For Estate Planning Lawyers Or Those Who Want To Be…
How to Protect Your EP Law Business from Financial Advisors, DIY or Legal Insurance Plans, and AI/Legal Tech
…while consistently winning clients who pay $4k+ per engagement and refer their friends, family, and colleagues
Why are some estate planning law business owners enjoying their best year ever in 2025… commanding fees upwards of $8,000 per estate plan… while so many other estate planning lawyers struggle to get clients at $500-$2500?
The answer to that question is what we’ll be revealing in our June Masterclass hosted by Ali Katz and joined by Personal Family Lawyer® firm leader Irene de Jesus.
Irene left a demanding executive position in healthcare to grow an estate planning practice which is now on track to reach $1.75 million in revenue by the end of 2025. She’ll be sharing her story and her best tips for positioning your legal services so that clients will gladly choose YOU over AI, DIY platforms, financial advisors, and other “cheap legal” alternatives.
Don’t miss this opportunity to know what Irene de Jesus and 700+ other estate planning lawyers in our program know about growing a successful estate planning business in any economy or political climate.
Secure Your Spot Below:
For Estate Planning Lawyers
Or Those Who Want To Be…
How to Protect Your EP Law Business from Financial Advisors, DIY or Legal Insurance Plans, and AI/Legal Tech
…while consistently winning clients who pay $4k+ per engagement and refer their friends, family, and colleagues
One-Time Only on June 25th, 2025
@ 2pm ET / 11am PT
Why are some estate planning law business owners enjoying their best year ever in 2025… commanding fees upwards of $8,000 per estate plan… while so many other estate planning lawyers struggle to get clients at $500-$2500?
The answer to that question is what we’ll be revealing in our June Masterclass hosted by Ali Katz and joined by Personal Family Lawyer® firm leader Irene de Jesus.
Irene left a demanding executive position in healthcare to grow an estate planning practice which is now on track to reach $1.75 million in revenue by the end of 2025. She’ll be sharing her story and her best tips for positioning your legal services so that clients will gladly choose YOU over AI, DIY platforms, financial advisors, and other “cheap legal” alternatives.
Don’t miss this opportunity to know what Irene de Jesus and 700+ other estate planning lawyers in our program know about growing a successful estate planning business in any economy or political climate.
Secure Your Spot Below:
As Seen On…
What We’ll Cover in June’s Masterclass
We’ll cover topics highly relevant to the success of your estate planning practice in 2025, including:
⚖️ The Difference Which Makes the Difference. Know why our Personal Family Lawyer® firm leaders never worry about financial advisors or AI taking their clients… all while enjoying monthly revenue in the $25k-$250k range.
📖 Making Technology Your Ally, Rather than your Enemy. Learn how you can use technology to enhance your team’s efficiency and elevate the client experience, allowing you and your team to be more human and heart-centered than ever before.
💰Irene DeJesus’ Estate Planning Marketing Secrets. Attend live and hear from special guest and Personal Family Lawyer® firm leader Irene DeJesus, who will be sharing how she grew her practice to over $1 million in annual revenue (over $100k/mo) with the tech and a team of 9 to support her.
💡How to Recession-Proof Your Estate Planning Law Practice. How to make your services irreplaceable and recession-proof, ensuring a thriving practice even in challenging economic and political times.
Now is not the time to figure it out the hard way. It’s FREE for lawyers, so tap below to register for this timely and inspiring Masterclass now.
As Seen On…
What We’ll Cover
in June’s Masterclass
We’ll cover topics highly relevant to the success of your estate planning practice in 2025, including:
-
⚖️ The Difference Which Makes the Difference. Know why our Personal Family Lawyer® firm leaders never worry about financial advisors or AI taking their clients… all while enjoying monthly revenue in the $25k-$250k range.
-
📖 Making Technology Your Ally, Rather than your Enemy. Learn how you can use technology to enhance your team’s efficiency and elevate the client experience, allowing you and your team to be more human and heart-centered than ever before.
-
💰Irene DeJesus’ Estate Planning Marketing Secrets. Attend live and hear from special guest and Personal Family Lawyer® firm leader Irene DeJesus, who will be sharing how she grew her practice to over $1 million in annual revenue (over $100k/mo) with the tech and a team of 9 to support her.
-
💡How to Recession-Proof Your Estate Planning Law Practice. How to make your services irreplaceable and recession-proof, ensuring a thriving practice even in challenging economic and political times.
Now is not the time to figure it out the hard way. It’s FREE for lawyers, so tap below to register for this timely and inspiring Masterclass now.
This Class is Not for You If…
You’re content with the status quo and are hoping you will remain relevant as AI, financial advisors, and cheap legal options flood the space.
You’re unwilling to embrace a more modern, client-centered approach that will elevate your practice, attract high-paying clients, and protect your future.
You’re only motivated by quick financial gain and not ready to build long-term, meaningful relationships with clients who value the quality, care, and commitment you bring.
This Class Is Perfect for You If…
You’re ready to grow your estate planning law practice so that it’s sustainable, profitable, and future-proof, bringing in stable revenue of $20k-$250k per month—all while working with clients you love.
You’re done with transactional work and probate court, and want to build meaningful, long-term relationships where you become the trusted advisor for families in your community.
You want to break free from the burnout and frustration of traditional legal services and are ready to build a practice that’s profitable, fulfilling, and recession-proof, by offering a relational and high-value service that AI and tech can’t replace.
This Class is Not for You If…
-
You’re content with the status quo and are hoping you will remain relevant as AI, financial advisors, and cheap legal options flood the space.
-
You’re unwilling to embrace a more modern, client-centered approach that will elevate your practice, attract high-paying clients, and protect your future.
-
You’re only motivated by quick financial gain and not ready to build long-term, meaningful relationships with clients who value the quality, care, and commitment you bring.
This Class Is Perfect for You If…
-
You’re ready to grow your estate planning law practice so that it’s sustainable, profitable, and future-proof, bringing in stable revenue of $20k-$250k per month—all while working with clients you love.
-
You’re done with transactional work and probate court, and want to build meaningful, long-term relationships where you become the trusted advisor for families in your community.
-
You want to break free from the burnout and frustration of traditional legal services and are ready to build a practice that’s profitable, fulfilling, and recession-proof, by offering a relational and high-value service that AI and tech can’t replace.
About Your Host
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 Host
Ali Katz
Founder & CEO, New Law & Personal Family Lawyer
