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.

A Client Care Program Is a flat-fee annual or recurring subscription program that keeps estate plans updated, funded, and properly aligned. It's designed for ongoing legal relationships, not one-time transactions.

By the end of the program, you’ll walk away with a fully designed and customized Client Care Program built for your firm.

What's Included:

• 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 two industry veterans — Laney Lyons and Laura Cowan.

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What Happens Next?

After entering payment details, you'll be taken to a thank you page and receive an email with login instructions.

The first live session occurs the week of July 7th. Recordings will be available inside this portal within 24 hours of the live sessions. 

Payment Details

• Payments accepted are all major credit cards, Google Pay, Apple Pay, or Klarna
• Email receipt will arrive from Kajabi
• Purchases are non-refundable