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

Lawyers With Purpose would like to recognize Milvidskiy Willis LLP in New Jersey as September's Members of the Month. Andrey took some time to answer our questions: What is the greatest success you’ve had since joining LWP? We've been LWP members since my partner and I founded the firm in... Continue reading

What is the greatest success you’ve had since joining LWP? In a speech (before a large group of clients of a financial planning firm) using the “Estate Planning Essentials” workshop (along with examples of actual cases), we were fortunate enough to collect approximately $200,000 in revenues and we are continuing... Continue reading

What is the greatest success you’ve had since joining LWP? We have nearly doubled our revenue for the first half of 2017 over 2016 while reducing our expenses by more than $25,000. What is your favorite LWP tool? The document generator inside Actionstep. How has being part of LWP impacted... Continue reading

What is the greatest success you’ve had since joining LWP? Meeting my office income goal in April, 2017, and being well on track to meet it in May! I’m learning to be confident in my abilities which is always a personal success. Also, helping families find a bit of peace,... Continue reading

What is the greatest success you’ve had since joining LWP? Since joining LWP, I have transitioned and dedicated my practice exclusively to elder law and estate planning, founded my own firm, and have grown the firm to a team of five people including an associate attorney. What is your favorite... Continue reading

Sabrina A. Scott, the Director of VA Services for LWP talks about how elder law and estate planning attorneys can serve the veterans in their community by legally and responsibly representing them and their families in Department of Veterans Affairs claims for non-service-connected disability pension benefits. Continue reading

What is the greatest success you’ve had since joining LWP? The greatest success I’ve experienced since joining LWP has been the confidence I’ve gained as a part of the entire implementation process. I joined LWP a little over 6 months ago, and in the time, feel as if I have... Continue reading

Lawyers With Purpose's Platform Trainer, Briana Moriarty, gives a brief update on Actionstep and the LWP Workflows that are offered within the system. Continue reading

On December 13, 2016, President Obama signed into law the Special Needs Trust Fairness Act as part of the 21st Century Cures Act which allows beneficiaries to establish their own first party SNTs. Most changes will be made in the first 100 days of the PEOTUS term. Continue reading

What Is The Greatest Success You've Had Since Joining LWP? Launching and doing workshops. We are certainly a work in progress as far as marketing them and getting butts-in-seats. However, I am very proud of my team that we dove right in and started doing them, and keep doing them... Continue reading

Victoria Collier, Co-Founder of Lawyers With Purpose and Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, has joined Jack Canfield, along with a select group of experts and professionals, to co-write the forthcoming book titled, The Road to Success: Today's Leading Entrepreneurs and Professionals Reveal... Continue reading

There are three categories of individuals whom the VA will accredit: representatives of VA-recognized Veterans Service Organizations (VSOs), independent claims agents, and private attorneys. The route to accreditation differs for these various categories, but the governing department of all accreditation matters is the VA’s Office of General Counsel (VAOGC). It is this department that handles any questions, comments, and requests for correction of information related to accreditation as well as receiving any complaints regarding misconduct or incompetent representation. Continue reading

Love and marriage can be of supreme importance when the Veterans Administration (VA) is considering an application for death pension from a surviving spouse. It is true that marriage is one way to document a veteran’s dependent, and this would mean an additional $332 per month to a vet’s pension in 2016. But failure to document a veteran’s marriage would certainly not be an outright bar to pension. By contrast, in the case of a surviving spouse’s claim, if you cannot document that the marriage between the surviving spouse and the veteran was valid, you have no claim at all, regardless of how eligible the surviving spouse may be otherwise. Continue reading

What is the greatest success you've had since joining LWP? The greatest success we have enjoyed thus far has been the improvement in teamwork. Our internal communication has improved tremendously which means fewer mistakes and greater efficiency as well as serving our clients more efficiently. What is your favorite LWP... Continue reading

Welcome to Your Legal Hour! This week's topic is The LWP Relationship Management System (RMS). Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session 10 Key Focusers Filled Out (PDF) RMS Relationship Review Form (PDF) Completed Workshop Strategy Worksheet (PDF) RMS Chart (PDF) RMS My... Continue reading

Welcome to Your Legal Hour! This week's topic is Trust Design. Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session Enhanced Trust Design Template (PDF) Supporting Materials from Prior Sessions Your Legal Hour Overview Week 1 Materials Week 2 Materials Week 3 Materials Week 4... Continue reading

What is the greatest success you've had since joining LWP? Our greatest success so far has been in recognizing some operations and processes that need to be broken in order to be put back together in better condition. We're still very much in the process of breaking things; however, after... Continue reading

Welcome to Your Legal Hour! This week's topic is Trust Design (Part 2). Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session Enhanced Trust Design Template (PDF) Supporting Materials from Prior Sessions Your Legal Hour Overview Week 1 Materials Week 2 Materials Week 3 Materials... Continue reading

What is the greatest success you've had since joining LWP? Our greatest success since joining LWP™ has been to move our team forward from basic tax and estate planning to being able to provide comprehensive asset protection and elder law solutions, as well as being able to serve veterans and... Continue reading

Welcome to Your Legal Hour! This week's topic is Trust Design. Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session Enhanced Trust Design Template (PDF) Supporting Materials from Prior Sessions Your Legal Hour Overview Week 1 Materials Week 2 Materials Week 3 Materials Week 4... Continue reading

Welcome to Your Legal Hour! This week's topic is Boost Your Closing Rate with the Vision Clarifier (Part 2). Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session Boost Your Closing Rate with the Vision Clarifier (Part 2) - Slides (PDF) Supporting Materials from Prior... Continue reading

Welcome to Your Legal Hour! This week's topic is Boost Your Closing Rate with the Vision Clarifier. Questions about the materials presented? Contact us at info@lawyerswithpurpose.com Supporting Materials from This Session Boost Your Closing Rate with the Vision Clarifier - Slides (PDF) Supporting Materials from Prior Sessions Your Legal Hour... Continue reading