Unlock the Full Potential of Your Estate Planning Practice
Are you an estate planning attorney looking to elevate your practice? Discover how our tailored solutions can help you streamline your operations, enhance client satisfaction, and grow your business.
Schedule a Free 30-Minute Strategy Session Today!
During this complimentary session, you'll:
- Identify Opportunities for Improvement: Discuss your current challenges and goals with our experts to uncover areas where we can assist.
- Receive Personalized Recommendations: Get actionable insights and strategies tailored to your unique needs.
- Explore Our Products and Services: Learn about the innovative tools and resources we offer to support your practice.
Don't miss this opportunity to gain valuable insights and take your practice to the next level.
Book Your Free Strategy Session Now!
Please note: The free 30-minute strategy session is available only once every 6 months. This session focuses on practice management, marketing, and other aspects of running an estate planning law practice. Legal or technical advice will not be provided.
“I would analogize it to why professional athletes need coaches. It’s not that you’re not a great lawyer. It’s not that you don’t have a great practice. You just can’t substitute third-party expert perspective. No matter how well we’re doing, we’re learning new things every month as the industry and market is changing. We are constantly evolving and having these coaches by our side has ensured our firm’s ongoing success.”
Jong Lee, Partner
Lancaster & Santa Clarita, California
“Working with The Ultimate Estate Planner has been one of the best moves I ever made for my estate planning practice. In just over a year, the monumental changes my firm has undergone and the trajectory that both Kristina and Phil have helped us achieve has been far above and beyond my expectations.”
Scott Alperin, Attorney
Virgnia Beach, Virginia
Member of WealthCounsel, ElderCounsel and NAELA
“Coaching has helped me tremendously. There’s too much to implement at one time. You can’t implement it all without the accountability and help troubleshooting when new problems pop up. The Ultimate Estate Planner has been instrumental to my practice and helping us get to where we’re at today! I cannot recommend it enough!”