client satisfaction. When paired with the iPug® Asset Protection Trust, the solution becomes even more powerful, allowing attorneys to deliver tailored asset protection strategies with ease.
Want to improve your Medicaid and asset protection services? Book a demo of STEPS™ and discover how our proprietary tools, including the iPug® Asset Protection Trust, can enhance your estate planning practice.
Estate planning attorneys often invest in drafting software to save time or improve accuracy. But there’s a bigger question that’s rarely discussed: Can drafting software actually increase your law firm revenue?
Spoiler: It can. But not in the ways you might think. In this article, we break down the surprising ways the right software can have a direct and measurable impact on your firm’s profitability.
The Traditional Revenue Model for Estate Planning Practices
For many estate planning firms, revenue is traditionally tied to two key factors: billable hours and the number of clients served. This model, though time-tested, is inherently limiting in a number of ways. Let’s break it down further:
Limited Hours in a Day: In a typical estate planning practice, attorneys are billed based on the hours they spend working on client cases. While this can work well when firms are small and manageable, the reality is that there are only so many hours in a day. Even with a steady stream of clients, the volume of work can quickly become overwhelming, especially if there are few attorneys handling all tasks. Once attorneys hit their maximum hours, that’s it—there’s no room for growth without either sacrificing quality or raising fees, which can alienate clients.
Burnout: One of the most pressing issues in the traditional model is burnout. For both attorneys and their staff, constantly managing client expectations, drafting documents, and ensuring everything is perfect while juggling multiple cases is taxing. Over time, the pressure can take a toll on morale, leading to staff turnover, reduced productivity, and a decline in the quality of service. Attorneys themselves often work long hours to meet billable targets, resulting in an unsustainable work-life balance. This burnout not only harms the well-being of staff but can also negatively affect client relationships.
Scaling Challenges: Scaling a practice under the traditional model can be incredibly costly. To grow the firm and handle more clients, additional attorneys, paralegals, or administrative staff need to be hired. This comes with a significant investment in salaries, benefits, and training, as well as office space and technology infrastructure. For smaller firms, such upfront costs can be daunting and may create a barrier to growth. More importantly, the more people you add, the more complex the management becomes, and the risk of losing the personal touch and client satisfaction increases.
Estate Planning Drafting Software Offers a New Approach
This is where drafting software, particularly a solution like STEPS™, introduces a transformative approach. By automating many aspects of the drafting process, STEPS™ allows estate planning firms to significantly increase productivity without the need for additional resources. Here’s how:
More Efficiency with Less Effort: With STEPS™, attorneys no longer have to spend hours on repetitive tasks like entering client data across multiple documents or manually calculating complex legal provisions. The software’s single-entry system allows client information to be entered once and automatically populated across all relevant documents. This drastically cuts down on the time spent drafting, allowing attorneys to handle more cases with the same resources. As a result, firms can increase their client volume without overloading their staff or pushing attorneys to the brink of burnout.
Fewer Errors, Better Quality: One of the significant challenges in the traditional revenue model is the risk of errors, which can be costly in estate planning. With STEPS™, automated workflows help ensure accuracy, reducing the risk of mistakes that can lead to rework or worse—legal complications. This leads to higher-quality documents, better client satisfaction, and fewer costly revisions. As attorneys can be confident in the accuracy of their drafts, they can focus on higher-level strategic work, like client relationships and business development.
Scaling Without Significant Investment: As firms grow, their need for additional people and resources grows exponentially in a traditional setup. However, with drafting software, firms can scale much more efficiently. Rather than hiring multiple new employees, a firm can handle more clients and more complex cases without significantly increasing overhead. The automation in STEPS™ reduces the need for large support teams, while still allowing firms to serve a larger client base. This cost-effective scalability makes it possible to increase revenue without the heavy financial burden that typically comes with hiring new staff and expanding office operations.
How Estate Planning Software Drives Revenue Growth
Time Savings Equals More Clients Automation doesn’t just reduce drafting time; it frees up hours that can be spent onboarding new clients. A process that once took hours or days can now be completed in a fraction of the time, allowing attorneys to handle higher caseloads without sacrificing quality.
Higher Per-Client Revenue Drafting software like STEPS™ allows attorneys to offer more sophisticated and customized plans. This not only justifies higher fees but also builds client loyalty, leading to repeat business and referrals.
Reduced Overhead Costs With features like single-entry systems and automated workflows, firms can reduce administrative overhead. Less time spent on manual tasks means smaller teams can handle larger caseloads.
