For many estate planning practices, Medicaid planning is seen as a “nice to have” add-on. But the firms that treat it as a core revenue stream are the ones that outperform their peers. By positioning Medicaid planning (and integrated trust strategies like iPug®) as a standard service line, your firm
When attorneys compare legal tech or estate planning drafting software, it’s tempting to pick the tool with the broadest feature set. But for estate planning practices, that often leads to compromise: missing features, workarounds, and inefficiency. In contrast, specialized estate planning drafting software is built for your unique needs. Why
The practice of estate planning has always been about precision, strategy, and trust. But in today’s legal world, precision alone isn’t enough. Clients expect faster results, flawless documentation, and a seamless experience. Attorneys, meanwhile, are balancing complex laws, competitive pressures, and the daily grind of running a business. That’s where
“According to the ABA’s 2025 Legal Technology Survey, 73% of law firms now utilize cloud-based legal tools, making document management and practice management among the fastest adopted categories.” Estate planning has always been complex. Attorneys juggle tax rules, Medicaid eligibility, probate timelines, and client expectations, all while trying to run
Estate planning has always been about more than documents created using Estate Planning Software. Clients don’t just want a will or a trust—they want peace of mind. They want clarity. They want to know that their attorney understands not just the law, but the strategy behind protecting what matters most.
You’re running an estate planning business. You’re booked solid with client work. Your inbox is overflowing. Your calendar is maxed out. But despite how busy you are, your revenue still feels unpredictable. Sound familiar? If you’re like most estate planning attorneys we talk to at Lawyers With Purpose, you’re not
Let’s talk Revenue Goals for Your Estate Planning Practice. Most estate planning attorneys set revenue goals. Far fewer know how to reach them. And it’s no wonder, goals alone don’t build a thriving practice. Without a clear roadmap, many attorneys find themselves stuck in reactive mode, juggling client work, marketing,
Running an estate planning practice is no small feat. Between intake calls, drafting, client meetings, and follow-ups, it’s easy for things to slip through the cracks. Without clear systems, firms fall into the trap of reactive chaos, where every matter feels like an emergency, deadlines creep up, and clients notice
Running an estate planning law firm is supposed to be fulfilling. You get to help families protect their futures, build legacies, and find peace of mind. But for many attorneys, the reality looks very different: Sound familiar? You’re not alone. In fact, studies show that law firm bottlenecks cost firms
For many families, the high cost of long-term care comes as a shock. With the national average for a nursing home room exceeding $8,500 per month (Genworth Cost of Care Survey, 2023), even well-prepared clients can see their life savings vanish in a matter of months. That’s where Medicaid planning
When major Medicaid policy changes hit the headlines, the focus is often on coverage loss and cost savings. But what doesn’t always make the news, and what families feel first, is a gradual erosion of care quality that begins long before a facility closes or a service line is dropped.
Last week, the “Big Beautiful Bill” was signed into law—and while many provisions tighten Medicaid eligibility or reduce reimbursement, not everything in the legislation was a cut. One headline worth watching: a $50 billion investment in rural health care
