Medicaid Planning Revenue Practice Management

Medicaid Planning as a Growth Engine: How Estate Firms Unlock Predictable Revenue & Client Loyalty

by MedicaidUncategorized

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 can capture more cases, generate recurring fees, and deepen client retention.

In this post, we’ll dig into hard numbers, operational levers, and a roadmap for turning Medicaid planning into a growth engine for your practice.

The market is enormous — and growing

  • In 2022, the U.S. spent over $415 billion on long-term services and supports (LTSS). Medicaid covered more than 61% of that total. KFF
  • Long-term care costs continue to soar: between 2023 and 2024, the median cost of a private nursing home room rose ~9%, assisted living rose ~10%, and in-home care also increased. Berger Estate & Elder Law P.A.
  • The global elder law / senior-services legal market is projected to double from ~USD 3.6 billion in 2023 to ~USD 7.2 billion by 2033. DataHorizzon Research
  • Many clients mistakenly believe Medicare will cover long-term care. In reality, Medicare’s coverage is limited — placing Medicaid, private pay, and planning at the center of the need. KFF

These numbers indicate a huge demand for Medicaid planning — and a wide gap between that demand and the number of firms offering that service (especially in more sophisticated, compliant ways).

The revenue potential: unit economics and lifetime value

To make the business case clear, let’s break down typical revenue per Medicaid planning client and how recurring fees emerge.

Upfront / project fees

Depending on complexity, Medicaid planning engagements can command fees ranging from $3,000 to $15,000+, especially in cases involving:

  • Married couples with multiple asset classes
  • Trust structuring (iPug®, irrevocable trusts)
  • Medicaid-compliant annuities, promissory notes, QITs (Qualified Income Trusts)
  • Look-back period “repairing” or restructuring older gifts or transfers

(Elder law / Medicaid planning sources often cite those ranges) medicaidplanningassistance.org

So if your firm closes 10 Medicaid planning cases per year at an average of $6,000, that’s $60,000 of new revenue from that service line alone.

Recurring / maintenance revenue

Beyond the project itself, there’s ongoing value:

  • Annual Medicaid recertification and eligibility reviews
  • Trust / asset management and updates over time
  • Updates due to law changes, regulatory shifts, and state-specific rule revisions
  • Additional related planning (e.g., estate, incapacity, elder care litigation)

Thus, a single client might produce fees year after year — not just a one-time engagement. That shifts your business from one-off transactions to lifetime client relationships.

Scaling effects & margin improvement

Because Medicaid planning relies heavily on systems and processes (calculations, document generation, workflows), the marginal time per additional case drops over time. As the team becomes proficient and uses integrated tools (like STEPS™), your effective hourly rate rises.

Firms that build a pipeline of Medicaid cases often see their profit margins jump 15–25% (versus pure estate planning) because there is less “new legal research” and more trust in repeatable workflows.

Operational advantages: integration, automation, control

Adding Medicaid planning doesn’t have to mean chaos. The firms that succeed do so by embedding it into their systems and technology stack.

1. CRM & client journey integration

  • Track each client’s timeline (e.g. projection of when they’ll cross state eligibility thresholds, trust funding deadlines, look-back windows)
  • Automate reminders for reviews, follow-ups, or documentation updates
  • Monitor where each client is in the Medicaid plan / trust funding lifecycle

This turns Medicaid planning from a “siloed project” into part of a unified client lifecycle.

2. Automated calculation engine

Using software like STEPS™ (or equivalent), you eliminate reliance on manual spreadsheets or ad hoc calculators. Your attorney or staff simply input client data, and the system generates:

  • Eligibility projections
  • Penalty period / look-back assessments
  • Asset protection scenarios
  • Document drafts ready for review

This reduces error, speeds up delivery, and ensures consistency.

3. Document automation and templates

Trust documents, promissory notes, caregiver agreements, QITs, and ancillary documents are generated automatically, with state-specific logic layered in. That means less drafting, fewer custom one-off adjustments, and faster turnarounds.

4. Training, protocols & playbooks

Firms that scale Medicaid planning build standard operating procedures: checklists for intake, risk review, quality control, client education materials, and internal staff workflows. This consistency reduces bottlenecks and ensures smooth handoffs.

Risk mitigation & ethical compliance

Adding Medicaid planning brings regulatory and ethical responsibilities, but good systems mitigate many of those risks:

  • Built-in compliance checks (look-back analysis, disallowed transfers)
  • Audit trails and versioning of calculations and documents
  • Legal updates and rule changes pushed via the software so you never rely on stale rules
  • Client consent protocols and disclosures baked into templates
  • Staff training on jurisdictional differences

Firms that do Medicaid planning well treat compliance as a selling point: “We use tools that safeguard against audit risk and adhere to each state’s statute.”

