The Ultimate Level™ August 7 & 8, 2025 (Carlsbad, CA) – Attorney Registration

(Yes, Read On…)

If you’re running your own estate planning practice, chances are you’re stressed and even feeling a bit burnt out.

Running your own law practice is no easy thing to do. Meeting with and engaging clients. Dealing with difficult cases and situations. Getting documents ready to sign. Then, on top of the lawyering stuff, coping with the everyday business challenges. Hiring the right people. Making sure they’re properly trained and working efficiently. Making sure that your employees are getting along and you’re managing any conflicts that may arise. Figuring out how to get new clients in the door. Making sure you meet payroll and pay yourself. And, once in a while, enjoying a sanity break yourself!

None of these business essentials were taught to you in law school. And there are very few (if any!) continuing education courses that address these challenges and are specifically dedicated to an estate planning law practice.

So, what are you to do? Give up? Keep doing what you’ve been doing and hope for a different result? Rely on trial and error?

Would Your Practice (and Your Life) Be Better Off If
You Had Tested and Proven Answers To…

• How to get the right kind of prospects coming in and more of them becoming clients on a consistent basis?
• How to get their estate planning documents out the door efficiently and in a timely manner (and without working ridiculous hours)?
• How to assemble the support team you need, with administrative staff and associate attorneys who not only work together efficiently, but are incentivized and motivated to help make your firm profitable?
• What kind of system to use to service your past clients and bring in more consistent revenue from them (instead of always having to hunt for new ones)?
• How to utilize the newest 21st century marketing to generate business from the internet and a proven process to generate client referrals, so you reduce the cost, time and pressure of having to market your services?
• How you can arrange your life so you do only the tasks you love to do and are the highest and best use of your time? (Are you still managing your own calendar? Taking calls directly routed to you? Checking and monitoring your voicemail and e-mail? Well, you shouldn’t be!)
• How you can enjoy the profits from a well-oiled machine and the freedom to take more time off to spend with your family and loved ones, travel the world or do other things you’ve always wanted to do?
• And how do you build your practice toward a feasible, profitable exit or retirement strategy, which will reward you for all your blood, sweat, tears, and years that you’ve spent developing it?

All of these can be learned and become a reality for you, not just a dream.

But, you have to take the first step. Attend two in-person days with us, The Ultimate Estate Planner, at an event unlike any others out there or any you’ve ever attended, “The Ultimate Level”.

This isn’t just a one-size-fits-all program where you’re left trying to figure out how to apply what you learned to your particular practice. You will walk away with a specific action plan and key implementation strategies that will help you take your practice to the next level. Many past attendees have told us that this program has reinvigorated their passion for their careers, saved their marriages, and helped them fulfill their dreams of running a successful practice as well as improve the quality of their lives.