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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 CCP

Here’s why: 5 Reasons

You Need a Client Care Program, 

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 CCP

You’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 industry veterans — Laney Lyons, who build the first Client Care Program to over 1,000 members.

Laney Lyons  

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.

The Most Profitable Thing You’re Not Charging For:

Your Client Care Program

 

The Problem You're Solving
  • You’re already answering quick emails, reviewing plans, and staying in touch. You're doing the work—just not getting paid for it.
  • Without a system, those tasks become unpaid time-sucks and retention drops.
What a Client Care Program Is
  • A flat-fee annual or recurring subscription program that keeps estate plans updated, funded, and properly aligned.
  • Designed for ongoing legal relationships, not one-time transactions.
Benefits of a Well-Built CCP
  • Predictable, recurring income
  • Strong renewal and retention (90%+ reported)
  • More valuable, sellable firm
  • Reputation as a trusted, high-value advisor
  • Increased cross-sell and referrals from members

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 Sale 

Real ROI Example

  • 50 clients Ă— $900/year = $45,000/year
  • $7,500 program cost = paid off by just 8 clients
  • Even modest participation = $30K+ recurring profit annually
Build Your Firm's Value with a CCP

Live Training Modules:

Session 1: Welcome + Program Overview

Session 2: Build Your Client Care Program

  • Define your program structure
  • Set tiers (if any), benefits, and cadence
  • Start building your Client Journey Map

Session 3: Staffing + Team Systems

  • Who does what: in-house vs. outsourced
  • Sample roles and job descriptions
  • Tech stack, SOPs, and delegation

Session 4: Pricing, ROI, & Selling Client Care

  • Flat fee vs. subscription
  • ROI model: 8 clients = breakeven
  • Client conversations and positioning
  • Selling it confidently

Session 5: 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: Wrap-Up + Launch Plans

  • Present your plan
  • Final Q&A
  • Templates + tools for ongoing success

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.

Build Your Firm's Value with a CCP

Who This Is For

  • Lawyers who want recurring revenue
  • Lawyers ready to charge for work they already do
  • Lawyers who want to launch with new clients Day 1, then onboard prior clients
  • Lawyers ready to launch by Week 6 with real offers
  • 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.

  • The Client Care Program will easily pay for itself
  • Includes live training, systems, docs, and coaching
  • Lifetime access to materials
  • Earlybird Discount $300 off when enrolling before midnight June 20th
$7500 Investment