Estate Planning 101 - Changing the Way You Practice Law

Episode Summary

In this episode of Beyond the Legal Pad, Laura Cowan discusses the transformative journey of creating a sustainable and profitable estate planning practice. Starting with her story of launching a practice from scratch, Laura shares her strategies for achieving work-life balance, emphasizing the importance of delegation, building a strong team, and adopting virtual workflows post-COVID. The episode covers the essentials of estate planning, the ACE method (Attracting, Closing, Executing), and effective marketing techniques like hosting community workshops. Laura also introduces her upcoming book, Lifestyle Lawyer Revolution, offering insights for lawyers seeking fulfillment without abandoning their legal careers.

 

Timestamps:

[00:00-00:30] Introduction to Laura Cowan and Beyond the Legal Pad.

[00:31-01:43] Laura’s journey to launching a seven-figure estate planning practice.

[01:44-03:39] Impact of COVID-19 on legal practices and work-life balance.

[03:40-05:04] The ACE framework: Attracting, Closing, and Executing.

[05:05-06:35] The importance of having a team and starting with an assistant.

[06:36-08:26] Why estate planning is ideal for a lifestyle-focused practice.

[08:27-10:19] Marketing strategies: Educational workshops and community outreach.

[10:20-12:37] Effective client consultations and converting leads into clients.

[12:38-14:00] The 2-Hour Lifestyle Lawyer Program overview.

[14:01-15:15] Personal habits for maintaining balance and productivity.

[15:16-16:40] Laura’s book, Lifestyle Lawyer Revolution, and its mission.

 

About The Show

Beyond the Legal Pad is a podcast hosted by attorney Laura Cowan, offering insights into creating a fulfilling and balanced legal career. With a focus on estate planning, Laura shares her journey of building a successful virtual practice, launching the 2-Hour Lifestyle Lawyer program, and helping attorneys streamline their practices for more profit and freedom. Whether you're a lawyer seeking better work-life balance or interested in estate planning, this show provides practical advice, strategies, and inspiration to transform your legal career.