Contact a Membership Counsellor! (800) 516-3630

Welcome - Planning Partners

Learn how our Attorneys can help build your practice, better serve your clients, or even help transition your practice to your successor.  Attend our Partners in Planning Program™ at no cost or obligation!

In this program, you’ll learn how we present our Truth About Estate Planning™ Orientation Program to clients to explain our Three Step Strategy Client Orientation Program to clients to share with them how to create Plans That Work.  You’ll also then be able to discuss five major ways you can work with us to better your own practice through collaboration.

Members around the country are presenting this program regularly. 

If there’s not a Network attorney conveniently located near you, the Partners in Planning Program™ is also available online.  We’d also love to discuss with you how you can facilitate the training of a local attorney to work with you for the benefit of your both practices!

The Partners in Planning Program is a half-day program that offers you:

  • An introduction to the Mission of the National Network
  • An overview of the Network’s Three Step Strategy for Creating Plans That Work for clients
  • An overview of how the Network’s Practice Evolver Model for Building a Practice That Works for its Attorneys Can Directly Benefit Your Practice and Your Clients
  • A "free look" at the quality of our education programs

Feel free to send us a message for more information!