If you have not yet noticed, the entire LWP Estate Planning Process™ has been revised with new documents and support tools. Go to the LWP Processes Tab, click on the first tab (LWP Estate Planning Process), and check it out. The first folder – “Estate Planning Process Full Binder” – contains a single link that will enable you to print out 90% of the contents and should replace the 2012 binder you have been using. There are 229 pages of great stuff in there.
The Five Key Focusers™ have been updated to enable your firm to capture additional important information and are available to you in both Word and Excel formats.
The Workshop Outline has additional information about free publication for your workshops, and a detailed but concise follow-up process with supporting letters.
Check out the “Appendices” tab in particular as that contains updated and revised tools for your firm. The organization mirrors the process, so you can easily locate what tools you need for each step of the process.
For example, if you want to figure out what goes into a Vision Meeting™ folder, all the pieces are together, in presentation order. Simply click, insert your firm logo and print.
There are 18 letters that support the process, from workshop enrollment to file closing.
In Appendix “F” we have revised versions of the design templates that more closely mirror the design software.
In Appendix “G” we have included sets of inserts for your client estate planning binders that provide an overview of each document, plus additional client planning pieces such as Memorial Instructions.
In addition, videos and webinars that support each step of the process are in the process of being relocated so that members can more easily educate themselves on specific steps in the process.
As we continue to develop additional tools for our members, they will be search indexed, and added into the appropriate steps of the processes.
I’m personally very excited about these changes, and would love to hear your feedback! Email me directly at ncatale@lawyerswithpurpose.com. And, if you're a member you have access to "How To Fully Implement The LWP Process" webinar on the members website.
If you want to learn more about the Lawyers With Purpose Estate Planning Process, please join us in Phoenix on October 20-22nd for our Practice With Purpose Program. Click here to register now and reserve your spot. Seats fill quickly so register today!
Nedra Catale – Coaching, Consulting and Implementation, Lawyers With Purpose
I have the Planning Process Binder from 2010, when I attended MPS (as LWP was then known). I am eager to see how I can improve my process.
I feel compelled to make one comment, however. I am put off by misspelled words. They were so rampant in the 2010 Process Binder that I had serious misgivings about getting the software. (I was very pleased and relieved that the software does not produce documents that contain misspelled words.) The point is, misspelled words undermine your credibility, create the impression of sloppiness (or worse), and are just plain inexcusable when spell-checking involves a few clicks of a mouse.
As I was scrolling through the new Binder, I saw the word “assemblying.” I sighed and closed your website for another day when I have more patience and can focus on the tools rather than the glitches.
Linda THANK YOU so much for your comment and your feedback. We concur that in the beginning, 14 years ago there were typos and since we have invested in a full time content editor. If you currently saw ONE typo we will have someone reach out to you and find out where and make certain to get that fixed.
We are blessed to have you as a member and we always, always, always look forward to your feedback and please always keep them coming! We value you as a member and truly appreciate this much needed insight!