A pragmatic rollout strategy

Here’s a suggested phased roadmap to adding Medicaid planning:

PhaseFocusKey Actions
Pilot / Proof-of-ConceptSelect a handful of trusted clients or pro bono casesUse STEPS ™ internally, test workflows & document generation
Core OfferingMarket the service to existing clientsBundle Medicaid planning as an add-on or “upgrade” in your estate plan packages
Scale & TrainBring staff or junior attorneys into the processEstablish SOPs, automation, delegation, QC checkpoints
Referral NetworkBuild referral sourcesAlign with CPAs, geriatric care managers, financial planners
Metrics & Feedback LoopMonitor KPIsTrack # of leads, close rates, average fee, recurring revenue, client satisfaction, error rates

Turning Client Need into Firm Growth

As long-term care costs continue to rise, clients are desperate for guidance, and they’re willing to pay for trusted legal expertise that protects what they’ve built. For estate planning firms, that creates both an obligation and an opportunity.

Medicaid planning isn’t just about helping clients qualify for care, it’s about positioning your firm as the go-to advisor for life’s most financially critical transitions. By integrating proven tools like LWP’s STEPS™ software and automated trust drafting systems into your workflow, you eliminate the guesswork, save time, and generate a measurable lift in both efficiency and profitability.

Every Medicaid case you handle builds recurring revenue through annual reviews, refilings, and trust maintenance, while deepening your client relationships and referral base. And with the aging population accelerating, firms that establish a systematized Medicaid offering today will be those best positioned for sustainable, predictable growth tomorrow.

The choice is simple: keep competing in a crowded estate planning market—or stand apart as the firm that helps families protect assets, qualify for care, and plan with confidence.

👉 Explore how Lawyers With Purpose can help you integrate Medicaid planning, automation, and business growth strategies into your practice. Schedule a discovery call today or email info@lawyerswithpurpose.com to learn more.

Medicaid Planning Revenue Practice Management

How to Set Realistic Revenue Goals for Your Estate Planning Practice And Actually Reach Them

by Uncategorized

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, and management with no idea if they’re actually on track to hit their targets.

estate planning practice revenue goals

That’s why we created the Estate Planning Practice Revenue Calculator at Lawyers With Purpose (LWP), a powerful, practical tool that helps attorneys reverse-engineer their revenue goals and align their daily efforts to meet them. In this guide, we’ll walk you through how it works, what to prepare, and how attorneys like you are using it to stop guessing and start growing.

We’ll also share insights from Amanda Bossow, LWP Director of Practice Management, who’s helped dozens of firms shift from survival mode to scalable success using this tool.

Revenue Goals for Your Estate Planning Practice: Why Revenue Goals Alone Aren’t Enough

Let’s be real: “I want to earn $500,000 this year” sounds great… but it doesn’t mean much on its own.

The real questions are:

  • How many clients do you need to serve to get there?
  • Do you have the capacity to serve them?
  • What should your team be doing weekly to stay on track?
  • How much time do you actually have for marketing and business development?

Without clear answers, revenue goals stay in dreamland. They don’t drive decisions. They don’t help you prioritize. They don’t tell you what to do today.

Amanda Bossow puts it this way:

“Most attorneys set goals based on what they want to earn but have no true understanding of the time and operational structure required to reach it. They underestimate how much time client work consumes and overestimate how much time they have left for marketing, management, or scaling.”

That’s where the Estate Planning Practice Revenue Calculator steps in.

Meet the LWP Revenue Calculator: Clarity Over Guesswork

The LWP Revenue Calculator is actually two integrated tools: the Revenue Focuser and the KPI Focuser.

Together, they help you:

  • Clarify your financial targets
  • Translate those goals into client work and time
  • Identify marketing and hiring needs to keep the pipeline full
  • Track the right metrics to course-correct every single week

Let’s break it down.

Revenue Focuser – Reverse-Engineer Your Revenue

Here’s what it does:

  • Lists your services and average fees
  • Tracks how many attorney/team hours go into each service
  • Calculates how many of each service you need to sell to reach your revenue goal
  • Shows your total time capacity—and whether your team structure supports the goal
  • Identifies your “efficiency factor”: how much time is being spent in the business versus on the business

KPI Focuser – Predictable Growth Starts Here

Once your revenue goal is mapped out, the KPI Focuser helps you track:

  • How many consultations (Vision Meetings) you need based on your close rate
  • How many marketing contacts it takes to get those meetings
  • How many team members or hires are needed to support the workload
  • Weekly, monthly, and quarterly KPIs across marketing, sales, and fulfillment

The result? A plan that’s not based on hope, but on math.

“It connects the work being done to the revenue being earned, then measures how efficiently the firm operates,” Amanda explains. “Then the KPI Focuser adds the missing piece: how to keep the pipeline full.”

What You Need Before You Start: Revenue Goals for Your Estate Planning Practice

To use the calculator, you’ll need some basic numbers. Don’t worry if they’re not perfect—the point is to start with estimates and refine over time.

Here’s what to gather:

  • Your monthly revenue goal (including salary, expenses, and desired profit)
  • Average fees for each service you offer
  • Time estimates for how long each service takes (for both you and your team)
  • Close rate for consultations (Vision Meetings)
  • Marketing conversion rates (e.g., workshop attendees to consultations)
  • Weekly work hours available for both attorney and team members

What Attorneys Learn When They Use It

Attorneys using the Revenue Calculator often have “aha” moments that shift their entire mindset. Here are some of the most common:

1. You’re Doing Too Much

Many attorneys realize they’re spending 90% of their time on client work, leaving little room for growth activities like marketing, training, or leadership. That’s a recipe for burnout, not scalability.

