What is the greatest success you’ve had since joining LWP?
The greatest success that I’ve had since joining LWP was the ability to counsel and find a solution for a Veteran and his family. They came to my office with a huge unmanageable memory care expense. Using the training enabled me to identify the availability of the Aid and Assistance Pension. We found answers for what appeared to be a hopeless situation.
What is your favorite LWP tool?
The software simplifies trust package creation. The data prompts are well thought out and designed to prevent drafting mistakes. However, I find that the systems are the best tools. The RMS systems, videos and materials are outstanding.
How has being part of LWP impacted your team and your practice?
My team is getting excited about the materials and watching training videos. They will get a first-hand experience at the upcoming retreat. Personally, the LWP training has given me the ability to help those facing uncertainty find solutions. Not only is this a confidence booster but it also motivates me to find more people to help.
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