Estate planning clients rarely arrive in a purely “transactional” state of mind. They are often navigating grief, family tension, fear of the unknown, financial anxiety, or uncertainty about aging and incapacity. Research in behavioral science shows that emotion significantly shapes how people process information, especially in high-stakes or personally meaningful contexts. This makes emotional intelligence […]

Your law firm’s website serves as a digital front door, often shaping the first impression potential clients have of your practice. Avoiding common website mistakes can help ensure visitors stay longer, engage more, and ultimately contact your firm. Slow Loading Speeds Why It’s a Problem: Visitors expect websites to load quickly. In fact, according to KissMetrics, a popular […]

Success in the legal field isn’t solely determined by legal knowledge or years of experience. An often overlooked factor that can significantly impact a law firm’s success is adopting a growth mindset. A growth mindset fuels professional development, fosters resilience, and drives innovation in legal practice. What Is a Growth Mindset? The concept was pioneered […]

As 2025 comes to a close, many estate planning and elder law attorneys are doing what they encourage their clients to do every year: pause, reflect, and take stock. Not just of results, but of decisions. Not just of activity, but of outcomes. Across the Academy, this year offered a clear view into what is […]

Have I mentioned that it’s my favorite time of the year?  Temperatures fall, spirits rise, and I spend a few weekends decorating my yard and home for the holidays. I believe in the magic that exists at this time of the year. Of course, I wouldn’t be me if I didn’t also focus on reality. […]

In 2026, data security is no longer a purely technical concern, it’s a foundational business issue for estate planning and elder law firms. Client data now moves through intake systems, cloud storage, document platforms, video conferencing tools, email automation, and internal dashboards. Each system creates opportunity for efficiency and potential exposure. For attorneys, the question […]

Most estate planning firms understand the importance of consistent marketing but maintaining that consistency often feels difficult when client work takes priority. The most effective firms simplify their process by building a system that multiplies the output of a single high-quality asset. One strong blog post can provide enough material for an entire month when […]

Note: This on-demand training is designed for non-Member attorneys. For decades, attorneys have been told there’s only one way to run a law firm: Work harder. Bill more hours. Hope to eventually slow down. But anyone who’s built a firm that way knows the truth: It’s exhausting. It doesn’t scale. And it leaves you with a business […]

It’s my favorite time of the year. Temperatures fall and spirits rise as we approach the holiday season. While we count down the days to year-end and enjoy gathering with our loved ones, it’s a great time to remind ourselves and our loved ones about the seedier side of the holiday season: scams. Scams run […]

In estate planning, nothing beats a trusted recommendation. A well-placed ad or a polished website can spark interest, but a glowing review from a friend, community connection, or adult child is what fills your calendar with the best kind of clients: pre-sold, trusting, and ready to move forward. Yet here’s what many firms miss: referrals […]