We will explore and learn the following to start building our Estate Planning Toolbox 

• Why estate planning?
• Recap of substantive law
• Introduce common estate planning strategies
• Exercise: knowing your state law and an introduction to our hypothetical client scenarios (homework)

We will continue our foundational learning with the following: 

• A discussion of the 3 Estate Planning hypotheticals 
• Drafting exercise for at least one of the hypotheticals

We will learn the following:

• 10 types of niches in estate planning
• Overview of successful marketing strategies: creating a professional referral network; seminar marketing; using webinars and other virtual platforms; and social media/content marketing
• Exercises: Identify your ideal client; working on your elevator speech; and 3 people to reach out to when you get back to the office
   

We will explore and learn the following so we can appropriately and efficiently serve our clients: 

• Is your process effective?  We will explore different options for the initial client meeting, designing your client’s estate plan, implementing the client’s estate plan, delivering documents, and maintaining the plan.  
• Analyzing and setting appropriate fees
   

• Introduction to the Practice Model Solution™ to help you analyze your practice model, marketing strategy, pricing structure, and practice management strategies. How to use your uniqueness in your strategies. 
• Create a Growth Map™ - a clear plan of action outlining what to do after you’ve “graduated” from Bootcamp.
   

Join us for a virtual reunion!