When I was in private practice, I was admonished to refrain from saying that I was busy. It’s true, I was busy, but most attorneys and most people are. The attorney who chastised me reminded me that by saying I was busy, I might inadvertently signal that I didn’t want more business. That conversation stuck […]

A practical checklist to help law firms optimize their Google Business Profile, improve local visibility & support consistent, high quality inquiries.

Leadership habits shape team performance and client service in estate planning and elder law firms. Learn practical behaviors that support clarity and focus.

What prospects want to know before hiring a law firm and how estate planning and elder law firms can address these concerns through clear systems and client experience.

As I was checking a sports app on an entirely unrelated matter, I stumbled across an article that strayed well outside traditional sports reporting and landed squarely in the world of Estate Planning for family-owned businesses. The headline immediately caught my attention: “How Buss Family Infighting Drove the $10B Sale of the Lakers.” Naturally, I […]

The Academy has spent years helping attorney owners plan for what happens if they die or become disabled. That kind of planning gives you control and protects your clients, your team, and your family.  But planning for life after retirement is different. And it often gets pushed aside.  In almost 30 years of working with hundreds of law firm […]

If your firm is working hard but not seeing the profitability you expect, the issue may not be your work ethic, it may be the numbers you’re not tracking. Join us for an informative, eye-opening webinar that will reveal the financial benchmarks every law firm should know, and how to use them to drive smarter, more strategic decisions in […]

Every Estate Planning attorney counsels their clients that choosing a Trustee impacts an Estate Plan in a myriad of ways. Experienced Trusts and Estates practitioners advise that selecting the right Trustee has the potential to make or break a plan. Attorneys learn the theoretical duties of trustees during law school or for the bar exam: […]

For many estate planning law firms, the new year brings renewed energy and a desire to improve marketing results. January feels like a natural time to reset, reflect, and make changes. However, the firms that see the most consistent growth aren’t starting from scratch in January. They’ve already done the heavy lifting in the fourth […]

Succession planning is a critical component for any law firm that seeks long-term success and stability. Beyond ensuring the firm’s longevity, effective succession planning also paves the way for developing future leaders who will uphold the firm’s values, mission, and legacy. For estate planning and elder law firms, the stakes are especially high. Not only […]