ESTATE PLANNING ATTORNEYS AND SUPPORT STAFF:
Wouldn't it be great to be able to successfully delegate even more of the probate process in your law firm?
...So that the attorney doesn't have to do all - or even most, of the work?
...Without the attorney having to "babysit" the process every step of the way?
...Without the attorney having to worry that a mistake could cost them their license (and reputation)?
"I don't have to reinvent the wheel. Trying to figure this out on my own and develop an efficient process would take years."
E. Nego Pile, Attorney - attendee of a prior, similar program
In Our Attorney + Legal Staff Course
Stress-Free Profitable Time Saving Probate Process,
you'll discover:
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The Five Major Stages Of A Comprehensive Legal Services Probate Process
There's a cadence to the probate process, and it's encapsulated in five distinct stages.
By organizing your process into these stages, your ability to control and manage workflow and information is vastly improved!
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The Ninety-Five Major - yes, 95 - (At Least!) Steps To Getting All The Way Through A Probate Case, Successfully
Did you know that, within the five major stages, there are (at least) ninety-five steps - or tasks - to providing a comprehensive probate service in your firm?
These crucial steps are the ones that enable you to make sure that every "i" is dotted and every "t" is crossed - both literally and figuratively.
Discover what they are, and get them working as part of YOUR hands-free, profitable process, as well!
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The Ways That Support Staff Can Take Tasks Off The Attorney's Plate - Without The Risk of Losing Control of The Process
But here is where this course is really meant to (and does) stand out.
As an attorney, I know how much time pressure there is. The only way to grow and scale properly (plus avoid burnout and overwhelm!) is to have support staff that can really take things off the attorney's plate.
That's why a BIG part of this course is helping both the attorney and the support staff understand the places where support staff comes in, and how to be accountable to the process so that the attorney doesn't have to worry.
This is HUGE!
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When asked:
"Would you say that this program will save you in: time, confusion during the process, confusion in delegating/receiving instruction?"
Attendees of a Similar, Previous Program Of Ours Say...
A big YES to all of the above. Having our key assistant on also doing the program ensures we are on the same page and are hearing the same instructions. We both have pages of notes we are comparing as we finalize the systems and processes in our office. All of this will save us considerable time and effort in the application process.
Greg Jimeno, Attorney
This program saved us hours of time and so much frustration. It also helped us fine-tune our processes to make sure we are able to serve our clients at the highest level.
Matt Perkins, Attorney
Yes. Absolutely.
It will definitely save me time from reinventing or figuring out the wheel! The steps are clearly lined out on what needs to happen.
Christy Hays, Staff
Attorney + Support Staff Member + This Course = everything you need to get started - and even better, to get it done RIGHT!
Maybe you've thought: I wish I could get even more help from my staff with my probate process, but I don't have the time to dig in and teach it - it's too complicated!
Or maybe you've said to yourself: I really can't trust any staff member to do all of this for me, there's too much at stake.
And you've definitely wondered: Even if I place my trust in someone else, how can I be sure they won't mess it up?
Either way, in The Stress-Free Profitable Time Saving Probate Process, you'll discover how to overcome those thoughts and fears - and get the confidence and competence to offload a large portion of the process to a team member, without the risks!
"It connected the dots for me."
Lisa Eckstorm, Law Firm Staff Member, an attendee of a previous, similar program
Hi, I'm Attorney Nicole Wipp...And I live the dream because of my team.
When I first started in the practice of elder law and estate planning, I hated even thinking about doing probate.
There was so much to do ... and the time spent on it wasn't really worth it to me if I wanted to make real money in my practice.
But I also knew one thing: if I didn't ensure we had probate services in my law firm, I was not only going to fail to serve the very clients I was eager to help - I was also going to lose out on a LOT of opportunities to further serve clients with other, more lucrative, legal services.
The problem? I was busy. And to add this crucial service to my practice seemed daunting and energy-draining.
Even worse, how could I trust a staff member to handle this complex process - wasn't it just "easier to do it myself?"
