Practical thinking on operations, compliance, marketing, and succession for elder law and estate planning attorneys.
Subscribe to Law Firm Excellence →Grinding out networking events can be a drag. The single insight — and simple 3-step system — that changed everything for me, and how estate planning attorneys can use it to be the most valuable person in the room.
Read the article →Heard of a maintenance program but never cracked it? An operations consultant who built one of estate planning's first — and grew it to 1,000+ clients a year — on what to offer, how to price it, and why most fail.
Read the article →Badges like "SOC 2" and "HIPAA compliant" sound safe — but what do they actually mean, and is it enough? A practical guide, built from a conversation with an AI-governance and data-privacy attorney.
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