2. Your Team Is Underutilized

By delegating more to team members (especially non-revenue generating tasks), you unlock time for Vision Meetings and marketing—the key activities that grow your firm.

3. Your Pricing Needs a Reality Check

Some attorneys discover they’re undercharging for services that require too much time, or pricing inconsistently across their offerings.

4. Your Close Rate Isn’t What You Thought

It’s common for attorneys to overestimate their close rate, meaning they assume fewer leads are needed than reality demands.

“These tools don’t judge you,” Amanda says. “They simply show where small tweaks can create massive results.”

Amanda’s Real-Life Example: From $120K to $170K/Month

One firm using the calculator realized they needed $150,000/month in revenue to hit their targets. After mapping their services, pricing, and time capacity, they uncovered two critical gaps:

  • The attorney was spending 90% of their time in fulfillment
  • They had no structured time for marketing or consultations

By restructuring their team responsibilities and freeing up 30% of the attorney’s time, they were able to:


✅ Add workshops
✅ Run more Vision Meetings
✅ Qualify prospects more efficiently

Within 8 months, the firm grew from $120,000 to $170,000/month, without adding more chaos.

“The attorney started acting like the CEO of the firm, not just the technician,” Amanda shares.

Turning Insight Into Action: Your Weekly Growth Plan

Once you’ve completed the calculator, it’s time to operationalize it. Here’s how to take your insights and apply them:

1. Protect Time for Revenue Activities

Block your calendar for:

  • Vision Meetings (based on how many are needed monthly)
  • Signing meetings
  • Marketing activities

2. Set KPIs and Review Them Weekly

Establish clear weekly KPIs for:

  • Leads generated
  • Consultations held
  • Services sold
  • Efficiency percentages

Track them weekly—not just monthly—so you can adjust before things go off track.

3. Assign Ownership

Don’t try to do it all yourself. Assign a team member to track KPIs, manage the calendar, and keep you accountable.

“Focus on trends, not perfection,” Amanda advises. “Progress over time matters more than short-term misses.”

It’s Not Just a Tool: It’s a Mindset Shift

Using the LWP Revenue Calculator isn’t just about numbers—it’s about stepping into your role as the business owner, not just the lawyer.

You’ll stop chasing revenue and start designing it. You’ll make strategic decisions with clarity. You’ll finally be in control of your firm’s growth.

“It reframes the role of the attorney from ‘doer of all things’ to ‘strategist of firm growth,’” Amanda says. “You start managing like a CEO.”

You Don’t Have to Do It Alone

At LWP, we don’t just hand you the calculator and wish you luck. We offer:

  • Coaching programs to help you interpret and apply your numbers
  • Implementation calls to troubleshoot bottlenecks
  • Operational training so your entire team is aligned

Our community of attorneys and expert coaches will support you as you use data to build a sustainable, profitable, and fulfilling practice.

Ready to Build Revenue In Your Estate Planning Practice You Can Count On?

The Estate Planning Practice Revenue Calculator is your starting point.

  • Get clear on your revenue goals
  • Understand the real workload behind them
  • Identify the KPIs that matter
  • Align your time, team, and tactics with precision

Don’t keep guessing. Start growing. Reach out if you would like to have a member of our team run through the revenue focuser for your practice with you, and show you what is achievable. 

FLOWS3

How to Automate Your Estate Planning Law Firm with FLOWS™ Workflow Systems

by Uncategorized

You didn’t become an estate planning attorney to be a full-time firefighter.

But if you’re constantly chasing missing documents, repeating tasks, or unsure who’s doing what in your firm… then firefighting is exactly what you’re doing.

The culprit? A lack of systems.

At Lawyers With Purpose (LWP), we’ve seen it time and time again: brilliant attorneys stuck in the weeds because their firm runs on hustle instead of process. That’s why we created FLOWS™—Focused Legal Operations & Workflow Systems. It’s not just a tech solution—it’s a proven way to turn your law firm into a high-functioning business.

What Is FLOWS™?

FLOWS™ is a fully integrated, cloud-based workflow engine designed specifically for estate planning, asset protection, Medicaid planning, and probate practices. It’s been refined over 25 years by practicing attorneys who knew there had to be a better way.

Instead of starting from scratch (or worse, winging it), FLOWS™ gives you:

  • Step-by-step systems for client intake, estate planning, Medicaid qualification, trust admin, and more
  • One-entry data that populates across your documents, saving hours
  • Live dashboards to track client progress, team output, and firm financials
  • Accountability tools so no ball ever gets dropped

Imagine Your Firm Without the Fire Drills

  • No more bottlenecks at the document drafting stage
  • No more unclear next steps for clients
  • No more “I thought you were handling that” moments
  • No more wasting time chasing paper trails

Instead, imagine clarity. Momentum. Confidence. You’ll be free to grow your business—or actually take a day off—knowing the engine is running.

Systems Scale. People Burn Out.