(NO, as it turns out!)
That's where my paralegal Sharon comes in. I decided I couldn't afford to lose out on this opportunity to serve clients, but I also needed the help. There was just no way around it!
Together, we spent the time to create a time-saving, profitable process of getting our clients through probate.
Even better: As the attorney, I only spend the time absolutely necessary on the cases (and that, my friends, is very little time).
Our team makes it work almost entirely without me - but the reality is, it is because we have created a comprehensive process.
And again, the best part of all is that I am not involved in most of the process because there is a high level of accountability that makes sure things don't "slip through the cracks."
Let us share it with you and help you make it work for your practice and your team!
Go from uncertainty and overwhelm to confidence and competence in your delegating the probate process to your team
- ENABLE law firm staff to be even more helpful in case management by knowing exactly what to do, when to do it, and why they're doing it
- SCALE AND GROW PROFITS - without dramatically increasing expenses
- CONTROL the risk of handing over the process to a staff member by using our customizable tools and templates
"This course was so informative...I loved everything."
Donna Lehman, Staff - Attendee of a previous, similar program
Imagine...
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Expanding your firm's ability to get more revenue - without adding to the attorney's workload
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Having clear, specific steps to take - so that the attorney doesn't need to micromanage or "babysit" the process
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Clarity on the "how" and "why" you do each thing - so there is understanding behind the tasks
"Loved the program - liked that you can jump in with questions during, not just at the end."
Aimee Vance, Staff - attendee of a prior, similar program
What's Included
#1- A Half Day, Interactive, Live Training
This will be LIVE training by Nicole Wipp and Sharon Kwolek, an EXPERIENCED and SUCCESSFUL attorney-staff team, on each of the case phases, and their related tasks/steps to completion.
These are done LIVE so that you can ask your questions in real-time, and make sure you're absolutely clear.
#2- A Training Portal
Can't attend a live training or need to review what you already learned?
Never fear - we have an easy-to-use online training portal that will hold all of your training materials, including the recorded training AND the Q&A.
#3- Our Firm's Successful, 95-Step Process for Managing Probate (Without The Attorney Handholding or Babysitting!)
We are going to give your firm the exact process that we use every day - but the great news is, you can customize it to meet the needs of YOUR firm and the intricacies of the law in YOUR state.
This piece alone is worth much more than the cost of this program...it will save you HOURS of time and headache!
Don't Wait! Save Your Seat Today ... And Make 2021 Your Most Productive & Profitable Ever
**Only 15 Firms Per Session**
Due to the personalized, "hands-on" nature of this training, we only have a limited amount of seats available.
Registration is closed when the class fills ... or the timer hits zero.
Join Nicole & Sharon Now!
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JOIN US
$1200
2 SEATS:
One Attorney & One Staff Member
All The Tools You Need To Create A Stress-Free Profitable Time-Saving Probate Process That Gives Competence & Confidence To Both Attorneys and Staff!
This training is meant to help staff and attorneys not only be clear on the process but also to understand and implement the process in ways that will really take tasks off the attorney's plate - without the worry!
That being said, it is specifically for both attorney and team member - so that firm-specific issues can be dealt with in the way that the attorney wishes for their firm.
We know that every firm has its own way - and that's why, even though this course teaches a specific method, it is truly customizable for what works for YOUR firm, YOUR state, and YOUR team.
Join us!
Training Schedule:
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1 Live, Intensive "Exactly How-To" Training: Thursday, October 14th from 1 - 5 PM EST
Please allow for the full four hours for the training. It may not go that long, but it is best to plan for that timeframe.
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1 Live "Ask Us Anything" Q&A: Thursday, October 21st, 2 - 3 PM EST
- Can't make it LIVE? No worries...you have access to the recording in your training portal!
What You Will Learn
STAGE 1: Client Intake
When the client is getting ready to hire and immediately afterward, it’s essential to get started on the right foot and keep the client on track.
