Struggling to Make Funding Work for Your Firm? Giving away funding answers and help for free when your clients call?
Turn the worst part of your practice into the most predictable and profitable.
Receive the systems and support needed to help your team complete funding efficiently, serve clients better, and generate more referrals.
RECEIVE THE EARLYBIRD DISCOUNT IF YOU JOIN BEFOREÂ JULYÂ 10th!
Join the Funding Fast Track AcademyLIVE Sessions Begin Tues July 29 @ 2pm ET
Most law firms never expect funding to become the most difficult part of the process.
What begins as a routine task often turns into missing documents, delayed responses, and hours of staff time spent chasing information.
Without a defined system, files remain open for too long. Clients disengage, and the chance to build long-term relationships disappears. In many cases, clients assume the work is already complete or lose trust in the process entirely.
This does more than slow things down. It affects client satisfaction, limits team capacity, and cuts off a key source of future referrals.
Some firms won't even offer funding services, because they've heard the horror stories of backlogged files, unhappy clients and overworked team. With the right system in place, it can become one of the most efficient and profitable areas of your firm. The next step is learning how to make that happen and stop leaving money and relationships on the table!
The Funding Fast Track Academy
gives law firms a reliable way to gather information from clients, get timely replies, and complete funding without constant back-and-forth.Â
The outcome is faster completions, satisfied clients who understand the value of a finished plan, and a steady stream of referrals from families who trust the process.
Join the 8-week program designed to help your firm complete funding files efficiently and turn this part of your practice into a reliable source of growth.
Six weekly one-hour training sessions, plus two additional weeks of live Q&A and file troubleshooting your files to apply what you learn in real time
Written and video answers to your questions throughout the week, so you are never stuck waiting for help
Ongoing access to all course materials, so you can revisit and implement at your own pace
Step-by-step system to manage each funding file from start to finish with clarity and consistency
Complete client communication process to keep files moving and reduce follow-up
Structure for turning finished files into repeat business and referrals
Guest sessions with experts on funding software and outsourcing options to help you choose the best tools for your firm
Join Funding Fast Track Academy
Learn how to take control of one of the most neglected and time-consuming areas in estate planning.
This course is designed for law firms that want to complete funding files efficiently, increase profitability, and deliver a better client experience without overwhelming their team.
Inside the course, you will learn how to:
Join the Funding Fast Track AcademyLIVE Sessions Begin Tues July 29 @ 2pm ET
Who This Is For
- Law firms that are tired of leaving money and relationships on the table
- Law firms that no longer want to answer the inevitable funding questions from clients for free
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Estate planning law firms that want a reliable funding system in place
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Teams spending too much time chasing documents and client responses
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Firms that handle funding in-house, outsource it, or use software but still face delays
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Attorneys who want to turn funding into a profitable part of their practice
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Staff responsible for managing client communication and completing files
Who This Is Not For
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Firms that do not offer funding services at all and don't mind leaving this money on the table
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Practices unwilling to adjust internal workflows or test a new system
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Firms expecting results without doing the work or applying the process
Course Syllabus
Week 1 - FUNDING FUNDAMENTALS
Understand why funding is essential and how to clearly communicate its value to clients. Learn how to price the service, present it effectively, and collect the necessary information in a way that saves time and keeps the process moving.
Week 2 -Â ASSET TYPES & FUNDING METHODS
Learn how to fund each type of asset, including step-by-step guidance and documentation tips. Explore alternative options for specific asset classes and how to explain these choices to clients.
Week 3 - ASSET TABLE & THE FUNDING MEETING
Discover how to create and use an asset table to organize information and guide the funding process. Learn how to lead an effective funding meeting, whether in person or virtual, to ensure clients stay engaged and files move forward.
Week 4 - SUBMITTING FORMS, MANAGING THE FILE
Learn how to handle form submissions, track progress, and manage the funding file from start to finish. This includes strategies for consistent follow-up and client updates that keep communication clear and clients engaged throughout the process.
Week 5 - INTEGRATING FUNDING INTO YOUR ANNUAL MAINTENANCE PROGRAM
Learn how to incorporate funding into your firm’s ongoing maintenance program to keep client plans current, strengthen long-term relationships, and create recurring revenue opportunities.
Week 6 - USING FUNDING TO GENERATE REFERRALS
Learn how to turn completed funding work into a consistent source of referrals by delivering a client experience that builds trust, satisfaction, and word-of-mouth momentum.
Weeks 7 & 8 - LIVE Q&A + FILE TROUBLESHOOTING
Receive direct support through live Q&A sessions and real file reviews. Bring specific questions and challenges to work through real-time solutions that reinforce what you have learned and help apply the system effectively in your practice.
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 organizing a backlog of more than 100 incomplete funding files within six months. That experience became the foundation for a repeatable process I later used to manage annual funding updates for a program serving over one thousand clients. This allowed firms to stay current without losing time or accuracy.
To solve common workflow issues, I created a step-by-step funding system that moves each client from intake to completion with fewer delays and minimal oversight. That system became the core of a national funding outsource company that managed thousands of files from beginning to end.
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.
FAQs
What if I miss a live session?
Who on my team should attend?
How much time should we set aside each week?
Do we get ongoing access to the materials?
Will this work if we already use funding software or outsource?
Funding does not have to be the part of your practice that drains time and slows progress. With the right structure, it can become one of your firm’s most efficient and profitable systems. If you are ready to take control of this process, serve your clients better, and create lasting value for your practice, Funding Fast Track Academy is your next step.
Join the Funding Fast Track AcademyLIVE Sessions Begin Tues July 29 @ 2pm ET
Last Chance to Join is July 30thÂ