Your team is not your system. If your firm relies on a single paralegal or assistant to “remember everything,” your business is on shaky ground. FLOWS™ gives your entire team clarity, structure, and purpose.

This isn’t about becoming a tech company. It’s about running your law firm like a real business.

Don’t let another day go by reacting to chaos.
 Book your FLOWS™ demo today and start building a practice that runs with precision—and purpose.

[Book a Demo Now]

Cloud-based Estate Planning Software For Law Firms

Why Lawyers With Purpose Is the Missing Piece in Your Law Firm’s Success

by Uncategorized

Most estate planning attorneys go into practice to make a difference—to help families protect what matters most. But somewhere between client meetings, court filings, marketing, staff management, and billing, the dream can get buried under the daily grind.

That’s where Lawyers With Purpose (LWP) comes in.

LWP isn’t just another coaching program or software platform. It’s a complete ecosystem designed to help estate planning, asset protection, and Medicaid planning attorneys build profitable, sustainable, client-focused firms, without burning out.

From “Practicing Law” to Building a Business

Law school teaches you the law. It doesn’t teach you how to run a business, lead a team, or create systems that allow your firm to grow beyond you. LWP fills that gap.

With LWP, you get access to step-by-step frameworks that show you how to deliver consistent, high-value services, how to price with confidence, how to measure your firm’s performance, and how to build a client experience that sets you apart. It’s not theory—it’s a proven path built by attorneys, for attorneys.

Tools That Power Real Results

LWP provides more than ideas. It equips you with the tools to put them into action.

Our proprietary STEPS™ software helps you generate legally sound, fully customizable estate planning documents with precision. Our FLOWS™ systems give you repeatable workflows to streamline operations and delegate effectively. You also get access to Patented Medicaid qualification tools that simplify complex eligibility strategies and ensure your clients get the care they need—without losing everything they’ve worked for.

Plus, our iPUG® Trust gives you a powerful asset protection solution you can offer clients right away, creating immediate value for your firm.

Ongoing Coaching & Community Support

LWP isn’t a one-and-done training. It’s an ongoing partnership.

Our members receive live coaching, access to expert-led webinars, customizable marketing materials, and a vibrant community of attorneys who share openly and support one another’s growth. Whether you’re launching your practice or scaling to multiple locations, you’re never alone. You have expert mentors, practical tools, and a trusted sounding board at every stage.

Designed for Profitability and Balance

Perhaps the greatest value LWP offers is helping attorneys reclaim their time and peace of mind. With the right systems in place, your firm no longer depends on you doing everything. You can focus on high-level strategy, connect more meaningfully with clients, and even take time off, knowing your practice is running smoothly.

Your Firm. Your Way.

At the end of the day, LWP exists to help you build the law firm you imagined when you started, profitable, impactful, and aligned with your values.

If you’re ready to stop running a firm that runs you and start building one that fuels your purpose, LWP is your next step.

Request a practice assessment to identify your blind spots and achieve your goals here. 

5 star reviews

What Our Members Say About Lawyers With Purpose 

by Uncategorized

At Lawyers With Purpose, we focus on more than just legal tools — we’re here to help estate planning attorneys turn their expertise into thriving, sustainable businesses. That means talking about systems, strategy, software, coaching… and yes, revenue.

We know that for some, talking about money can feel uncomfortable. But it shouldn’t. Building a profitable practice doesn’t mean compromising your values,  it means creating a business that supports your clients, your team, and your life. That’s why we encourage a mindset shift as part of the journey.

Our long-time members have embraced that shift,  and the results speak for themselves. They’ve built practices that are not only profitable, but purpose-driven.

We recently asked a few of them to share how LWP has shaped their growth. Their stories are honest, insightful, and full of encouragement for any attorney ready to make the leap.

Here’s what they had to say.

Real Impact. Real Results.

1. Mindset & Confidence

“I have developed a level of comfort and understanding that I will be successful… as long as I continue improving both my professional skills and the business practices LWP introduced me to.”

“Since joining LWP, my mindset has changed for the better. I know the ‘numbers’ of my business and focus on growing in an intentional manner.”

For many members, LWP was the shift from surviving to thriving — from hoping the practice works, to running it with clarity and confidence. That includes financial visibility, structured growth, and seeing possibility where there was once burnout or fear.

2. Systems That Stick

“The implementation of a real estate planning system has been huge. It’s given me confidence, consistency, and clarity.”

“LWP’s workflows and task management keep us on track so nothing falls through the cracks.”

Our tools don’t sit on the shelf. They’re put to work every day — from managing case flow to calendaring to document drafting — helping attorneys and their teams run like clockwork.

3. Coaching & Community

“The combination of coaching and support has helped me overcome self-limiting beliefs.”

“Being a solo attorney can be isolating. My coaching calls with Candy and Phil helped me grow a firm I never imagined I could build on my own.”

At LWP, members aren’t just getting advice — they’re getting partners. Coaches like Phil Miner, Candace Pollack, and Britt Shearin offer a sounding board, accountability, and strategies tailored to your goals.