The Hidden Revenue Drivers For Estate Planning Law Firms
Improved Client Retention Happy clients stick around—and they tell their friends. Drafting software ensures consistent, high-quality output, leading to greater client satisfaction.
Enhanced Reputation Using cutting-edge tools signals to clients that your firm is innovative and efficient. This can set you apart from competitors and justify premium pricing.
The Case for Investment
Let’s crunch some numbers.
Suppose your firm handles 50 estate plans per year at an average fee of $5,000 each.
With drafting software, you could increase efficiency by 30%, allowing you to take on 15 more cases annually.
That’s an additional $75,000 in revenue—more than enough to cover the software investment.
STEPS™: The Key to Revenue Growth
STEPS™ isn’t just estate planning drafting software—it’s a revenue-generating powerhouse for estate planning attorneys. By streamlining workflows and reducing time spent on manual tasks, STEPS™ allows firms to handle more clients without increasing overhead. Its cutting-edge automation minimizes errors, enhancing client satisfaction and retention. Attorneys can also leverage its customization features to offer high-value, tailored plans that justify premium fees. With STEPS™, your firm isn’t just keeping up—it’s setting the standard for what modern estate planning should look like, all while driving measurable growth to your bottom line.
Consider estate planning software as a strategic investment that can transform your firm’s revenue model. By saving time, improving client satisfaction, and reducing costs, it allows attorneys to focus on what matters most: growing their business.
To learn more about how Lawyers With Purpose can help your law firm’s growth plans and profitability, contact us at info@lawyerswithpurpose.com or call (877) 299-0326.
Walk into a room full of estate planning attorneys, and you’re bound to hear one heated topic of conversation: drafting software. From comparisons of templates to claims about automation, it’s clear this isn’t just a tool; it’s a battleground for productivity, efficiency, and reputation. But why is the debate so persistent, and what does it reveal about the future of estate planning?
In this article, we explore why drafting software is a hot topic, what it means for attorneys trying to remain competitive, and how to navigate the options to find what truly works for your practice.
Why Is Estate Planning Drafting Software Such a Big Deal?
The Heart of Your Workflow Drafting estate plans isn’t just a task—it’s the core of your practice. The quality and efficiency of your drafting process impact everything, from client satisfaction to compliance with legal standards.
The Perceived Silver Bullet Drafting software is often touted as the ultimate solution to inefficiencies, making it a beacon of hope for overwhelmed attorneys. But with so many options on the market, it’s hard to know which one delivers on its promises.
Competitive Edge For law firms, having the “best” software isn’t just about functionality—it’s a status symbol. Clients are increasingly tech-savvy and expect their legal advisors to use cutting-edge tools. Falling behind can mean losing clients to firms with flashier offerings.
The Estate Planning Software Debate: Features vs. Functionality
When estate planning attorneys talk drafting software, the conversation often boils down to two questions:
How many features does it have?
How well does it actually work?
Feature Overload Some platforms promise a dizzying array of tools. While variety is appealing, too many features can overwhelm users and complicate workflows.
Who Uses It Matters
A key consideration when evaluating drafting software is understanding who will be using it most — attorneys or their staff. Many attorneys draft their own documents, but the true value of top-tier software lies in empowering paraprofessionals to handle drafting tasks while ensuring attorneys retain control through customizable templates. This enables a streamlined workflow where the software meets the attorney’s specific preferences and needs. With STEPS™, every drafting decision can be tailored, providing both attorneys and their teams with the tools they need to collaborate efficiently and deliver high-quality results.
Functionality Matters Most At the end of the day, the best software is the one your team actually uses. Features like single-entry systems and seamless integration aren’t flashy, but they solve real problems by saving time and reducing errors.
The Real Cost of Choosing the Wrong Estate Planning Software
Wasted Time Difficult, clunky software can slow your team down instead of speeding them up. Every minute spent troubleshooting is a minute not spent with clients.
Frustrated Staff If your team finds the software unintuitive, they’ll resist using it. This leads to inconsistent adoption and a return to manual processes.
Lost Clients Clients want efficient, error-free service. Poor drafting processes can lead to mistakes, delays, and a damaged reputation.
What Should Attorneys Look For In Estate Planning Software?
Cloud-Based Flexibility Remote access is no longer optional. Attorneys need the ability to draft, review, and update plans from anywhere.
Automation That Actually Works Look for tools that streamline, rather than complicate, your workflow—like single-entry systems that populate data across all documents.
