Live Event For Attorneys Looking for a More Peaceful + Profitable Law Practice Area
Learn + Install Estate Planning into Your Law Practice
If you don't want market-dependent revenue, drawn-out files, and other attorneys dictating your days to define your 2026, then it's time to explore a way to use your law degree that lets you step back when life requires it and still make all the money you need to thrive.
That's the path attorney Rich Klein chose.
After 20-plus years of residential real estate law on Long Island, Rich's revenue was decided by the market, the rates, and the inventory. And then COVID hit, and just like that, a third of his business was gone. His days were built around what other lawyers and clients needed, and the work, though steady for years, never really felt like his.
He knew there had to be a different way.
And when he found our heart-centered, relationship-based estate planning model — with clear packaging, premium-fee pricing, and clients who kept sending him the people they loved — everything changed. With our support, he built a law practice around work that actually lights him up. Today Rich handles EP exclusively for his firm, sees two to three families a week at $4,500 per engagement, and every single one of them came to him (without spending money on marketing).
Join us live and hear Rich share his story and how you can make the same shift this year to Estate Planning.
Secure Your Spot Below:
Live Event For Attorneys Looking for a More Peaceful + Profitable Law Practice Area
Learn + Install Estate Planning into Your Law Practice
The Legal Service Model That Helped Real Estate Attorney Rich Klein Generate $409K+ in His First Year After Installing Estate Planning—And How You Too Can Build a Thriving, Family-First EP Practice
Live on Thursday, May 7th at
2 p.m. ET / 11 a.m. PT
If you don't want market-dependent revenue, drawn-out files, and other attorneys dictating your days to define your 2026, then it's time to explore a way to use your law degree that lets you step back when life requires it and still make all the money you need to thrive.
That's the path attorney Rich Klein chose.
After 20-plus years of residential real estate law on Long Island, Rich's revenue was decided by the market, the rates, and the inventory. And then COVID hit, and just like that, a third of his business was gone. His days were built around what other lawyers and clients needed, and the work, though steady for years, never really felt like his.
He knew there had to be a different way.
And when he found our heart-centered, relationship-based estate planning model — with clear packaging, premium-fee pricing, and clients who kept sending him the people they loved — everything changed. With our support, he built a law practice around work that actually lights him up. Today Rich handles EP exclusively for his firm, sees two to three families a week at $4,500 per engagement, and every single one of them came to him (without spending money on marketing).
Join us live and hear Rich share his story and how you can make the same shift this year to Estate Planning.
Secure Your Spot Below:
Show Up LIVE
For a Chance to Win a
1:1 Firm Growth Intensive with Ali Katz
(Not for Sale; $4,750 Value)
Attend this training live and stay until the end to be entered into a drawing for a private 60-minute Firm Growth Intensive with Ali Katz.
In this 1:1 session, Ali will help you clarify what’s holding your firm back and outline your most direct path to predictable, high-margin growth.
Only one lawyer will be chosen, and because Ali’s schedule is so busy, this $4,750 session is not available for purchase.
Register today and show up live for a chance to win exclusive access to Ali!
(No purchase necessary. Free method of entry available. See Official Rules .)
Show Up LIVE
For a Chance to Win a
1:1 Firm Growth Intensive
with Ali Katz
(Not for Sale; $4,750 Value)
Attend this training live and stay until the end to be entered into a drawing for a private 60-minute Firm Growth Intensive with Ali Katz.
In this 1:1 session, Ali will help you clarify what’s holding your firm back and outline your most direct path to predictable, high-margin growth.
Only one lawyer will be chosen, and because Ali’s schedule is so busy, this $4,750 session is not available for purchase.
Register today and show up live for a chance to win exclusive access to Ali!
(No purchase necessary. Free method of entry available. See Official Rules .)
As Seen On…
We’re Covering How You Can Get Started in Estate Planning This Year, Including:
As Seen On…
We’re Covering How You Can Get Started in Estate Planning This Year, Including:
-
Why Estate Planning is the perfect practice area for the market shifts in 2026, and how what we teach keeps your services in high demand even in the face of AI/DIY platforms, "cheap legal" providers, and financial advisors entering the space.
-
The "Affordable Premium" secret to how attorneys using our method are getting $4,500-$8,500 per engagement in up-front fees… and why clients are happy to pay it.
-
How Rich discovered that his 20 years of real estate relationships weren't a limitation — they were a launchpad. (And how the same is likely true for whatever practice you're coming from.)
