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Transform Your Practice

Whether you are exploring the idea of opening your own law practice, are an experienced practitioner looking for a change of direction, or a seasoned estate planner looking for new opportunities and an exit strategy, we can help.

With a track record stretching back more than two decades, we have been helping attorneys transform their lives and practices. In our two-year Practicum Transformation Experience™, we partner with you to:

  • Change your perception of estate planning – from a low margin transactional commodity – to a relationship-based, counseling-oriented process that is very rewarding both personally and professionally
  • Help you develop key referral sources and a client base of the highest quality with people you want to be involved with for a lifetime
  • Teach you to provide in-depth counseling and innovative legal advice that benefits not only your clients, but their successive generations
  • Show you how to increase your income and your own quality of life

Since we are partnering with you, we don't just teach you how to be successful, we work with you for the first two years of your membership to help you get the strongest start possible in that direction. For the first six months, you will participate in the Practicum Transition Program (PTP) which includes bi-weekly teleconferences, and two 5-day live training events called Practicum 1 and Practicum 2. Upon the completion of the PTP, we offer the Advanced Practicum Implementation Program (APIP) that provides ongoing coaching and mentoring, and culminates in being designated a Certified Three Step Strategy Attorney™. During that time, and for the rest of your time as a member, we provide you with the tools and resources you need – as you need them. We will help you structure (or restructure) your practice so that regardless of your background, you can be earning substantial fees from your estate planning practice by the time you finish the Practicum Transition Program.