
Legal Marketing
Grow your practice
Legal Marketing Solutions:
- Legal Marketing Quick Start Program
- Peer Accountability Groups
- Seminars
- Live streaming events
- Webinars (live and on-demand)
- Intensive online courses
- Monthly news series

“My practice has increased by 28% since joining. Next week I'm conducting a seminar to 40 real estate agents on how estate planning can benefit them and their clients.”
Brian Ton, JD - Member since 2014
Knowledge Base
Build your toolkit
- Turnkey presentation packages
- Client communication tools
- Blog posts
- Newsletter content
- Practice and office management strategies
- How-Tos and FAQs
- Estate planning brochures

“As a result of this program, I have a marketing packet for referral sources and another for consumers. Over the past 6 months, I’ve met with at least 15 referral sources, established trust and profitable new clients are coming into my office at an increasing pace.”
Jeffrey C. Nickerson, JD - Member since 2013Featured Resources
More Resources →
A Guide to Trust Administration
Articles
A Guide to Trust Administration

2020 Estate Planning Awareness Week - Free Marketing Package
Articles
2020 Estate Planning Awareness Week - Free Marketing Package

Preservation of S-Corp Status in Trust Administration
Articles
Preservation of S-Corp Status in Trust Administration

Wealth Tracx - Sample Reports
Articles
Wealth Tracx - Sample Reports

Concluding the Trust Administration: What to Consider Before Making Final Distributions to Beneficiaries
Articles
Concluding the Trust Administration: What to Consider Before Making Final Distributions to Beneficiaries

Adapt Your Law Practice Checklist
Articles
Adapt Your Law Practice Checklist

2020 Tax Cheat Sheet for Clients
Articles
2020 Tax Cheat Sheet for Clients

Six Considerations for Serving Women Estate Planning Clients
Articles