Switch to Estate Planning

For years, Levi Alexander lived the way most family lawyers do — buried in cases, chasing invoice payments, and feeling like his entire practice would fall apart if he ever stepped away.

Then life tested that belief.

After his wife was hospitalized with a sudden spinal infection and doctors told him she might not survive, Levi found himself racing home to draft her will and wondering if he'd even make it back in time to say goodbye. That moment changed Levi’s entire view of what it means to use your law degree for good.

With our help, Levi switched to Estate Planning and built a small but effective team which now serves 8–10 families every month at an average fee of $7,000 per engagement while still giving Levi plenty of time for what matters most.

He’s proof you can provide a valuable service to your community AND still earn a great living – and if he can do it, so can you.

If you’ve been on the fence about switching, this is your opportunity to get all the details you need to make a confident decision about pivoting to estate planning by summer 2026. Register today to save your seat in this exclusive event!

For years, Levi Alexander lived the way most family lawyers do — buried in cases, chasing invoice payments, and feeling like his entire practice would fall apart if he ever stepped away.

Then life tested that belief.

After his wife was hospitalized with a sudden spinal infection and doctors told him she might not survive, Levi found himself racing home to draft her will and wondering if he'd even make it back in time to say goodbye. That moment changed Levi’s entire view of what it means to use your law degree for good.

With our help, Levi switched to Estate Planning and built a small but effective team which now serves 8–10 families every month at an average fee of $7,000 per engagement while still giving Levi plenty of time for what matters most.

He’s proof you can provide a valuable service to your community AND still earn a great living – and if he can do it, so can you.

If you’ve been on the fence about switching, this is your opportunity to get all the details you need to make a confident decision about pivoting to estate planning by summer 2026. Register today to save your seat in this exclusive event!

Why estate planning is the perfect practice area for the market shifts already underway in 2026, and how what we teach keeps your estate planning services in demand even in the face of AI/DIY platforms, “cheap legal” providers, and financial advisors entering the space.
Why Estate Planning Is the Most Retirement-Friendly, Recession-Proof “Second Career” for Experienced Attorneys—and how Levi designed a heart-centered law practice that finally aligns with his values, his energy, and his goals.
Our 5-Part Life & Legacy Planning® Service Model that helped Levi leave family law and create predictable $100k months in Estate Planning without having to focus on high net worth individuals.
The Steps to Mastering Our Counseling-Based, Relationship-First Legal Service Model–works even if you’re switching from transactional work (like real estate), litigation, family law, or even a years-long career pause—plus hear how Levi made the switch with confidence without reinventing the wheel.
The Systems Behind Levi’s Predictable $100k+ Months. Attend and hear how he installed a small but mighty team that handles operations so he can focus only on the meaningful work he loves.
PLUS, stay until the end to join an exclusive and LIVE Q&A session with New Law Business Model® and Personal Family Lawyer® Founder and CEO Ali Katz! 😻

Aren’t interested in what their life could look like when they transition from transactional, high-conflict work to a calm, relational, and recession-proof estate planning practice that brings true meaning to their career.
Prefer to stick to old-school methods of marketing, selling, and packaging their legal services—even when there’s a tried-and-tested system that’s creating $25k-$250k monthly cash flow for heart-centered law business owners right now.
Focus solely on financial results without caring about the real and lasting impact their legal work can have on families and business owners in their community.

Want to feel proud of the work they do—helping families stay out of court and conflict while earning $20k-$250k per month with a team, tech, and systems to support growth.
Are excited to future-proof themselves with the ONE thing AI can't replace… a relational legal service where families need (and want!) a real human to guide them through life's biggest decisions, built on deep client relationships that get stronger over time.
Believe in building long-term client relationships and are ready to invest their energy into creating a lasting, recession-proof law business which creates real legacy – for you, for your clients, and in your community.