Innovation & Leadership for Legal Estate Planning Industry
We hit changes in the Legal Estate Planning industry head-on and transform attorney’s fear into opportunity. We assess each change and distill it down to actionable, deliverable products and services attorneys can provide clients and enrich their practice and life.
Integrated, Cloud-Based Law Practice Platform
Marketing, Sales, Operations, Estate Planning, Asset Protection, Drafting, Funding, Medicaid, VA, Probate, Trust Administration, Client Maintenance, Finance and H.R. Systems and Processes to run your practice, track and report client work, improve firm efficiency, minimize risk of malpractice and maximize customer service and profit. Document Creation, Medicaid, and VA Software to create industry exclusive trusts, calculate optimal Medicaid Pre-Planning and Crisis solutions, client letters, funding strategy and execution and the completion of VA eligibility calculations, application and filing. All integrated in a single cloud-based platform with a proven organizational structure for automated real-time management and improvement of law firm performance
3-Pronged Training, Support & Accountability
We utilize our exclusive Teach, Show, Do, Go…Grow™ live, virtual and digital training strategy together with our Implementation Specialists to support member attorneys and their team on implementing the innovative, automated cutting edge legal strategies, B2B and retail marketing, client engagement and experience, HR & project management, finance, team & firm coaching, development, goal setting and accountability solutions we create.
Our member attorneys and their teams are connected professionally and personally with fellow member firms who share our six core values and best practice thru our list-serv, LWP Daily Check-In and Twice Annual Practice Enhancement Retreat (TAPER) in an every changing legal, professional and social environment.
1995 – IPuG Protection Trust (MIT/FIT/KIT – KIT is industry exclusive)
2001 – Medicaid practice System
2005 – DRA ’05 strategies and solutions
2007 – Single interview estate plan document solution with Intelligent design technology
2008 – Law Firm operation workflows and reporting
2009 – IRA Trust Planning Strategy solution
2009 – TAP/CGT Advanced Trust solution
2013 – Integrated cloud-based practice and document creation system platform
2020 – The Secure Act IRA Trust Solution (SORT™ Tust, IPUG® Rothalike Trust™,
Integrated Separate Share/Separate Share Charitable Remainder Trust)