Probate Plug and Play™
An Easy, Money Making Machine For Your Law Firm
Probate isn’t bad, most attorneys are just doing it wrong!
RegisterProbate can add a practice area to your firm that is:
Recession Proof
People will always pass away and their loved ones will need legal help.
Incredibly Profitable & Highly Leveraged
Probate is form-driven and 90% of your case can be done by a team member if you have a good, proactive process for it.
An Easy Close
Clients aren’t spending their money to hire you, the estate pays for your fees so the close isn’t difficult. It isn’t a luxury sale and most clients are also inheriting money so they are not as fee sensitive.
Cross Sell
A built in cross sell for your estate planning practice.
A Better Way
A way to help families experience a better way after the loss of a loved one.
Let’s address the 4 Probate Myths:
Probate isn’t a long, miserable process. You just need an effective process to proactively manage it.
Probate isn’t a heavy court appearance process.
Your clients don’t have to be needy and time-consuming.
Probate is not a lot of work. It’s highly leveraged and paralegal driven. Spoiler alert – we have paralegal recommendations for you to contract.
Probate Plug and Play™
is a 10-week training course to add probate
to your law firm’s practice areas.
Industry expert, Laney Lyons, has over 28 years of experience building profitable processes for law firms. Our legal expert, Attorney Craig Charlton, has over 20 years probate experience.
Our training process is tried and true and vetted by our most experienced probate paralegals for ultimate efficiency! And our process is designed for your to get clients before the 10 weeks ends!
Our course provides:
Marketing training and tangibles
Sales consult scripts and training
AND…a built in system to cross sell into your estate planning process
A detailed process from opening an estate, billing, proactively managing client communication, asset gathering and valuation, paying creditors, how to charge and what to charge, closing the estate and making distributions
System to manage total number of files with estimated closing date to project cash flow and avoid cash flow crunches!
You will experience:
- Weekly training and Q&A sessions.
- A detailed, step-by step process including sample forms, scripts, client email templates, timelines, workflows, and more. Over 100 forms, checklists, scripts, templates and workflows!
- Industry expert insight.
- Training on sales consult and closing, including script and recording.
- Marketing materials for qualified leads.
- Weekly Q&A submissions.
- A member only Facebook group for ongoing support.
Course Syllabus:
Week 1
Introduction Session
Introduction, Course Overview, Setting Your Path and Plan for the Course
Week 1
Probate Process Phases Overview – and Your State Specifics, Average Length of Case and FEES, What to Charge and How to Charge
- Uniform Probate Code – what is it and does it apply to you?
- Does your state require court appearances?
- What is the average length of probate in your state/county?
- What is the average length of a probate estate in your state?
- FEES
- What is the filling fee to open an estate?
- Does your state permit fees by percentage of the estate or is hourly billing required?
Week 2
Formal Versus Informal Probate Estate and Ancillary Probate Proceedings (What’s Permitted in Your State)
Week 3
Intake and Initial Consultation, Collecting Retainer and Setting Expectations
Week 4
Opening the Estate and Reimbursement of Costs to Executor
Week 5
Asset Valuation and Asset Gathering – How to Effectively Gather Assets and Move Your Case Along
Week 6
Notice to Creditors, Paying Creditors and Taxes
Week 7
Dealing with Real Estate
Week 8
Closing the Estate and Distributions
Week 9
Cross Sell Into Your Estate Planning Practice
Week 10
Marketing for Qualified Leads
Our next training cohort begins April 23rd
Registration available through April 15th
Only 20 spots available
Live training sessions are Wednesdays beginning April 23rd at 1 ET (12 CT, 11 MT, 10 PT) for 10 weeks.
60 minutes of training and an additional 30 minutes for Q&A.
