The Test Drive Event

This two-day all inclusive workshop introduces you to the Freedom Practice estate planning and administration practice systems that will give you the tools to both evaluate and transform your practice. You will learn how today’s clients view the changing estate-planning legal marketplace in general and how your clients specifically evaluate your services, and what you must do to successfully adapt. You will also get an insider’s view of national practice development expert Craig R. Hersch’s unique and highly profitable practice systems, The Family Estate & Legacy Program® and The Estate Settlement Program®, which you may license to incorporate into your own practice. Spots are limited to 35 firms/session.

The Blueprint Program

Our cornerstone Blueprint Program offers an intensive estate planning and administration practice system coaching experience combined with collaboration, and much more.