If you’re one the premier estate planning and trust administration attorneys in the country, The Summit Counsel is for you. This dynamic, high-level collaborative group is composed of only elite attorneys and advisors. Launching in 2021, The Summit Counsel will help you exponentially grow your practice by sharing the highly refined tactics, technology and tools used by the most successful estate planning firms.
Gain admission to the Test Drive Event™ for you and another member of your firm receiving everything you get from The Test Drive Event™ PLUS ALL OF THESE EXTRAS!
Receive an area-exclusive license all Freedom Practice Program Toolkits and everything else included in The BluePrint Program.
Receive a “golden ticket” to all Freedom Practice events, including Test Drive Events and BluePrint quarterly sessions.
Attend two Summit Counsel-exclusive events a year to rub elbows estate planning, marketing, technology and team tools experts.
Achieve true team maximization by implementing powerful team tools available only to Summit Counsel members and learn how they’ve applied to existing Freedom Practice member offices.
Receive our robust Digital Kit ($100,000 value and growing!) full of collateral materials, graphics, client deliverables and other media that you may adapt specifically to your practice, differentiating yourself in your community.
Unlock access to our advanced technological tools, including use of our highly refined sales & marketing funnels.
Join the most exclusive group of estate planning elite to share, collaborate and exponentially grow your practice.