Dave Zumpano

The Business Side Of Law: Dave Zumpano Of Lawyers With Purpose On 5 Things You Need To Create Or Lead A Successful Law Firm

by David J. ZumpanoGuidr
Dave Zumpano

Dave Zumpano, LWP Founder and CEO, was recently interviewed for Authority Magazine.

“Law school primarily prepares lawyers for the practice of law. But leading or starting a law firm requires so much more than that. It requires the entrepreneurial skills that any CEO would need to run a business; How to manage personnel, how to hire and fire, how to generate leads, how to advertise, how to manage finances, etc. On the business side of law, what does an attorney need to know to create a successful and thriving law practice? To address these questions, we are talking to successful law firm principals who can share stories and insights from their experience about the ‘5 Things You Need To Create Or Lead A Successful Law Firm’.

As a part of this series, we had the pleasure of interviewing David J. Zumpano.

David J. Zumpano is the owner and founder of The Estate Planning Law Center which currently serves as a ‘model law firm’ to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law. In addition to his law firm, Dave is Founder of Lawyers With Purpose, LLC and Co-founder of Guidr.“

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Estate Plan Advisor

by Guidr

What Is It

The Estate Plan Advisor is Guidr’s newest lead-generation tool. It is a series of questions asked to the client to determine what is important to them. This is similar to LWP’s Estate Plan Audit, often conducted at the Vision Meeting. Based on their answers to these questions, Guidr will recommend either the Essentials (a Will, Health Care Directive and Power of Attorney), a Revocable Trust Plan, or an Asset Protection Plan.

Guidr is not yet able to draft Trusts, so the Estate Plan Advisor will encourage the user to complete the Essentials online through Guidr, but then refer them to your firm to meet and complete a Trust in the traditional manner.

The Benefits

  • Generates leads who recognize the value of trust planning, and have already expressed interest in trust planning based on what’s important to them.
  • Guidr will provide the Essentials documents, saving your firm valuable drafting and signing time
  • Guidr will also collect financial information, similar to what you typically receive on the LWP Personal & Financial Information Form, giving your firm a head start in the first meeting with the client

How It Works

  • Client will be presented with options:
    • The Essentials plan for bundled savings, or any of the three documents individually
    • The personal estate plan advisor
    • The Asset Protection Analysis
  • If they choose personal estate plan advisor, it will ask them a series of questions about themselves, their spouses (when applicable), their children (when applicable), and what is important to them.
  • Based on those answers, the EPA will recommend either the Essentials, a Revocable Trust, or an Asset Protection Trust
  • The EPA will also recommend certain add-ons based on those answers as well
    • The client will be able to add or remove add-ons as well
  • If the client selects the Essentials Plan, everything will move through the normal process
  • If the client selects the revocable or asset protection plan, they will move through the Essentials interview AND they will get asked a series of financial questions
    • The financial questions will basically fill in a PIF for the attorney to use at their meeting
  • Client will finish the interview, and complete their Essentials documents; the law firm will be notified that someone has opted for a trust plan
  • The law firm will reach out to the client to schedule a Vision meeting
  • The law firm will meet with the client in the traditional manner, sign a separate engagement agreement, and quote their trust fees accordingly

Ready to Use Guidr in Your Practice?

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