Customization No two clients are the same. Your software should allow you to tailor documents to meet their unique needs.
When it comes to estate planning drafting software, we think STEPS™ stands out as the undisputed leader. We’ve done our research and know what is out there in the market. Designed specifically for estate planning attorneys, STEPS™ combines the precision of advanced automation with the flexibility to meet every client’s unique needs. Its single-entry system ensures that data entered once is automatically populated across all documents, reducing errors and saving time. With tools that handle everything from standard estate plans to complex Medicaid qualification strategies, STEPS™ offers unmatched versatility. Unlike clunky, overcomplicated systems, STEPS™ is intuitive and user-friendly, empowering attorneys to focus on what matters most: their clients.
The debate over drafting software isn’t going away anytime soon. But instead of focusing on which platform has the most bells and whistles, attorneys should consider what will truly improve their workflow, client satisfaction, and bottom line.
If you’re a service based business, such as an estate planning attorney with a law firm, then you need to have a Google Business Profile. Without one, you’re leaving money on the table.
Most people tend to search for services in their area, and more often than not, the Google Business Profile of reputable companies tends to appear high up on the search results.
Having an online presence in the area or region in which you serve is much-needed for law firms of all sizes, particularly those specializing in estate planning. As potential clients increasingly turn to the internet to find legal services, the significance of regional search engine optimization (SEO) cannot be overstated.
Regional or local SEO is the practice of optimizing your online content to attract more clients from relevant local searches. If your law firm generally gets most of its clients from surrounding areas, then it’s an area you must consider working on, to capture more regional website traffic, so that you can turn that traffic into business for your estate planning law firm.
In this blog, we’ll explore the importance of regional SEO for estate planning law firms, the strategies to implement to capture the right types of regional traffic, and the tools available to ensure your law firm stands out in a crowded market.
Understanding Regional SEO
Before looking into the specifics, it’s a good idea to understand what regional SEO entails. Unlike traditional SEO, which focuses on broader search terms, regional SEO zeroes in on specific geographical areas. For estate planning attorneys, this means optimizing your website and online content to rank higher in search results that are relevant to your region or city.
Why Is Regional SEO Important for Estate Planning Law Firms?
Targeted Client Acquisition: Estate planning is a highly localized service. People typically seek out attorneys who are familiar with local laws and regulations. By optimizing for regional searches, you can attract clients who are looking for estate planning services in your specific area.
Increased Visibility: As search engines like Google prioritize local results, a well-optimized site for regional SEO can significantly improve your visibility in search results, making it easier for potential clients to find you.
Higher Conversion Rates: When clients find a law firm that is located near them, they are more likely to engage with your services. Regional SEO helps you capture this audience by making sure you show up when they search for estate planning assistance.
Cost-Effective Marketing: Compared to traditional advertising methods, regional SEO is often more cost-effective. It allows you to reach your target audience without overspending on broader marketing efforts.
The Benefits of Regional SEO for Estate Planning Law Firms
When someone searches for estate planning services online, they’re often looking for local, reputable firms. Regional SEO allows you to rank higher in local search results, ensuring that your firm appears in front of people actively seeking estate planning assistance in your area. Optimizing for location-based keywords like “estate planning attorney in [City/State]” helps drive traffic to your site from users likely to convert into clients.
1. Enhanced Online Visibility
In a saturated market, visibility is key. Regional SEO helps your firm appear in local search results, which is particularly beneficial for estate planning services. A strong local presence increases the likelihood of being found by clients searching for services in your area.
Estate planning is deeply personal, and clients value an attorney who understands the specific legal landscape of their region. With regional SEO, you can optimize content to highlight your knowledge of local laws and your understanding of community needs. This approach not only boosts search rankings but also reinforces trust, signaling to potential clients that your firm is a knowledgeable local resource.
2. Improved Google My Business (GMB) Rankings
Claiming and optimizing your Google My Business profile, along with other local directories, gives potential clients quick access to your contact information, hours, reviews, and directions to your office. This increased visibility can make a significant impact on your practice by making it easier for clients to find and reach you.
A well-optimized GMB listing is vital for local searches. It allows you to control how your firm appears in Google searches and on Google Maps. Properly optimizing your GMB listing with accurate information, photos, and client reviews can enhance your visibility and attract local clients.
3. Building Trust and Credibility
Ranking high in local searches not only improves visibility but also enhances your firm’s credibility. Clients are more likely to trust firms that appear at the top of search results. Furthermore, a high number of positive online reviews can bolster this trust, making clients more inclined to choose your services.