-
Our 5-Part Life & Legacy Planning® Service Model that helped Rich reduce his dependence on market-dependent real estate work by building a practice where he chooses the families he serves, handles EP exclusively, and hasn't had to chase a single client.
-
The Steps to Mastering Our Counseling-Based, Relationship-First Legal Service Model — works even if you're coming from real estate, family law, litigation, corporate law, or a years-long career pause. Hear how Rich learned and installed EP with confidence after 20 years in one practice area.
-
PLUS, stay until the end to join an exclusive and LIVE Q&A session with PFL® Founder and CEO Ali Katz! 😻
-
Tap below to reserve your seat.
About Your Hosts
Kevin Hermann
Advanced Growth Advisor
Kevin Hermann is a beloved Advanced Growth Advisor to members of the Personal Family Lawyer® program, bringing to the table over 9 years of experience and thousands of hours of premier business, leadership, and life coaching. In addition to his 1:1 coaching work, Kevin has created highly successful group programs that have been featured in the NY Times and GQ. He has facilitated 50+ intensive retreats (including our breakthrough PFL® Live in 2025) and is highly sought after for his ability to help individuals and teams achieve even the most audacious growth goals with confidence.
Ali Katz
Founder & CEO, New Law & Personal Family Lawyer
Ali graduated first in her class from Georgetown Law in 1999. She then clerked on the 11th Circuit Court of Appeals and was an associate at Munger Tolles & Olson.
After leaving to start her own law firm, Ali grew her practice from scratch to 7-figures in just 3 years by inventing a new way of serving families in her community.
Ali wrote the bestselling book on legal planning for families, Wear Clean Underwear, and the bestselling book on alternative law practice models, New Law Business Model.
About Your Hosts
Kevin Hermann
Advanced Growth Advisor
Kevin Hermann is a beloved Advanced Growth Advisor to members of the Personal Family Lawyer® program, bringing to the table over 9 years of experience and thousands of hours of premier business, leadership, and life coaching. In addition to his 1:1 coaching work, Kevin has created highly successful group programs that have been featured in the NY Times and GQ.
He has facilitated 50+ intensive retreats (including our breakthrough PFL® Live in 2025) and is highly sought after for his ability to help individuals and teams achieve even the most audacious growth goals with confidence.
Ali Katz
Founder & CEO, New Law & Personal
Family Lawyer
Ali graduated first in her class from Georgetown Law in 1999. She then clerked on the 11th Circuit Court of Appeals and was an associate at Munger Tolles & Olson.
After leaving to start her own law firm, Ali grew her practice from scratch to 7-figures in just 3 years by inventing a new way of serving families in her community.
Ali wrote the bestselling book on legal planning for families, Wear Clean Underwear, and the bestselling book on alternative law practice models, New Law Business Model.
This Class is Not For Attorneys Who…
Are looking for a quick fix, a marketing agency, or a done-for-you solution without having to put in the work.
Want to stay in their traditional law practice and aren't interested in a counseling-based and relational approach which keeps families OUT of court and conflict.
Are completely satisfied with their current revenue and have zero interest in adding a new, high-margin service to what they're already doing.
This Class Is For Attorneys Who…
Already have clients asking about estate planning and are done sending that revenue to someone else when they could be the one serving those families.
Want to add a high-margin, predictable revenue stream to their existing practice and want a proven, plug-and-play system to do it, not a "figure it out yourself" approach.
Are ready to move from a practice that works to a firm that scales with the systems, structure, and support to grow without chaos or having to reinvent the wheel.
Feel drawn to more meaningful, lasting client work because the transactional grind has worn thin and you know there's a better way to serve people that could be more financially and emotionally rewarding.
This Class is Not For Attorneys Who…
-
Are looking for a quick fix, a marketing agency, or a done-for-you solution without having to put in the work.
-
Want to stay in their traditional law practice and aren't interested in a counseling-based and relational approach which keeps families OUT of court and conflict.
-
Are completely satisfied with their current revenue and have zero interest in adding a new, high-margin service to what they're already doing.
This Class Is For Attorneys Who…
-
Already have clients asking about estate planning and are done sending that revenue to someone else when they could be the one serving those families.
-
Want to add a high-margin, predictable revenue stream to their existing practice and want a proven, plug-and-play system to do it, not a "figure it out yourself" approach.
-
Are ready to move from a practice that works to a firm that scales with the systems, structure, and support to grow without chaos or having to reinvent the wheel.
-
Feel drawn to more meaningful, lasting client work because the transactional grind has worn thin and you know there's a better way to serve people that could be more financially and emotionally rewarding.