The Intake stage is all about the client onboarding process and creating a positive client experience during a very stressful time in their lives. In this phase, you will learn and create a process for the essential documents, tools, checklists, and client prompts that move the information-gathering process powerfully forward.
- Establish a clear, "easy-t0-follow" procedure for both staff and clients to follow so that the case starts off on the right foot
- Use the process to communicate to clients your level of professionalism and competence
- Set clear accountability standards with the client about their role in moving the estate case forward
STAGE 2: Opening of Case
After the client hires, you must keep the case moving forward as quickly as possible to avoid missing important deadlines and to keep revenue flowing in your firm. This stage is one in which the staff can play a key role in taking things off the attorney's plate!
It is, fundamentally, about the meticulous process of starting information-gathering, sending notices, and ensuring adhesion to deadlines for both staff and client.
- Ensure there is no confusion about who does what in getting case documents completed for initial signings and filings, including notices
- Document clear rules, "if/then's" and context for staff members to be able to complete a majority of the paperwork without attorney involvement
STAGE 3: Marshalling Assets & Inventory
This phase is where you continue the information-gathering process and don't let things slip through the cracks.
- How tying each action to the rule that supports the action is what makes your case go smoothly, every time
- Setting your attorney up for success by taking administrative tasks of probate off their plate
- Setting expectations about “who does what” to get the case completed in an efficient manner - attorney, client, and staff
- How staff can help clients stay on track and get the information into the firm
STAGE 4: Accounting & Distribution
This stage of the case is what the client has been working toward the entire time. Managing expectations through this stage is essential, but it is even better when you've created a clear process to keep them focused.
- Keeping the client on track
- Setting up the accounting so that mistakes that could impact the attorney's reputation aren't made
- Setting up summaries and accountings easily and with deliberation
STAGE 5: Close Estate
Even after you’ve distributed assets from the estate, the case is far from over. In fact, there are instances in which the case must be continued, or it may be months before the final accounting may be submitted for the case to close.
Don't let these final steps fall through the cracks! Finish the client engagement strong.
- How to decide continuing administration or immediate close
- Clarify finalization tasks and who does them, when, so that the case doesn't linger
- Finish the case in a way that the client is inspired to give referrals to your firm!
Are you still wondering:
Is this course right for our firm?
Perfect for you if:
- You're ready to stop spinning your wheels and wasting time
- You want your process strategically planned to minimize risk to the client and firm
- The attorney is overwhelmed by doing this on their own and needs their support staff to take on parts of the process (but doesn't have the time to train!)
- You find yourself paralyzed with the risk of delegating
- You want your staff to help, but don't feel confidence in THEIR competence
Not for you if:
- You need an entire course in the legal aspects of your state's probate process - this is not teaching the law, it is teaching how to create a thorough process
- You aren't willing to let someone else help you with your process - you have to do everything yourself
- You can't invest in your firm and its success
- You aren't ready to take the necessary steps to move your law firm to the next level
- You aren't willing to take advice and be coachable
Still Have Questions?
Check Out Our FAQ, Below!
When Exactly Is The Training?
What If I Cannot Make A Training?
How Will I Access The Customizable Process Spreadsheet?
What If I Want More Than One Team Member and One Attorney From My Firm To Attend?
I'm Still Not Sure - Can I Talk To Someone?
What Is Your Refund Policy?
JOIN US
$1200
2 SEATS:
One Attorney & One Staff Member
Training Schedule:
-
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1 Live, Intensive "Exactly How-To" Training: Thursday, October 14th, 1 - 5 PM EST
Please allow for the full four hours for the training. It may not go that long, but it is best to plan for that timeframe.
-
1 Live "Ask Us Anything" Q&A: Thursday, October 21st, 2 - 3 PM EST
Can't make it LIVE? No worries...you have access in your training portal!
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OK....SO NOW,
WHAT ARE YOU WAITING FOR?
STOP LEAVING TIME & MONEY ON THE TABLE
Get The
Stress-Free Profitable Time Saving Probate Process
Today!