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

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

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

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

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

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

The costs of healthcare & long-term care have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for this required assistance. At the same time, the spend-down of assets to qualify for government & elder benefits has changed over the years and become more complex. For most of the population, public benefits, including Medicaid & other government benefits, provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features a national authority in the subject, who will cover tools for spend-down's, exempt vs. non-exempt assets, differences between singles and married couples, the effect of future medical expenses on government benefits, and the landscape of Medicaid & medical expense planning. Lawyers With Purpose Founder co-presents "Mastering Medicaid Spend-downs, Government & Elder Benefits CLE" on March 11, 2020. Continue reading

From mid-November through the beginning of January, Lawyers with Purpose members tend to see a decrease of initial contacts, initial meetings, and workshop attendance. The holidays are THE time for your prospects and clients to be thinking about AND discussing their future plans with family, however, not as many do. How can you remedy this? By kicking off your maintenance program! Continue reading

The VA annually updates the amount paid to Veterans and widows for the Improved Pension Program. Here are the latest amounts which became effective December 1 , 2019 and will likely continue until December 1, 2020. Continue reading

At TAPER Orlando, Dave will share his vision for the profitable practice of law in the new decade. His Keynote address will be followed by some of the most transformative breakout sessions we’ve ever hosted. There will be sessions about adding Alzheimer’s planning to your firm; the SECURE Act; a three-part series on the TLC Estate Planning Process; budgeting; ActionStep financial reporting; marketing; VA benefits; and more. Continue reading

LWP Attorney Brittney Shearin, Esq. outlines the a short list of the SECURE Act basics you need to know. Continue reading

People have different needs regarding the amount of attention they want to receive in a relationship. For some of your referral sources, getting together once a year might be fine. Other sources might want to meet every six months, or even once a month. If the referral source is providing... Continue reading

As your referral relationships evolve, you want to track a wide range of information. For instance, make sure you know how many referrals you’re getting from each source, together with the average fee and retention rate per referral received. If one referral source is providing prospects that generally turn into... Continue reading

Last time, we detailed the types of questions you need to ask to both demonstrate your value to the allied professional and to quickly determine if working with the professional will be of value to you. Now let’s discuss the latter topic a bit further. What are some of the... Continue reading

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

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

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

This time of year, we remember with gratitude the many joys that our families, friends, clients, and neighbors have brought us, and we especially remember the sacrifices of those who have served our country. The Outreach Team at Maryville University has asked us to share this article with you, so... Continue reading

In this fourth part of a four part series on how to represent a claimant before the VA, Matthew Donald, Esq. Director of VA Services, cuts through the misinformation and provides an overview of what is actually happening with the VA's proposed rule change. Continue reading

With 2020 on the horizon, now is a wonderful time to roll out a Maintenance Program! A Maintenance Program helps you meet your revenue goals, foster lifelong clients, and focus on the proactive approach versus a reactive one. Continue reading

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

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

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

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

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