New 2025 Training for Estate Planning Attorneys & Law Practice Owners!
Uplevel Your Estate Planning Business
Attract and serve clients happy to pay for a high value, trusted advisory service by moving beyond documents to a relational service model that can’t be replaced by financial advisors or “cheap legal”
The difference between receiving $1500-$2500 per client and $4,500 - $8,000 (or more – up to 6 figures!) rests entirely in how you package, present, and deliver your estate planning services.
And if you’re still selling the documents – rather than what you’ll learn in our next live training – you’re leaving money on the table, doing a disservice to your clients, and potentially risking your business entirely.
Join Personal Family Lawyer® Founder & CEO Ali Katz as she pulls back the curtain on the 5 steps to uplevel your estate planning service, command fees that pay for planning that works, and keep happy law clients for life.
New 2025 Training for Estate Planning
Attorneys & Law Practice Owners!
Uplevel Your Estate
Planning Business
Attract and serve clients happy to pay for a high value, trusted advisory service by moving beyond documents to a relational service model that can’t be replaced by financial advisors or “cheap legal”
The difference between receiving $1500-$2500 per client and $4,500 - $8,000 (or more – up to 6 figures!) rests entirely in how you package, present, and deliver your estate planning services.
And if you’re still selling the documents – rather than what you’ll learn in our next live training – you’re leaving money on the table, doing a disservice to your clients, and potentially risking your business entirely.
Join Personal Family Lawyer® Founder & CEO Ali Katz as she pulls back the curtain on the 5 steps to uplevel your estate planning service, command fees that pay for planning that works, and keep happy law clients for life.
What’s working right now in marketing to keep your pipeline full of highly qualified, ready-to-pay estate planning clients who aren’t looking for the cheapest option (and who you’ll LOVE working with!)
The relationship between how you package your services and the fee you can charge, and how we recommend you shift from hourly billing or too-low flat fees to get hired nearly 100% of the time for $4,500 - $8,000 per engagement without being price shopped.
How to systemize delivering estate planning services so you can take on more clients per month WITHOUT having to scale the amount of work you do. (Ali will even show you the “math” behind how all this works so you can get a good feel for what’s possible.)
How to finally build a team you can actually trust to help you deliver services more efficiently, allowing you to focus only on what you love.
How to retain clients for life AND create predictable recurring revenue, ensuring you never have to start from zero each month ever again.
What’s working right now in marketing to keep your pipeline full of highly qualified, ready-to-pay estate planning clients who aren’t looking for the cheapest option (and who you’ll LOVE working with!)
The relationship between how you package your services and the fee you can charge, and how we recommend you shift from hourly billing or too-low flat fees to get hired nearly 100% of the time for $4,500 - $8,000 per engagement without being price shopped.
How to systemize delivering estate planning services so you can take on more clients per month WITHOUT having to scale the amount of work you do. (Ali will even show you the “math” behind how all this works so you can get a good feel for what’s possible.)
How to finally build a team you can actually trust to help you deliver services more efficiently, allowing you to focus only on what you love.
How to retain clients for life AND create predictable recurring revenue, ensuring you never have to start from zero each month ever again.
Are already in private practice practicing estate planning and want to take their law practice to the next level with a heart-centered estate planning service offering that’s profitable and doesn’t require increasing your stress or working hours to implement.
Are ready to make marketing and selling your estate planning service less of a headache and more of a system you can scale month over month.
Are ready to learn how estate planning lawyers in our program are seeing 80% (or higher!) close rates and avoid being price shopped or compared to “cheap legal” DIY tools or financial advisors.
Do not already run a law practice or are just getting started out. We work with all kinds of lawyers at every level of experience but this specific Masterclass is designed for law practice owners doing some form of estate planning now.
Aren’t interested in increasing profits, attracting aligned clients you love, or decreasing your stress & working hours by offering a heart-centered estate planning service that keeps families out of conflict & court.
Can’t get comfortable moving beyond transactional legal work. The service we’ll show you how to provide is relational, heart-centered, and counseling-based – allowing you to form lasting relationships with clients you love working with (and who refer all their friends!)--and which can’t be replaced by financial advisors or DIY legal technology platforms.
Are already in private practice practicing estate planning and want to take their law practice to the next level with a heart-centered estate planning service offering that’s profitable and doesn’t require increasing your stress or working hours to implement.
Are ready to make marketing and selling your estate planning service less of a headache and more of a system you can scale month over month.
Are ready to learn how estate planning lawyers in our program are seeing 80% (or higher!) close rates and avoid being price shopped or compared to “cheap legal” DIY tools or financial advisors.
This Class Is
Not For Lawyers Who…
Do not already run a law practice or are just getting started out. We work with all kinds of lawyers at every level of experience but this specific Masterclass is designed for law practice owners doing some form of estate planning now.
Aren’t interested in increasing profits, attracting aligned clients you love, or decreasing your stress & working hours by offering a heart-centered estate planning service that keeps families out of conflict & court.
Can’t get comfortable moving beyond transactional legal work. The service we’ll show you how to provide is relational, heart-centered, and counseling-based – allowing you to form lasting relationships with clients you love working with (and who refer all their friends!)--and which can’t be replaced by financial advisors or DIY legal technology platforms.
Ali Katz
Founder & CEO, New Law & Personal Family Lawyer
Ali Katz
Founder & CEO, New Law & Personal Family Lawyer