4. Education That Goes Beyond the Basics

“The LMS system has been essential — the quick videos and Zoom calls helped me grow into a role no one at our firm had ever done before.”

“Training modules helped us onboard new team members faster and more consistently.”

From Medicaid to marketing, from workshops to workflows — our education platform and events like TAPER offer real-time, practical training that meets firms where they are.

5. Tools That Power Practice Growth

“The document drafting system is constantly updated with changes in the law. That’s a huge time-saver.”

“IPUG training helped me expand my planning toolbox and reach more affluent clients.”

Our STEPS™ software, document automation tools, and IPUG® training don’t just keep you compliant — they open the door to new opportunities and more profitable planning.

Want to join Lawyers With Purpose? 

Ready to build a law practice that’s profitable, sustainable, and aligned with your values? Join Lawyers With Purpose and get the coaching, tools, systems, and community support you need to grow with confidence. Whether you’re just getting started or looking to scale, we’re here to help you turn your legal expertise into a purpose-driven business. Let’s build it—together.

We actively address best practices and industry changes in the legal industry and turn them into opportunities for actionable automated or digital systems to help you grow your estate planning firm.

Tailored Support & Training For Our Members

Our Teach, Show, Do, Go™ strategy ensures you and your team receive the training and support needed to excel. We offer live, virtual, and digital training sessions to equip you with legal strategies, marketing tactics, and operational efficiencies. We go beyond coaching and lead generation by offering in-depth education on managing and measuring business performance. Our tools such as the revenue forecaster, KPI scorecards and business reports, are designed to help you understand your business goals and enhance every aspect of your practice to ensure you reach or exceed those revenue goals.

LWP Proven Path to Success:

1. Assessment: We start by understanding your current practices, identifying areas for improvement, and setting clear benchmarks.

2. Strategy: Together, we’ll develop a tailored business focused strategy to enhance your operations, marketing, & professional development.

3. Performance: Engage in regular growth calls and ongoing development to keep you and your firm on the path to success.

4. Community: Connect with a network of like-minded professionals through our ListServ, exclusive webinars, and the The Annual Practice Enhancement Retreat (TAPER). (Generous knowledge sharing)

5. Accountability: Get the necessary support with 1:1 and group sessions, real-time tracking of your progress, and actionable tips to keep you on track to take your business into a highly profitable level.

To get started, you may book a law firm assessment using this link. 

iPug® Trusts

Why Estate Planning Attorneys Should Include iPug® Trusts as an Offering to Clients

by Uncategorized

Estate planning is no longer a one-size-fits-all service. Clients today expect solutions that are as dynamic as their lives—and as protective as their legacy demands. That’s why the iPug® Protection Trust, offered exclusively through Lawyers With Purpose (LWP), should be in every estate planning attorney’s toolkit.

This isn’t just another trust. The iPug® is a flexible, client-centered, and protection-rich tool that solves the two most common client concerns in estate planning: How do I protect my assets without giving up control? And, How do I plan for long-term care without losing everything I’ve built?

Here’s why estate planning attorneys should not only understand the iPug® Trust — but actively offer it.

1. It Solves the Control vs. Protection Dilemma

Traditional irrevocable trusts require clients to hand over the reins. But that’s not what most clients want, especially business owners, real estate investors, or parents with blended families.

Since 2001, the iPug® Trust has broken the traditional planning mold by:

  • Utilizing much simpler individual state common law than the complicated laws associated with the few states that offer specific Domestic Asset Protection Statutes
  • Allowing the client to serve as their own trustee
  • Letting clients control investments and distributions
  • Permitting modification of beneficiaries and other key trust terms
  • Delivering asset protection from creditors, lawsuits, and long-term care costs

Bottom line: Clients don’t have to choose between control and protection, they can have both, and have been getting it successfully since 2001.

2. It Meets a Growing Demand for Long-Term Care Planning

With nursing home costs skyrocketing and Medicaid eligibility rules tightening, your clients need proactive strategies to protect their assets before they face a care crisis.

The iPug® Trust:

  • Starts the Medicaid look-back clock at funding
  • Shields assets while complying with Medicaid transfer rules
  • Enables clients to qualify for care while preserving wealth for the needs they may incur that Medicaid does not pay and to provide a legacy to their family

Offering the iPug® Trust means you’re helping clients prepare for the real financial risks of aging, without last-minute stress.

3. It’s Built for Flexibility and Customization

No two families are alike, and no estate plan should be, either. The iPug® Trust was designed for customization at every level, including:

  • Income-only, control-only, or hybrid structures (MIT™, FIT®, KIT®)
  • Spousal access and second marriage protections
  • Post-death IRA sub-trusts
  • Business interest shielding and high-risk asset separation
  • Extended protection for multiple generations

Through LWP’s STEPS™ software, attorneys can create a tailored iPug® Trust in a fraction of the time of traditional drafting, all while delivering a more personalized client experience.

4. It’s a Market Differentiator for Your Practice

Many attorneys offer boilerplate living trusts or basic irrevocable strategies. Few offer a proprietary solution like iPug® that’s:

  • Legally sound
  • Medicaid-conscious
  • Tax-efficient
  • Fully customizable
  • Client-controlled

By offering iPug®, you position yourself as a forward-thinking estate planner who delivers results, not just documents.