Many law firms underestimate the power of regional SEO, leaving an opportunity for your firm to stand out. By prioritizing regional SEO, your practice can appear above competitors who haven’t optimized for local searches, positioning your firm as a leader in the local market. This strategic advantage can help you capture a significant share of potential clients looking for estate planning services near them.
4. Cost-Effective Client Acquisition
SEO, especially when focused on regional efforts, can be more cost-effective than traditional marketing methods. By targeting specific geographical areas and client needs, you can maximize your marketing budget while attracting potential clients who are more likely to convert.
5. Increased Client Engagement
When your firm appears in local search results, potential clients are more likely to engage with your services. This can include visiting your website, calling your office, or even stopping by for an in-person consultation. Increased engagement leads to higher conversion rates.
Key Regional SEO Strategies for Estate Planning Law Firms
To effectively implement regional SEO for your estate planning law firm, consider the following strategies:
1. Optimize Your Website for Local Searches
Your website is the foundation of your online presence. Here’s how to optimize it for regional SEO:
Keyword Research: Identify keywords that potential clients in your area are using to search for estate planning services. Focus on long-tail keywords that include your city or region (e.g., “estate planning attorney in [City Name]”). Tools like Google Keyword Planner, SEMrush, and Ahrefs can assist with this.
On-Page SEO: Incorporate local keywords naturally into your website’s title tags, meta descriptions, headers, and content. Make sure to include location-specific terms that resonate with your audience.
Create Localized Content: Develop blog posts and articles that address specific estate planning topics relevant to your region. For example, discuss state-specific laws regarding wills and trusts, or provide information about local probate processes. This positions your firm as a knowledgeable resource in your community.
2. Claim and Optimize Your Google My Business Listing
A Google My Business listing is one of the most effective tools for local SEO. Here’s how to make the most of it:
Claim Your Listing: If you haven’t already, claim your GMB listing and fill out all relevant information. This includes your firm’s name, address, phone number, and website URL.
Choose the Right Categories: Select categories that accurately represent your practice. This helps Google match your firm to relevant searches.
Add Photos: Including high-quality images of your office, team, and events can enhance your listing and make it more appealing to potential clients.
Collect Reviews: Encourage satisfied clients to leave positive reviews on your GMB listing. Responding to reviews, both positive and negative, demonstrates that you value client feedback and can build trust with potential clients.
3. Build Local Citations
Citations are online mentions of your business name, address, and phone number (NAP) across various directories and platforms. Consistency is key, as discrepancies can harm your local SEO. Here’s how to build local citations:
List Your Firm in Local Directories: Submit your firm’s information to relevant local and legal directories, such as Avvo, FindLaw, and local bar association directories.
Ensure NAP Consistency: Make sure your business information is consistent across all platforms. This includes your website, GMB listing, and all directories. Inconsistencies can confuse search engines and impact your ranking.
4. Focus on Online Reviews and Reputation Management
Online reviews significantly impact your firm’s visibility and credibility. Here’s how to manage your online reputation effectively:
Encourage Reviews: After a successful client engagement, encourage clients to leave reviews on your GMB listing and other review platforms. You can do this through follow-up emails or by providing a link to your review page.
Respond to Reviews: Engage with clients by responding to reviews. Thank clients for their positive feedback and address any negative reviews professionally and constructively. This shows potential clients that you care about their experiences.
5. Use Localized Content Marketing
Boosting your website’s content is essential to capturing search traffic and connecting with the right clients. While weaving in keywords is important, quality content is key: it should provide genuine insights or solutions that resonate with visitors. Whether you’re offering educational resources, tackling frequently asked questions, or explaining your services, content should serve as a valuable touchpoint for potential clients.
For example, you might publish an article titled, “Understanding Probate: What It Is and Why It Matters,” and another titled, “How to Hire An Attorney For My Probate.” Each piece has its own appeal—while the first might draw curious readers wanting to learn more about probate, the second could attract those actively seeking legal guidance for probate matters.
Crafting unique, easy-to-read content that conveys authority is essential, as is including a clear call-to-action (CTA) to encourage readers to take that next step and connect with you directly. This approach not only draws the right audience but positions you as the go-to resource for estate law guidance in your area.
Content marketing can significantly enhance your regional SEO efforts. Here’s how to approach it:
Write Blog Posts: Create informative blog posts about local estate planning laws, recent changes in legislation, and other relevant topics. This not only helps with SEO but positions your firm as a thought leader in the community.
