Build a Multimillion-Dollar Boutique Estate Planning Practice

Are You in the Right Room?

You may already have a successful estate planning practice. But are you charging what you should? Are you earning the fees your expertise deserves? Are you building a practice that gives you greater financial success and personal freedom, or one that constantly demands more of your time?

What if two days could fundamentally change the way you practice law?

We know you’re busy. We know how difficult it is to take time away from working in your practice to work on your practice.

We’ve been there.

For years, we struggled with many of the same challenges you face today. We worked hard, served our clients well, and built a good practice. But we eventually realized that working harder wasn’t the answer.

We needed to work differently.

Over time, we developed the systems, pricing strategies, marketing processes, team structures, and client experiences that transformed our firm into the multimillion-dollar boutique estate planning practice we operate today.

Today, we run our firm. Our firm doesn’t run us.

And at Practice Xcelerator, we’re going to show you how we did it.

This Isn’t Another Generic Practice Management Seminar

We’re not marketers teaching attorneys how to market. We’re not former lawyers coaching from the sidelines.

We’re three practicing, board-certified estate planning attorneys who have spent decades building and refining a successful boutique practice.

We know what works because we’re doing it every day.

Over two intensive days, we’ll show you how to:

• Increase your fees and profitability by recognizing the value you provide and learning how to communicate that value to prospective clients.
• Stop giving away valuable advice that clients will gladly pay for when your services are presented in the right way and in the right order.
• Create recurring revenue from existing client relationships rather than constantly chasing the next prospect.
• Develop better marketing and intake systems that attract the right clients and turn consultations into highly profitable engagements.
• Build a high-performing team with systems that reduce your personal workload and make your practice more scalable.
• Leverage technology and artificial intelligence to improve your efficiency, client experience, and bottom line.
• Identify and implement sophisticated estate planning strategies that deliver meaningful income, self-employment, gift, and estate tax benefits, and learn how to explain their value and secure higher-fee engagements.

These aren’t ideas from a textbook. They’re the strategies that work in our own practice.

Here’s an Exclusive Event, and Your Invitation!

The Right People. The Right Room. The Right Conversations.

Who you learn from matters. So does who you learn alongside.

If you’ve attended other coaching programs, ask yourself: Were you surrounded by attorneys facing the same challenges and opportunities you face? Were you learning from people who have actually built the kind of estate planning firm you want to own?

At PX, you’ll spend two days with other estate planning attorneys who are serious about improving their practices.

You’ll exchange ideas, challenge your assumptions, and discover how other successful attorneys are solving many of the same problems you face.

The conversations with your classmates from around the country may be just as valuable as the module presentations.

Bring Someone Who Can Help You Make It Happen

Your tuition includes admission for you and one additional team member: a partner, associate attorney, office manager, or key assistant.

Why two people for one tuition?

Because there’s a big difference between returning home with a notebook full of ideas and returning with a colleague who’s ready to help you implement them.

We want you to do more than learn. We want you to succeed.

Can You Afford to Spend Two Days Away From Your Practice?

We think there’s a better question.

Can you afford to keep practicing the same way when a better way is available?

Think about what a meaningful increase in your fees could mean across the next ten engagements. Now multiply that opportunity across the next year. The next five years.

Then think about what it would mean to have a more organized team, more predictable revenue, better clients, and greater control over your time.

That’s what Practice Xcelerator is designed to help you build.

Clear your calendar. Bring your teammate. Let’s get to work.

Craig R. HerschSheppard Law Firm · The Freedom Practice