Latest News

Most people think estate planning begins and ends with documents. A will, a trust, a power of attorney — check the boxes, put them in a drawer, and move on. But that limited view is exactly why so many estate planning attorneys are at risk of becoming irrelevant.

By implementing estate planning subscription models, you can move from one-time transactions to lasting client relationships. This shift not only creates predictable, recurring revenue for your firm but also provides clients with the continuous and comprehensive guidance they need.

One of the biggest turning points in my practice over the past year has been realizing this: Most estate plans don’t fail because of bad documents — they fail because the conversations were never deep enough to begin with.