The High-Growth Estate Planning Accelerator: A One-Day Intensive to Scale Your Law Firm
What’s the #1 Challenge for Estate Planning Attorneys Today?
Most estate planning attorneys struggle to juggle three critical areas: legal expertise, practice management, and client acquisition. Mastering one is hard enough, balancing all three? Nearly impossible.
But what if you had a proven roadmap to make your work more efficient, attract high-value clients, and build a profitable, scalable practice?
Welcome to The High-Growth Estate Planning Accelerator: Where Your Firm’s Growth Takes Center Stage
This one-day, in-person high-impact event is built for estate planners who are ready to move beyond just “practicing law” and start running a highly profitable business. Whether you’re an established firm looking to break through revenue plateaus or a lawyer adding estate planning to your services, this event is designed for massive impact.
Who It’s For
Estate planning attorneys ready to scale their firm, increase revenue, and streamline operations + gain CLEs.
Who It’s Not For
Attorneys looking for generic legal seminars without hands-on implementation.
Why you should attend
Unlike generic legal seminars, this interactive, hands-on training delivers real-world systems and strategies used by the most successful estate planning firms.
No fluff. No vague concepts.
Just actionable tools, proven processes, and revenue-generating strategies.
CLE credits included
So you grow your practice while fulfilling requirements.
Early Bird Pricing Valid Through April 15th
$997 $597/seat
What You'll Learn
Master the Four Levels of Estate Planning
Most attorneys focus on just one or two areas. The most profitable firms? They master them all:
- Basic Planning – Wills & Powers of Attorney for entry-level clients
- Estate Tax Planning – Strategies to minimize tax exposure
- Asset Protection Planning – Safeguarding clients from lawsuits & creditors
- Elder & Medicaid Planning – Navigating long-term care costs & eligibility
💡 Key Takeaway: A structured approach to offering ALL four levels means better service for clients and higher revenue for your firm.
Medicaid Planning Essentials
- Understanding Medicaid rules & planning profiles
- The difference between Crisis vs. Pre-Planning strategies
💡 Why It Matters: Medicaid laws are constantly evolving. Mastering these strategies positions your firm to serve a growing market while protecting clients’ assets.
Run Your Firm Like a Business
- Eliminate common bottlenecks that hold back your growth
- Build rock-solid systems & processes for efficiency
- Use accountability charts to structure your team for maximum productivity
- Implement proven marketing & lead generation tactics to attract high-value clients
💡 Most attorneys work IN their firm, not ON it. This training will shift your mindset from technician to business owner, giving you the roadmap to scale, grow, and increase profitability.
Get Hands-On Training
Forget boring seminars. This is an interactive, high-impact workshop.
See real case studies & worksheets – Apply strategies to real-world scenarios
Proven forms & documents – Take home ready-to-use resources
Live demonstrations – Learn how top firms optimize estate planning
Note: This isn’t just theory, you’ll leave with a playbook of actionable strategies ready to implement from the get-go.
Here's What You'll Walk Away With
A streamlined estate planning model that maximizes growth
Medicaid planning strategies to generate new revenue streams
A proven business structure that builds long-term success
A network of like-minded professionals to support your journey
book your hotel
Doubletree Charlotte City Center
230 N College St, Charlotte, NC 28202
(704) 335-5400
LWP Rate: $159 (plus tax) per night
If calling in you MUST reference being a member of Lawyers with Purpose to receive the discounted rate.
ONLINE GROUP CODE: 93D
Room Block Drop: April 7, 2025
It's Time To Take Action
This value-packed one-day event is designed to move you from information to implementation.
Seats are limited to ensure high engagement and hands-on learning.
📍 Charlotte, NC – May 7th, 2025
⚠️ Only 15 seats available!
If you want to reach your revenue goals for this year, fill out the form below to learn more & save your seat.
Can’t wait? Click here to schedule your own call with Jessica Weymier, Head of Sales at Lawyers With Purpose and reserve your spot for The High-Growth Estate Planning Accelerator!
get started now
Can’t wait? Click here to schedule your own call with Jessica Weymier, Head of Sales at Lawyers With Purpose and reserve your spot for The High-Growth Estate Planning Accelerator!
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