Coaching for Estate Planning Attorneys

Unlock Your Law Practice’s Full Potential
with Expert Coaching

Get personalized guidance and accountability from experts of
one of Southern California’s largest estate planning law firms

With over 20 years of hands-on experience working alongside nationally renowned estate planning attorney Philip Kavesh—whose firm has served thousands of clients over decades—Kristina Schneider, MBA knows exactly what it takes to run and grow a thriving estate planning practice.

Whether you’re launching your own practice or looking to scale an established one, Kristina will help you bridge the gap between legal knowledge and real-world business success.

What You’ll Gain from Coaching with Kristina:

• Tailored support for practice-building, staffing, marketing, and operations

• Strategies to improve client intake and increase revenue

• Tools to develop efficient firm infrastructure and workflows

• Accountability and action plans to keep you on track

• Solutions to common challenges that law school and CLEs don’t teach

Coaching Options Include:

✅ Flexible packages (choose the number of 60-minute sessions via Zoom you need)
✅ Recorded sessions for review anytime
✅Personalized, actionable insights focused on YOUR practice needs

Ready to transform your practice?

Gain clarity, confidence, and control over your law firm’s growth.  Sign up for a coaching session with our head Practice Success Coach, Kristina Schneider, MBA today—your takeaways from this session will more than make up the direct cost (and your time) investment!

About Practice Success Coach, Kristina Schneider

Kristina Schneider, MBA is a Practice Success Coach with The Ultimate Estate Planner, Inc., where she specializes in consulting with estate

 planning attorneys on proven practice-building and marketing strategies developed by nationally renowned estate planning attorney, Philip Kavesh.

Kristina earned both her Bachelor’s degree in Business Administration and her Master of Business Administration (MBA) from Pepperdine University’s Graziadio Business School. Following her undergraduate graduation, she was hired by Phil Kavesh and his law firm, Kavesh, Minor & Otis, to help develop and deliver live training programs for estate planning attorneys and financial advisors. She also served as Phil’s Executive Assistant and played an integral role in the firm’s management and marketing initiatives.

With over 20 years of hands-on experience working alongside Phil and within his law firm, Kristina has helped countless professionals—and their teams—successfully implement Phil’s systems and strategies to grow and streamline their practices.