5. It Strengthens Lifetime and Legacy Planning

The iPug® Trust isn’t just about protecting today; it’s about securing tomorrow. With the ability to:

  • Protect assets for special needs beneficiaries
  • Prevent inheritance loss due to divorce or lawsuits
  • Create multi-generational protection and control
  • Preserve vacation homes and family businesses 
  • You’re helping clients pass on more than wealth—you’re helping them pass on security and intention.

It’s Time to Add iPug® to Your Offerings

The iPug® Protection Trust represents a smarter, more client-centered approach to estate planning. It gives clients what they want, control, protection, flexibility—while giving you, the attorney, a tool that’s legally robust, easy to draft, and deeply valuable.

If you’re an estate planning attorney looking to offer more than “just a trust,” it’s time to integrate the iPug® into your practice. With LWP’s tools and training, you’ll be able to deliver customized solutions that grow your firm and protect your clients in ways traditional planning simply can’t.

Ready to learn more about offering the iPug® Trust?
Book a demo of LWP’s STEPS™ software or attend a live training session to see how this powerful trust fits seamlessly into your process.

estate planning attorney website

Your Website Is Just the Beginning: Why Ongoing Marketing Matters for Estate Planning Attorneys

by Uncategorized

In estate planning, your clients aren’t just hiring you for your legal knowledge. They’re placing their trust, and their legacy, in your hands.

But long before they ever sit across from you in a conference room or show up on a Zoom call, they meet you online. Your website is their first glimpse into who you are, what you offer, and whether you’re the right attorney to guide them.

Read more: Your Website Is Just the Beginning: Why Ongoing Marketing Matters for Estate Planning Attorneys

And yet, a website is not enough.

A beautiful, well-written site will help, but if it just sits there without a marketing strategy to support it, you’re leaving opportunity on the table.

In this post, we’ll explore:

  • Why a high-quality, current website is essential for estate planning attorneys
  • How failing to maintain your website can quietly harm your practice
  • Why marketing can’t be an afterthought anymore
  • How Lawyers With Purpose supports firms with tools, strategy, and systems designed to turn websites into revenue

Whether you’re a solo practitioner or running a multi-attorney firm, your digital presence plays a critical role in your growth—and it’s time to make sure it’s working for you.

The Website Is the New Waiting Room

Most clients begin their estate planning journey online. They might search for “estate planning attorney near me” or “do I need a will or a trust?” and if your firm doesn’t show up at that moment, you’re already out of the running.

Your website functions as:

  • A digital handshake
  • A 24/7 receptionist
  • A hub for information, education, and conversion

But more importantly, it sets the tone. If your site is outdated, confusing, or slow to load, it signals that your firm may be behind the curve.

On the other hand, a professional website with clear messaging, intuitive navigation, and valuable content helps potential clients feel confident before they even reach out.

But the Website Alone Doesn’t Drive Growth

Let’s be clear: even the best-designed website won’t generate leads if no one sees it.

Too often, estate planning attorneys fall into the trap of treating their site like a one-time project. They launch it, maybe post a few blogs, and hope it attracts traffic. But a website without an ongoing marketing strategy is like a car with no fuel.

To drive growth, your site needs support from a consistent marketing system that:

  • Attracts new visitors through search and content
  • Captures leads with compelling calls to action
  • Nurtures relationships with email follow-up
  • Converts qualified prospects into paying clients

And that system doesn’t have to be complicated. But it does have to be intentional.

The Risks of Letting Your Website Sit Idle

Failing to maintain or update your website can lead to several business challenges that go unnoticed until it’s too late:

1. Outdated content signals neglect.
 If your blog posts are from 2019, your readers may wonder whether you’re keeping up with legal trends or even actively practicing.

2. SEO performance declines.
 Search engines reward fresh, relevant content. Without regular updates and optimization, your site will gradually fall in rankings.

3. Missed client expectations.
 If your site doesn’t clearly outline your services, pricing model, or approach, you risk attracting the wrong leads—or losing the right ones.

4. Missed conversion opportunities.
 Broken links, slow loading times, or confusing layouts can frustrate visitors and cause them to leave before contacting you.

In short, your website is a living part of your business. And like any living thing, it requires regular care.

Marketing Is Not Optional Anymore

In the past, estate planning practices could grow on referrals alone. But today’s legal consumers are more digital, more skeptical, and more selective than ever.

Your competitors aren’t waiting around. Many are investing in social media, blogging, email marketing, webinars, and targeted ads to reach the exact same clients you’re trying to attract.

To stay competitive, you need:

  • A professional brand image across all channels
  • A pipeline of educational content that positions you as the trusted authority
  • A lead generation and follow-up system that works while you’re in client meetings
  • Performance tracking tools to know what’s working—and what’s not

That’s where the Lawyers With Purpose Marketing Membership comes in.

How LWP Helps You Build a Marketing System That Works

At Lawyers With Purpose, we understand the unique challenges estate planning attorneys face when it comes to marketing. You’re busy managing client work, compliance, team training, and firm operations. Marketing often ends up last on the list.

