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Located in Glastonbury, Connecticut, and serving most of the state, Baker Estate Planning Law, LLC has been a LWP member since 2016. In one year, from the point of becoming fully engaged with the LWP process, the firm doubled its income. Founder and Owner George Baker talks with LWP about his path to success. Continue reading
Posted 5 days ago at Lawyers With Purpose
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LWP member and trainer Timothy P. Crisafulli, LL.M., Esq. reviews the two specific tests, the Court Test and the Control Test, that together designate whether a trust is considered foreign or domestic. Continue reading
Posted 5 days ago at Lawyers With Purpose
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During the "Why Day" session at the Taper New Orleans retreat held this past March, Lawyers with Purpose Founder Dave Zumpano presented his take on law firm roles and the power of having the right person in the right seat. Zumpano offered that "Who?" (not "How?") is the greater question to answer when planning to grow a law firm. Continue reading
Posted 5 days ago at Lawyers With Purpose
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A members-only section on your website can allow enrollees in your maintenance program to sign up for exclusive events, download videos of workshops they might have missed, and more. It also allows you to generate revenue through advertising (as does your newsletter). How? By offering companies that provide services of... Continue reading
Posted May 3, 2019 at Lawyers With Purpose
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Your maintenance program will help you forge solid bonds with your clients and members of your clients’ families. Consider the latter for a moment. Inviting family members to social events, encouraging them to attend review meetings and workshops, providing counsel to the family following a client’s incapacity or death… all... Continue reading
Posted May 1, 2019 at Lawyers With Purpose
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The TLC™ Estate Plan Maintenance & Fee Guarantee Program offers all of the services listed below. Remember: This information is intended to provide you with an idea of what a maintenance program can offer. Your program must reflect your clients’ needs and your firm’s capabilities. The TLC™ Estate Plan Maintenance... Continue reading
Posted Apr 26, 2019 at Lawyers With Purpose
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When it comes to maintenance programs, one size does not fit all. You should tailor your program to the needs of your client base and your firm’s capabilities. Also, as we mentioned last time, you have to limit the scope of your program. It’s supposed to be a source of... Continue reading
Posted Apr 24, 2019 at Lawyers With Purpose
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Some attorneys dismiss maintenance programs out of hand because they don’t see why clients would participate in them. Don’t think like that. Maintenance programs are very appealing to clients, for two powerful reasons. First, a maintenance program helps ensure that a client’s plan is always up-to-date and capable of accomplishing... Continue reading
Posted Apr 19, 2019 at Lawyers With Purpose
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Generating a consistent, reliable revenue stream is a challenge for many law firms. An annual maintenance program can provide a solution to this problem, and, in effect, function as a line of credit for your firm. In the coming weeks, we’ll discuss the elements of a successful program, the benefits... Continue reading
Posted Apr 17, 2019 at Lawyers With Purpose
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At Lawyers with Purpose, we strongly advocate for weekly team meetings. Why? Because they’re the perfect time to review key performance indicators (KPIs) and client satisfaction, as well as to make sure projects and goals are on track, and nothing is falling through the cracks. Even if you are a... Continue reading
Posted Apr 2, 2019 at Lawyers With Purpose
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Timmel Law, which began in 2009, has been an LWP member since 2012. Located in New Albany, IN, it has the unique distinction of serving markets in 2 states, Kentucky and Indiana, or “Kentuckiana.” Attorneys Peggy Timmel, who founded the practice, and Jessica Richards together with a support team of seven, plus Fred, a delightful canine who serves as the “Director Of Goodwill,” provide estate planning, elder law, asset protection, long term care & Medicaid, veterans’ benefits, and probate & estate administration services for their clients. To celebrate Timmel Law’s many successes, LWP sat down with Jessica Richards to talk about their firm. Continue reading
Posted Apr 2, 2019 at Lawyers With Purpose
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Lawyers with Purpose contributing attorney Brittney M. Shearin, Esq. researches and reports on some interesting statistics regarding whether living on a cruise ship could actually be a viable alternative to assisted living. Continue reading
Posted Apr 2, 2019 at Lawyers With Purpose
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Asking the right questions accomplishes several goals. It allows you to find ways to distinguish yourself from your competition and demonstrate the value you offer the allied professional and his or her clients. This can convince the professional to move forward with you. In addition, asking the right questions allows... Continue reading
Posted Mar 29, 2019 at Lawyers With Purpose
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Why should a professional refer his or her clients to you? For starters, the professional must know why and how your services will benefit his or her clients. The professional must also be confident that you will “do right” by his or her clients—basically, that you will provide effective legal... Continue reading
Posted Mar 27, 2019 at Lawyers With Purpose
Simply put, you want to meet with professionals that service your market in a different way than you do and whose clients (or patients) can benefit from your services. So where do you find these professionals? Your sources can be broken down into four categories: institutions such as hospitals and... Continue reading
Posted Mar 22, 2019 at Lawyers With Purpose
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To a large extent, your success is determined by how well you manage your leads and vital relationships, especially referral relationships with allied professionals. Unfortunately, forging and maintaining profitable referral relationships is one of the greatest challenges facing most law firms. In the coming weeks, we’re going to discuss proven... Continue reading
Posted Mar 20, 2019 at Lawyers With Purpose
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Using state-of-the-art software within an effective system allows you to build a highly efficient team and firm. Each workflow is comprised of a series of steps with a defined set of tasks to be completed at each step. Many of the steps are designed to do things automatically, like assign... Continue reading
Posted Mar 15, 2019 at Lawyers With Purpose
State-of-the-art asset protection software can alert you to potential problems. Case in point: During the interview, LWP software will display “light bulb” icons offering built-in practice tips and pointers that provide background and help you make informed choices. For example, there is a light bulb that displays information about required... Continue reading
Posted Mar 13, 2019 at Lawyers With Purpose
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Another powerful component of some software is the ability to do dynamic interviews. Let’s say John and Jane Sample want separate revocable living trusts and you collect the information needed to do each one. But what if they change their minds and want a joint revocable living trust? The software... Continue reading
Posted Mar 8, 2019 at Lawyers With Purpose
The process of creating a customized estate plan begins with the client interview. State-of-the-art software uses a single-entry system; as you work through the interview, you only have to enter information once. That information is later reused in the interview and replicated in the assembled documents. Another benefit of a... Continue reading
Posted Mar 6, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Time Management. Though it’s a work in progress and likely always will be, we have learned so much about how to be more efficient, better organize ourselves and our calendars, and become more productive. What is your favorite LWP tool?... Continue reading
Posted Mar 5, 2019 at Lawyers With Purpose
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Greater efficiency is one of the keys to greater profitability. As an estate planning and elder law attorney, if you want to become more profitable, your firm must be able to draft an asset protection plan more efficiently. The right software can help you accomplish this. The improved workflow efficiency... Continue reading
Posted Mar 1, 2019 at Lawyers With Purpose
Given the amount of time and energy you put into running your law firm, do you feel like you should be making more money? Do you wish you could spend more time with your family or on the hobbies and activities that interest you most? Do you feel like there... Continue reading
Posted Feb 27, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? My biggest success has been utilizing an Irrevocable Trust to protect a firearm collection for clients that they have built for their children. What is your favorite LWP tool? My favorite LWP tools are the Workshops, Estate Planning Auditor and... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Consistently making revenue. What is your favorite LWP tool? The Medicaid Qualification Sheet. How has being part of LWP impacted your team and your practice? It has given our team more confidence, stability and awareness of how the team functions... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose