Business Details
25 Years
experience
Your Trusted Practice Management Partner for Estate Planning Success
We are a dedicated practice management solutions provider empowering estate planning attorneys to achieve professional growth and personal fulfillment. Since 2001, we have pioneered innovative tools and systems specifically designed for estate planning and elder law practices. Our comprehensive approach combines cutting-edge cloud-based software, proven operational workflows, and a supportive community of legal professionals.Through personalized coaching, live training, and a proprietary suite of tools like STEPS and iPug, we help attorneys streamline their practices, increase revenue, and reclaim their time. Our mission-driven organization fosters a collaborative environment where attorneys can access expert guidance, share best practices, and implement tested strategies to build sustainable, purpose-driven firms.
Services
Cloud-Based Software
Legal Technical Support
Marketing Systems
Operational Workflows
Live Training
Relationship Management
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of specialized experience in estate planning practice management
- Our patented Medicaid qualification software streamlines complex legal processes
- We provide cloud-based operational workflows tested in real law firms
- Our community includes 800+ attorneys sharing proven strategies and support
- We deliver customized growth plans with measurable performance tracking
What people say
Transform your practice
Take my firm to the next level
Systematize my practice
Reclaim 15-30+ hours weekly
Double revenue in 24 months
Services
Cloud-Based Software
Our proprietary cloud platform provides estate planning attorneys with integrated drafting tools, real-time document updates, and secure client collaboration features. The system includes specialized modules for Medicaid planning, trust administration, and asset protection strategies. With automated workflows and performance dashboards, attorneys can manage their entire practice from a single interface while maintaining compliance with evolving legal requirements.
Legal Technical Support
We offer expert technical assistance for implementing our systems, including software troubleshooting, document customization, and process optimization. Our support team comprises legal professionals familiar with estate planning workflows who provide hands-on guidance during implementation. This includes training on using our patented tools like STEPS and iPug software to maximize efficiency and client service quality.
Marketing Systems
Our comprehensive marketing framework includes Relationship Management Systems (RMS), annual planning tools, and referral-building strategies tailored to estate planning practices. The program provides actionable templates, client engagement protocols, and lead generation techniques developed through years of testing in real law firms. Members receive ongoing updates to adapt to changing market conditions and client expectations.
Operational Workflows
We deliver fully automated workflows for estate planning processes including client intake, document preparation, funding procedures, and trust administration. These cloud-based systems include performance tracking metrics and key performance indicators to help attorneys monitor practice efficiency. The workflows are designed to enable delegation to support staff while maintaining quality control and regulatory compliance.
Live Training
Our training programs include live workshops, webinars, and one-on-one coaching sessions covering technical legal skills, business management, and client acquisition strategies. The curriculum features our proprietary 5-step growth system (Assessment, Strategy, Performance, Community, Accountability) and access to exclusive events like the Annual Practice Enhancement Retreat. Training materials are continuously updated based on member feedback and industry developments.
People
David J. Zumpano
Founder
Legal innovator with over 25 years of experience developing practice management solutions for estate planning attorneys. Creator of the patented iPug Trust system and STEPS software platform.
Bethany Mackey
Head of Technology Excellence & Alignment
Technology leader specializing in legal software integration and workflow optimization. Oversees the development and implementation of cloud-based systems for estate planning practices.
Melissa Petronio
Head of Finance
Financial strategist managing practice economics and business development programs. Develops pricing models and revenue optimization strategies for estate planning firms.
Bryn Simpson
Head Of Operations
Operational expert responsible for designing and maintaining practice management systems. Implements performance tracking metrics and process improvement initiatives across member firms.
Brittney Shearin
Director of Legal Services
Legal practice consultant providing technical support and implementation guidance for estate planning attorneys. Specializes in Medicaid planning and trust administration systems.
Questions
What specific tools do you provide for estate planning attorneys?
We offer STEPS drafting software, iPug Trust tools, Medicaid qualification systems, cloud-based workflows, performance dashboards, and relationship management platforms.
How does your membership program work?
Our program includes software access, live training, technical support, marketing systems, and a supportive community of 800+ estate planning attorneys through a structured 5-step growth process.
Can solo practitioners benefit from your services?
Yes, our solutions scale for solo practitioners through large firms, with specific tools for practice automation, client acquisition, and work-life balance optimization.
What kind of results can members expect?
Typical results include 15-30+ hours reclaimed weekly, increased revenue, improved client satisfaction, and systematic practice management within 6-12 months.
Do you offer implementation support?
Yes, we provide personalized onboarding, live training sessions, technical assistance, and ongoing coaching to ensure successful system implementation and practice transformation.
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