A critical step in preparing an estate planning firm for sale is reducing its reliance on the founding attorney. Many estate planners serve as the primary rainmaker, decision-maker and client advisor. While this builds trust with clients, it presents challenges when the time comes to transition ownership. To make a practice more attractive, owners mustContinue reading “Making Your Estate Planning Firm Independent of You: Part 2 of 6”
Tag Archives: estateplanninglawfirm
Understanding Buyer and Seller Motivation in Estate Planning Practices: Part 1 of 6
In the estate planning field, transitions in ownership are deeply personal and often triggered by changes in lifestyle, health or long-term vision. Many practitioners reach a point where the idea of retirement, relocation or reducing hours becomes more appealing than day-to-day operations. But the truth is, these decisions should not be driven by momentary burnout.Continue reading “Understanding Buyer and Seller Motivation in Estate Planning Practices: Part 1 of 6”
The Power of Core Values in Estate Planning Law Firms
Start by defining your core values and then commit to integrating them into everything you do. It’s one of the simplest ways to boost morale, increase accountability, and move your firm forward with clarity and purpose.
Virtual Peer Group Simulation on 1.21.25: Pre-Register Now!
🚨 Only 10 Spots Available! 🚨 Are you ready to elevate your estate planning law firm? Our limited EPiC Peer Group Simulation is back, but with only 10 spots available, this will sell out fast! 🚀 Why Attend? ✅ Collaborate with high-performing law firm owners✅ Get strategies that increase revenue and efficiency✅ Walk away withContinue reading “Virtual Peer Group Simulation on 1.21.25: Pre-Register Now!”
Virtual Peer Group Simulation on 10.22.24: Pre-Register Now!
🚨 Only 10 Spots Available! 🚨 Are you ready to elevate your estate planning law firm? Our limited EPiC Peer Group Simulation is back, but with only 10 spots available, this will sell out fast! 🚀 Why Attend? ✅ Collaborate with high-performing law firm owners✅ Get strategies that increase revenue and efficiency✅ Walk away withContinue reading “Virtual Peer Group Simulation on 10.22.24: Pre-Register Now!”
Peer Group Simulation—Second Date Added: March 28
Due to the strong response we received to our Peer Group Simulation on March 21, we have closed registration for that session and added a second date the following week! We are accepting a limited number of participants to our second Simulation, to be held 10 a.m.-4 p.m. on Tuesday, March 28, 2023. Nathan W. NelsonContinue reading “Peer Group Simulation—Second Date Added: March 28”
Peer Group Simulation on Mar. 21
EPiC Peer Group, a peer group program for estate planning law firm owners, will hold a free 1-day peer group simulation so that interested candidates can experience the solution firsthand. We limit participation to make the session manageable and productive. The date of the session is March 21, 10 a.m.-4 p.m. CDT. The session willContinue reading “Peer Group Simulation on Mar. 21”
Big thanks to WealthCounsel for co-sponsoring a night on the lake with EPiC Peer Groups!
During our Q3 Meeting in August, we enjoyed a night on the lake with 3 of our groups (2 pictured here). Thanks, WealthCounsel, for joining us in sponsoring the night out. We had a blast!
The 4 Stages of Maturity of an Estate Planning Law Firm
From my years of being involved with estate and business law firms, I have concluded that there are 4 stages of maturity for any estate and business law firm: Launch – The issues associated with the launching of a solo practice include determinations relating to location, niche, equipment and initial staffing. The peer group solutionContinue reading “The 4 Stages of Maturity of an Estate Planning Law Firm”