If you’re building an estate planning firm that’s profitable, sustainable, and eventually sellable,
A Client Care Program isn’t a “nice to have. It's a must.
Build Your Firm's Value with a CCPHere’s why: 5 Reasons
You Need a Client Care Program,Â
Even if You’re Just Starting Out
Recurring Revenue
Stop chasing new clients every month. Create predictable income that compounds.
Repeat Business & Referrals
Turn one-time clients into lifelong clients who come back and send friends.
Increase Your Firm's Value
A firm with subscription revenue is worth more when you sell it.
Streamline Annual Reviews
Systematize client updates and avoid awkward “Do I charge for this?” moments.
Differentiate Your Practice
Most lawyers don’t offer this. You’ll stand out — and clients will notice.
This isn’t just theory.
By the end of the program, you’ll walk away with a fully designed and customized Client Care Program built for your firm.
Build Your Firm's Value with a CCPYou’ll get everything you need to start enrolling clients before the course even ends, with step-by-step guidance on how to price, position, and deliver your program with confidence.
You’ll also receive the exact tools, templates, and systems to operate a successful Client Care Program — including how to market it, how to communicate its value to clients, and how to find and train the right support team to help you run it.
This is A-to-Z implementation,
taught by two industry veterans — Laney Lyons and Laura Cowan.
Laney Lyons Â
For decades, I have helped estate planning law firms simplify and strengthen their funding operations. The systems I have developed improve efficiency, reduce risk, and create consistent revenue without adding strain to internal teams.
One of my earliest projects involved creating and implementing an estate planning maintenance program (way back, before maintenance programs were 'cool') which grew to over 1,000 clients. After a few years, we realized while a great program it wasn't profitable!
To solve this, I created a step-by-step systems streamlined for profitability to deliver services with fewer delays and minimal oversight. We then licensed this program to firms across the country and I supported each in implementing their program into their practice.
Additionally, we turned our client maintenance program into the primary source of referrals and took our firm to over $1M gross revenue.
Laura Cowan
Recognized as the “2nd Best Estate Planning Attorney” in New York by Yelp! out of more than 850 peers, Laura has built a reputation for excellence and innovation in the legal field. She is the creator of the 2-Hour Lifestyle Lawyer™, a transformative approach that empowers attorneys to launch virtual estate planning practices without sacrificing work-life balance. Laura’s guidance doesn’t stop there—she also founded the Lifestyle Lawyer Collective™ to offer ongoing mentorship and support for graduates of her signature program, creating a community of lawyers redefining success on their own terms.
Laura’s accomplishments are backed by a strong foundation: a B.S. in Accounting from Iowa State University, a law degree from the University of Minnesota, and bar admissions in both New York and Minnesota. Her voice is trusted at the highest levels—she’s spoken at the UN Headquarters on estate planning for non-citizens, has been featured in the New York Times as a “Top Woman Attorney,” published in Forbes, and is a contributor to Entrepreneur. With multiple Rising Star™ awards from Super Lawyers™ from 2019 through 2024, Laura brings both legal excellence and entrepreneurial vision to the forefront, inspiring attorneys to design practices that support the life they want.
Now I teach this process to law firms ready to bring funding in-house. With the right structure in place, firms can deliver better client service, reduce administrative burden, and turn funding into a dependable source of growth.
The Most Profitable Thing You’re Not Charging For:
Your Client Care Program
7 Ways Your CCP Makes You Money
Annual Review Fees
Membership Revenue
 (e.g., $900/year × 50 clients = $45K)
Family Strategy
Meetings
Add-On
Legal Work
 (document updates, asset funding)
Fiduciary Coordination
 (bank, advisor interactions)
Program Upgrades /
Tiered Pricing
Higher Firm Valuation at SaleÂ
Real ROI Example
- 50 clients Ă— $900/year =Â $45,000/year
- $7,500 program cost =Â paid off by just 8 clients
- Even modest participation =Â $30K+ recurring profit annually
Live Training Modules:
Session 1:Â Welcome + Program Overview
Session 2:Â Build Your Client Care Program
- Define your program structure
- Set tiers (if any), benefits, and cadence
- Start building your Client Journey Map
Session 3:Â Staffing + Team Systems
- Who does what: in-house vs. outsourced
- Sample roles and job descriptions
- Tech stack, SOPs, and delegation
Session 4:Â Pricing, ROI, & Selling Client Care
- Flat fee vs. subscription
- ROI model: 8 clients = breakeven
- Client conversations and positioning
- Selling it confidently
Session 5:Â Membership & Maintenance Models
- How to offer ongoing value
- Setup options: live vs. passive vs. hybrid
- Renewal strategies + pricing
- Building a Client Care Academy or portal
Session 6:Â Wrap-Up + Launch Plans
- Present your plan
- Final Q&A
- Templates + tools for ongoing success
PLUS On demand modules on
- Automation
- Handling client objections
- When and how to automate invoicing
- And more!
Why Lawyers Fail at CCPs
- Underpricing (fear-driven)
- Overdelivery without systems
- Lack of delegation = burnout
- No structured renewal system
- Failing to position correctly
How Our Course Fixes It
- Pricing strategy that sells and sustains
- Week 2: Build your CCP live — structure, tiers, deliverables
- Scripts, SOPs, automations included
- Delegation systems and VA/Paralegal training
- ROI tracking dashboard & renewals
Program Overview: What You Get
6 weekly live sessions
(2-hour power session in Week 2)
Receive expert guidance in real-time to fast-track your progress. These interactive sessions provide accountability, personalized support, and the opportunity to ask questions as you build your Client Care Program step-by-step. The focused 2-hour session in Week 2 gives you a strong jumpstart on implementation.
Pre-recorded trainings & systems
Learn on your own schedule with lifetime access to essential training materials. These videos walk you through the core strategies and systems so you can implement at your own pace—no need to wait or fall behind.
Templates: workflow, emails, job descriptions
Skip the guesswork with plug-and-play resources that save you hours of time. Whether you're training staff, communicating with clients, or outlining your internal processes, these templates ensure consistency, professionalism, and clarity from day one.
A fully functional CCP ready to enroll new clients
By the end of the program, you’ll have a complete, ready-to-launch Client Care Program. That means you can start enrolling clients immediately—without delay, stress, or missing pieces—positioning your firm for ongoing revenue and stronger client relationships.
Who This Is For
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Lawyers who want recurring revenue
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Lawyers ready to charge for work they already do
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Lawyers who want to launch with new clients Day 1, then onboard prior clients
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Lawyers ready to launch by Week 6 with real offers
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Lawyers who need systems and delegation to scale
It’s time to stop giving away work for free. Build a CCP that pays you, retains clients, and builds firm value.
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The Client Care Program will easily pay for itself
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Includes live training, systems, docs, and coaching
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Lifetime access to materials
- Earlybird Discount $300 off when enrolling before midnight June 20th
