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Step 1 of 7 - General Information
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Name
*
First
Last
Phone
*
Email
*
Are you bringing a second attendee?
*
No
Yes
Second Attendee Name:
*
First
Last
Second Attendee Phone
Second Attendee Email:
*
Firm Name
*
Number of Estate Planning Attorneys in Firm
*
Address
*
Primary Office Address
City
State / Province / Region
ZIP / Postal Code
States Admitted
Bar Number(s)
Year(s) Admitted
Board Certification program in your state?
*
No
Yes - But I am not board certified
Yes - I am board certified
When did you become board certified?
*
Do you carry any other professional licenses?
*
No
Yes
Please specify other licenses:
Have you ever been disciplined, sanctioned or censored by a Bar?
*
No
Yes
If Yes, please describe circumstances and outcome:
*
Database Case Management System Currently in Use:
*
Will/Trust Drafting Software Currently in Use:
*
Do you fund your clients' trusts?
*
No
Yes
Partially
If so, what funding system do you use?
*
Do you offer your clients a Client Care Program?
*
No
Yes
If so, approximately how many clients are in your program?
*
Currently Enrolled In:
*
Have you ever taken a Kolbe Index?
*
No
Yes
Fact Finder Score
Follow-Thru Score
Quickstart Score
Implementor Score
Has Second Attendee ever taken a Kolbe Index?
No
Yes
Fact Finder Score
Follow-Thru Score
Quickstart Score
Implementor Score
Do you employ a marketing/public relations firm(s) on retainer?
*
Yes
No
Is your website constructed using WordPress?
*
No
Yes
Don't Know
Firm Website URL
How many clients do you serve?
How do you get new clients? (Check all that apply):
Client Referrals
Paid Online Ads
COI Referrals
Social Media
Newspaper Ads
Website
Radio/TV
Other
Please indicate other methods:
The gross revenue of my practice last year was:
*
Under $500,000
$500,000 - $750,000
$750,000 - $999,999
$1M - $3M
$3M+
What's important for The Freedom Practice Team to know about you personally?
We are seeking ambitious attorneys who want to multiply their practice and collaborate with colleagues from around the country. With that in mind, why are you a right-fit attorney for The Freedom Practice?
What do you hope to achieve by investing your time in The Freedom Practice program?
*
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