That’s why we created a dedicated Marketing Membership to make marketing more accessible, more effective, and more aligned with your firm’s long-term goals.

This membership can be added to any LWP plan, or accessed through our Growth and Robust membership levels and gives you access to both foundational and advanced marketing tools.

Let’s look at what’s included.

The Do-It-Yourself Marketing Toolkit

For attorneys ready to take control of their marketing without starting from scratch, the DIY Toolkit includes:

  • Website Lead Generation Booster Packages
     Pre-written content and strategies focused on estate planning, elder law, and probate to help you attract more leads directly from your site.
  • Monthly Newsletters
     Keep in touch with your audience and stay top of mind with customizable, client-friendly newsletters.
  • Professional Brochures
     A full library of printable and digital brochures that communicate your services clearly and credibly.
  • Blog Library
     Dozens of pre-written blog posts that you can use as-is or personalize to your voice and region—saving hours of content creation time.
  • Workshop Email Follow-Up Series
     Turn workshop attendees into clients with a complete series of follow-up emails designed to educate and drive action.

These resources help eliminate guesswork and ensure your messaging stays consistent, professional, and client-centered.

Strategic Marketing Services (Done-With-You and Done-For-You)

Depending on your membership level, LWP also offers access to a suite of personalized services:

  • Marketing Strategy and Consulting
     Work directly with legal marketing experts to create a step-by-step plan tailored to your firm’s goals and budget.
  • Branding and Image Development
     Position your firm visually and verbally to stand out from competitors in your local market.
  • Workshop Marketing Support
     Get help promoting live or virtual events to maximize attendance and ROI.
  • Mass Media and PR Guidance
     From local news outreach to advertorials, we’ll help you find new exposure opportunities.
  • Email, Blog, and Social Media Services
     Options for assistance or outsourcing, depending on your firm’s capacity.
  • Digital Advertising and Lead Generation
     Get expert help with campaigns that drive targeted traffic to your site and convert that traffic into leads.

This full-spectrum support is especially powerful when paired with your existing website and intake process—bringing your online presence to life with fresh content and real-world results.

Relationship Management System (RMS)

Websites and marketing bring in new leads, but referrals are still one of the most powerful (and profitable) sources of clients.

Unfortunately, most attorneys struggle to create and maintain strong relationships with allied professionals. That’s where LWP’s proprietary Relationship Management System (RMS) changes the game.

RMS gives you a proven, repeatable framework for:

  • Identifying the right referral partners
  • Structuring conversations to demonstrate value and build trust
  • Tracking referrals and analyzing results
  • Measuring the health and ROI of each professional relationship

It’s a system that works quietly in the background to build consistent referral pipelines—one of the smartest ways to grow your practice without increasing ad spend.

The Investment That Pays for Itself

The LWP Marketing Membership is available for just $497/month—and it’s structured to help you see results that far exceed that investment.

Included in this monthly fee:

  • Monthly strategy sessions with marketing experts
  • A customized roadmap aligned to your goals
  • KPI tracking and reporting tools
  • On-demand tools to support workshops, online campaigns, and more
  • A consistent stream of actionable guidance and proven content

If you’re part of the Growth or Robust LWP memberships, this marketing support is already included. That means you get both the legal tools and the marketing horsepower needed to grow and sustain a thriving estate planning practice.

Your Website Isn’t the Finish Line—It’s the Starting Line

You don’t need to be a marketing expert. You just need the right tools and guidance to make sure your website and digital strategy are working as hard as you are.

Your clients are online. They’re searching for answers. And they’re deciding—often in seconds—whether to trust you with their most personal, important life decisions.

Let your website show them who you are. Let your marketing bring them to your door.

And let Lawyers With Purpose give you the support you need to make it all work.

Ready to build a system that attracts, educates, and converts your ideal clients?

Reach out to the LWP team to learn more about the Marketing Membership and how it fits into your practice’s growth plan.

https://www.lawyerswithpurpose.com/join/

drafting software actually increase your law firm revenue

How STEPS™ Simplifies Medicaid and Asset Protection Planning

by Uncategorized

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:

  1. 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.
  2. 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.
  3. 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.

Let’s talk about how our solution can work for your firm.

Estate Planning Attorneys

Adapt or Fall Behind: Why Keeping Up with Technology Is Non-Negotiable for Estate Planning Attorneys

by Uncategorized

The legal industry isn’t known for rapid innovation, but times are changing—and estate planning attorneys who don’t keep up risk losing clients to more tech-savvy competitors. 

From estate planning drafting software to client communication tools, technology is no longer a luxury; it’s a necessity.

This article explores why staying current is critical for your practice and how to embrace change without disrupting your workflow.

Why Technology Matters More Than Ever In Estate Planning Law Firms

Client Expectations Have Changed

Generally speaking, clients are becoming more tech-savvy than ever before. Whether it’s streaming services, online shopping, or social media, people are accustomed to having information at their fingertips instantly. When they engage with an estate planning law firm, they expect a similar experience—efficient, transparent, and fast.

