Probate Plug and Play™
An Easy, Money Making Machine For Your Law Firm
Add $100k+ to Your Practice
Probate isn’t bad, most attorneys are just doing it wrong!
*INCLUDES 6 MONTH OF MARKETING CAMPAIGNS AND COACHING*
Register
Probate 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.
"What I love most about Laney is that she genuinely cares about helping you succeed. Her teaching style is so approachable and easy to follow. She never makes you feel silly for asking questions, and she’s always ready to dive into real-world scenarios when they come up. The whole atmosphere is really comfortable and supportive.
Honestly, I walked away feeling so much more confident about handling probate matters.
If you want to learn from someone who really knows what they’re doing and wants to see you win, take Laney’s course. You won’t regret it!"
- Tracey C, Maryland and D.C.
"Probate Plug and Play is a must for attorneys and paralegals who want to master the probate process from start to finish. It covers everything from initial filings to final distributions with clear, practical guidance.
Even with my prior probate experience, I walked away with deeper insights and more confident grasp of the process.
Laney's many years of experience as a paralegal in the field were obvious as the tools and guidance she provided on how to streamline the process and create a great client experience were invaluable.
Highly recommended for both beginners and those looking to sharpen existing knowledge."
- C.J.B., Washington
Probate Plug and Play™
is a 10-week training course to add probate
to your law firm’s practice areas.
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
"This course gave me and my staff exactly what I needed—clear, practical guidance and tools I could use right away.
What I liked best was how easy it was to understand and apply, even with a busy schedule.
It made a complex process feel manageable and empowering."
- Massachusetts
"Even though I've done dozens of probates, I've found your training invaluable - not so much in terms of the processes (I think I have a pretty good handle on what California requires) but in terms of the "selling" tips and how to approach a potential client - as well as the worksheets, etc. you've provided."
- Janet B, California
Our next training cohort begins Jan 20
Registration available through Jan 19
Only 20 spots available
PLUS BONUS: 6 months of extended marketing trainings and live calls!
NEW YEAR SPECIAL $600 off!
* For the next 4 to register!
Coupon Code: 600COUPON
Full Program: Probate Plug & Play
Begins Jan 20, 2026
$3,750
Top features
JOIN THE JANUARY 2026 COHORTAND RECEIVE $600 off (next 4 to register)
Offer Creation, Sales Conversion & Marketing Power Course
$2,444
For attorneys who already know how to do probate — and are ready to grow probate.
The Probate Plug and Play - Offer Creation, Sales Conversion and Marketing Power Course is for attorneys who have mastered the legal and process part of probate and are ready to grow this practice area!
We've carved out the sales and marketing power tools and training from Probate Plug and Play and are offering just for you!
NEW YEAR SPECIAL:
$600 OFF for the next 4 to register!
Coupon Code: 600COUPON
RECEIVE $600 off (next 4 to register)
