Switch to Estate Planning (TRAINING)

When Levi A. found himself in tears after winning his first family law case because he'd helped a mother with drug problems gain custody—he realized something was deeply wrong.

He went to law school to help people, but soon felt he was doing more harm than good. Estate planning seemed like just 'paperwork' until his wife became critically ill, and he faced the reality of not having completed their own estate plan.

In that moment of vulnerability, Levi finally understood how estate planning preserves legacy and protects families for generations.

Join this live-only event with Allison Osborn and guest and Personal Family Lawyer® firm leader Levi Alexander to hear how he went from burnt-out family law attorney… who was ready to become a dog trainer… to a successful estate planning business owner now earning over $100k/mo with an average fee of $7,000.

If you’ve been wanting to switch to estate planning, but have been questioning whether you can find fulfillment and make a real difference while still earning a great living, join us on May 8th to get the clarity you need.

When Levi A. found himself in tears after winning his first family law case because he'd helped a mother with drug problems gain custody—he realized something was deeply wrong.

He went to law school to help people, but soon felt he was doing more harm than good. Estate planning seemed like just 'paperwork' until his wife became critically ill, and he faced the reality of not having completed their own estate plan.

In that moment of vulnerability, Levi finally understood how estate planning preserves legacy and protects families for generations.

Join this live-only event with Allison Osborn and guest and Personal Family Lawyer® firm leader Levi Alexander to hear how he went from burnt-out family law attorney… who was ready to become a dog trainer… to a successful estate planning business owner now earning over $100k/mo with an average fee of $7,000.

If you’ve been wanting to switch to estate planning, but have been questioning whether you can find fulfillment and make a real difference while still earning a great living, join us on May 8th to get the clarity you need.

How you could add estate planning "in parallel" with your current practice area without jeopardizing your current income or existing client relationships. (This approach is especially lucrative for attorneys already working with consumers in practice areas like real estate law and family law.)
The fears which keep would-be EP lawyers stuck in litigation. If you're worried about leaving the security of hourly billing and the trial process, we’ll show you how to build a practice overflowing with happy law clients for life – without court and conflict.
Why NOW is the best time to add Estate Planning to your practice. With massive market disruption and retirement insecurity, hear how our approach positions you as the essential community leader families in your community need in 2025. (And if they can’t find someone like you they will find someone else – who may leave them vulnerable to a plan that fails.)
“The clock has no hands!” Hourly billing wasn’t working for heart-forward Levi, who kept offering payment plans and low hourly rates just to help out. Hear what he has to say about our “Affordable Premium” model which ensures his estate planning services are the most affordable solution – because clients choose their own fee.
The relationship-centered approach that “cheap legal” and AI can NEVER replace! Explore how our Life & Legacy Planning® service model empowers you to create deeper, more fulfilling long-term relationships with clients so they would NEVER think of choosing a financial advisor or tech solution over you, effectively future-proofing your practice for years to come.
PLUS, stay until the end to get a special bonus and Q&A time with NewLaw Founder and CEO Ali Katz! Get answers to your questions and know if switching to Estate Planning is the right move for you.

Are unwilling to explore deeper, more meaningful (and lucrative!) approaches to estate planning that focus on legacy building and practice sustainability.
Prefer to stick to conventional ways of marketing, selling, and packaging legal services and are not open to exploring new ideas or implementing new techniques.
Are solely motivated by financial gains without considering the genuine well-being of their clients.