Clients now expect to be able to view documents and track their case progress online, without needing to wait for phone calls or in-person meetings. They want seamless communication, immediate access to their files, and the ability to get updates on their cases at the click of a button. If a firm is still using outdated processes—like manual drafting or relying on paper documents—it can create a disjointed, frustrating experience that could drive clients to seek out competitors who offer a smoother, more modern process.

Moreover, today’s clients have a broader understanding of technology thanks to their experiences with other industries, like e-commerce and entertainment. They’re familiar with software that lets them monitor the status of their order, make real-time adjustments, and get fast responses. When an estate planning firm fails to meet these expectations, it can quickly become a red flag for potential clients.

Using technology to meet these heightened expectations is essential to building trust and ensuring client satisfaction. For example, STEPS™, an advanced drafting and document management software, provides an efficient, cloud-based platform that not only streamlines operations but also enhances the overall client experience, ensuring that clients feel their needs are being met in a timely and organized manner.

Estate Planning Attorneys: Competitors Are Adopting Tech

As much as clients have come to expect modern technology, so too have your competitors. Law firms, especially in the estate planning space, are increasingly turning to technology to streamline their processes and enhance their service offerings. If your competitors are using advanced tools like document drafting software, automated workflows, and cloud-based systems, they can deliver a faster, more efficient service that appeals to today’s consumer.

This creates a major competitive advantage. Firms using technology can reduce the time spent on repetitive, manual tasks, giving them the ability to take on more clients without sacrificing quality. Additionally, the efficiency gains that come with technology translate to cost savings, allowing these firms to offer more competitive pricing without cutting into their bottom line.

If your firm isn’t adopting technology, you risk falling behind. In a world where clients are increasingly looking for firms that are quick, accessible, and efficient, adopting technology is crucial to staying competitive. STEPS™ helps you stay ahead of the curve by offering a cloud-based platform that integrates seamlessly with existing workflows, helping you stay organized and efficient while enhancing client satisfaction.

While you’re managing your clients, the software is working to populate necessary legal forms, reduce human error, and ensure compliance with the latest legal standards. This creates a more professional and reliable service, giving you an edge over firms that are still relying on outdated methods.

Efficiency Is Key to Profitability for Estate Planning Attorneys

In a competitive market, estate planning attorneys are under constant pressure to improve their profitability while maintaining high levels of client satisfaction. One of the easiest ways to achieve both is by embracing technology that can boost efficiency.

For example, manual drafting processes are often time-consuming, requiring attorneys and staff to spend significant hours inputting data, generating documents, and making adjustments for individual client needs. Even with the most skilled staff, this process is slow and prone to human error, which can lead to costly revisions and unhappy clients.

STEPS™ addresses this challenge by automating much of the drafting process. With features like a single-entry system, where data entered once populates all related documents, the software minimizes duplication and manual entry. Attorneys can draft a wide range of estate planning documents—wills, trusts, healthcare directives—faster, with fewer errors, and with less reliance on support staff. This results in better use of billable hours, reduced overhead, and improved productivity.

Moreover, automation frees up attorneys to focus on higher-value tasks, such as client consultations and strategic legal advice. Rather than spending countless hours drafting documents, they can spend more time discussing complex legal matters and refining the details of their clients’ estate plans. This enables the firm to increase its output without needing to hire additional staff, which keeps overhead costs lower and improves profitability.

Additionally, technology like STEPS™ helps law firms stay compliant with the constantly changing legal environment. As legal requirements evolve, having a system in place that updates automatically ensures that your firm is always operating within the latest guidelines, reducing the risk of costly legal mistakes.

The Risks of Falling Behind

  1. Lost Clients
    Clients who perceive your firm as old-fashioned may turn to competitors who offer a more modern experience.
  2. Burnout
    Without the right tools, your team will spend unnecessary time on repetitive tasks, leading to frustration and high turnover.
  3. Reputational Damage
    In an industry where image matters, being seen as behind the times can hurt your credibility.

How to Stay Ahead With The Right Software 

  1. Invest in the Right Tools
    Start with software that addresses your biggest pain points. For most estate planning attorneys, drafting software like STEPS™ is a game-changer.
  2. Embrace Cloud-Based Solutions
    Cloud-based tools allow for greater flexibility and collaboration, ensuring your team can work from anywhere.
  3. Educate Your Team
    Technology is only effective if your team knows how to use it. Invest in training to ensure seamless adoption.

The importance of technology in estate planning law firms cannot be overstated. With evolving client expectations, increasing competition, and a need for greater efficiency and profitability, adopting advanced tools like STEPS™ is essential to staying competitive. By streamlining workflows, improving accuracy, and offering a modern, client-friendly experience, technology enables firms to grow while maintaining high standards of service. Law firms that resist adopting technology risk falling behind and losing out on clients to more innovative competitors. Now more than ever, embracing tech is not just an option—it’s an imperative for the future of estate planning law.

Change can be intimidating, but the cost of staying stagnant is far greater. By using modern tools and practices, estate planning attorneys can not only survive but thrive in an increasingly competitive market.


When you’re ready to future-proof your practice? Discover how STEPS™ can help. Book a demo today

Book a software demo session with Briana