Use Local Keywords: Incorporate local keywords into your content to enhance search visibility. For example, “estate planning laws in [City Name]” can be a good focus for blog posts.
Share Community Involvement: Highlight your firm’s involvement in local events, sponsorships, or community service. This showcases your commitment to the community and can attract local clients.
6. Mobile Optimization and User Experience
With the increasing use of smartphones for searches, optimizing your website for mobile users is crucial. Here’s how to ensure a positive user experience:
Responsive Design: Make sure your website is responsive and looks good on all devices. This not only helps with SEO but also enhances user experience.
Fast Loading Speed: A slow-loading website can deter potential clients. Use tools like Google PageSpeed Insights to identify and fix any loading speed issues.
Easy Navigation: Ensure that your website is easy to navigate, with clear calls to action and easily accessible contact information.
Measuring Success in Regional SEO
To assess the effectiveness of your regional SEO efforts, consider the following tools and metrics:
1. Google Analytics
Google Analytics provides insights into website traffic, user behavior, and conversion rates. Monitor key metrics such as:
Traffic Sources: Identify where your website traffic is coming from—whether it’s organic searches, referrals, or direct visits.
Geographic Data: Analyze the geographic locations of your visitors to ensure you’re attracting clients from your target region.
Conversion Rates: Track how many visitors are converting into clients, whether that’s through form submissions, calls, or consultations.
2. Google Search Console
Google Search Console allows you to monitor your website’s performance in Google search results. Key metrics to track include:
Search Queries: See which keywords are driving traffic to your site and their respective positions in search results.
Click-Through Rates (CTR): Analyze the CTR for your top-performing keywords to identify opportunities for improvement.
3. Local Rank Tracking Tools
Use local rank tracking tools like Moz Local or BrightLocal to monitor your firm’s rankings for targeted regional keywords. These tools provide insights into how well you’re performing in local searches.
4. Online Reviews and Ratings
Keep an eye on your online reviews and ratings across platforms. Tools like Reputation.com can help manage and analyze your online reputation, making it easier to respond to reviews and gather feedback.
Using Regional SEO strategies for law firms
As estate planning law becomes more competitive, regional SEO is a tactic you can use to your advantage. By optimizing your online presence for local searches, you can attract more clients, build trust, and ultimately grow your practice. Implementing the strategies outlined in this blog will help you enhance your visibility, improve client engagement, and establish your firm as a leader in your community.
As you embark on your regional SEO journey, remember that it requires ongoing effort and adaptation. The digital landscape is ever-changing, and staying ahead of the curve will ensure your estate planning law firm thrives in the long term.
Ready to capture more clients for your law firm using your online presence? Reach out to Lawyers with Purpose to see what kind of marketing support we can provide under our membership levels. You may book a law firm assessment here.
WORDS: Saima Omar
Saima Omar is a seasoned SEO Content Marketing Manager and qualified journalist with a background in crafting high-impact content strategies for startups and scale-ups. She specializes in SEO for industries like legal, fintech, and consumer, helping businesses boost visibility and drive targeted growth through tailored content.
For our aging society, the importance of proper asset protection cannot be overstated, particularly concerning long-term care needs. A Medicaid Asset Protection Trust (MAPT) is essential for individuals looking to secure their assets while qualifying for Medicaid benefits.
This blog will look into the functionality, benefits, and specific features of MAPTs, particularly our innovative iPugⓇ (Irrevocable Pure Grantor) Trust, which stands out for its flexibility and popularity in Medicaid planning.
At Lawyers With Purpose, we stress the importance of turning your law firm into a business, and give your handy tools, trackers and calculators to teach and show you how to become more purposeful and profitable. We use proven tactics that will not only help you market your estate planning services in various ways. All in the hopes of getting you more qualified leads.
Document drafting is the backbone of estate planning, translating your clients’ wishes into legally sound instruments that ensure their intentions are carried out to the letter.
Whether you’re meticulously crafting each document by hand or leveraging the efficiency of automated software, the stakes are high—errors can lead to unintended consequences that may jeopardize an entire estate plan.
At Lawyers With Purpose, our success is deeply rooted in a set of core values that shape both our personal and professional lives. These guiding principles are more than just ideals—they are the bedrock of our community and the key to building a thriving law firm. Here’s how our unique set of core values—Open, Curious, Aware, Collaborative, Adaptable, and Generous—can drive your firm’s success.
