Legal Education & Coaching
Coaching for Attorneys and Professional Advisors
We offer in-person and online coaching and consultation sessions designed to help you improve your legal or financial services practice. We believe there are times when an individual or company can benefit from an outside perspective. The primary goal of a coach is to assess current skill sets and using their own experience as a guide, provide recommendations for improvement. Here are just a few of the ways that we can help:
- Teach technical legal issues related to estate planning, elder law and probate.
- Advise on business processes, such as the creation of legal forms and workflows.
- Provide consultation on various law practice management issues (like marketing and effective billing).
Please note that our coaching and consultation services are not intended to provide legal advice, nor create an attorney-client relationship with any individual. You should contact an attorney if you require legal assistance.
Our areas of expertise include:
Wills & Trusts
Help your clients plan for the future by creating legal documents that dictate how their assets will be distributed after their death (Will) or managed during their lifetime (Trust).
Special Needs Planning & Elder Law
Help your clients develop a strategy to ensure the future security and well-being of a loved one with special needs and elder care, including maximizing government benefits.
Trust Administration
Learn how to manage and distribute assets held in a trust according to its terms, ensuring the proper care and financial security of beneficiaries.
Business Succession Planning
Guidance for developing a comprehensive strategy to ensure a smooth transition of ownership and management for a business to future generations or new owners.
Estate Administration, Guardianships and Conservatorships
Learn how to guide beneficiaries through the legal process of settling an estate after someone passes away, ensuring assets are distributed according to the Will and all legal requirements are met. Also learn when to obtain legal authority to care for the person (guardian) or finances (conservator) of someone who is no longer able to make decisions for themselves.
Guidance on the creation of legal forms and law office workflows. Learn more about marketing for your practice and billing.