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Build the Estate Planning Practice You’ve Been Thinking About

Practice Smarter. Serve Families. Build the Legacy.

A 6-Week Online Coaching & Implementation Program for Attorneys

About You

You Already Know How to Practice Law

Now learn how to build the business, systems, client experience and marketing engine behind a successful estate planning practice.

Legacy Law Firm Lab is a practical, 6-week online coaching program for attorneys who want to start an estate planning practice, add estate planning to an existing firm, or create a more organized and efficient estate planning practice.

Whether you envision a virtual, in-person or hybrid firm, you’ll learn how to turn estate planning from an idea into an actual practice.

FIRST COHORT BEGINS OCTOBER 20, 2026

You Don’t Need Another CLE

You Need a Practice-Building Plan

Law school taught you how to analyze the law.

CLEs can teach you substantive legal concepts.

But who teaches you how to actually build an estate planning practice?

How do you attract clients?

What happens after someone calls your office?

How should prospective clients schedule consultations?

What should happen during the consultation?

How do you transition a prospective client into a paying client?

What happens during the estate planning design meeting?

Which drafting software should you consider?

How do you create a smooth signing experience?

How do you market through workshops and webinars?

Which professionals should become your strategic partners?

What can you delegate to a virtual assistant?

And how can technology, automation and AI help you operate more efficiently?

Those are the questions we tackle inside Legacy Law Firm Lab.

This isn't simply about learning how to draft a Will.

It's about learning how to build the practice around the Will.

Estate Planning Can Be More Than Another Practice Area.

It can become the foundation of a law practice that is meaningful, flexible, systemized and built around the way you want to practice law.

Estate planning gives attorneys an opportunity to develop long-term relationships with families while building a practice that can operate virtually, in person or through a combination of both.

But having legal knowledge alone doesn't create a successful practice.

You also need:

✓ A defined client journey

✓ A consultation process

✓ Systems and workflows

✓ The right technology

✓ A marketing strategy

✓ Professional referral relationships

✓ Workshops and webinars

✓ A reliable drafting process

✓ An organized signing process

✓ Delegation and administrative support

✓ Follow-up systems

✓ A plan for using AI responsibly and efficiently

That's where Legacy Law Firm Lab comes in.

Introducing the Legacy Law Firm Lab

Six Weeks to Build the Business Behind Your Estate Planning Practice

Legacy Law Firm Lab is an online coaching and implementation program created specifically for attorneys.

Instead of spending months piecing together information from CLEs, YouTube videos, Facebook groups, software demonstrations and trial-and-error, you'll work through the major components of building an estate planning practice in one structured program.

This program places a particular emphasis on practice management and implementation.

We'll discuss substantive estate planning concepts—including Wills, Revocable Living Trusts and other common trusts—but the Lab is not designed to replace comprehensive state-specific substantive training.

Our primary focus is showing you how to take your legal knowledge and build an actual functioning estate planning practice around it.

What Will We Build Together?

In 6 weeks together, we'll work through the essential components of your estate planning business

I. PRACTICE MODEL & POSITIONING

Decide what you're building.

Virtual? In-person? Hybrid?

Estate planning as your primary practice area—or an additional revenue stream within your existing firm?

We'll work through your ideal client, service model, pricing considerations, client experience and overall vision.

II. THE ESTATE PLANNING CLIENT JOURNEY

We'll map what happens from the moment a prospective client discovers your firm through the completion of their estate plan.

You'll examine:

Lead generation
Initial inquiries
Scheduling
Intake questionnaires
Consultations
Engagement
Design meetings
Drafting
Document review
Execution
Trust funding
Follow-up
Annual reviews and future services

Your client should never wonder:

“What happens next?”

And neither should your staff.

III. CONSULTATIONS, DESIGN MEETINGS & ENGAGEMENT

A prospective client scheduled a consultation.

Now what?

We'll discuss how to structure estate planning consultations that educate prospective clients while helping you determine their goals and appropriate

next steps.

We'll also cover:

Consultation preparation
Client education
Discussing fees
Engagement and retainer agreements
Follow-up
Estate planning questionnaires
Design meetings
Capturing client decisions
Moving efficiently from consultation to drafting

IV. TECHNOLOGY & DRAFTING SOFTWARE

Technology should make your practice easier—not create another full-time job.

We'll explore the technology stack behind a modern estate planning firm, including:

Estate planning drafting software
Online scheduling
Digital intake
CRM systems
Document management
Electronic signatures
Client communication
Workflow automation
Virtual meeting technology

And other tools that can help you build an efficient practice.

You'll learn how to evaluate technology based on what your firm actually needs instead of buying every shiny new platform marketed to lawyers.

V. MARKETING THAT EDUCATES FIRST

Estate planning is uniquely suited for education-based marketing.

We'll explore practical ways to become visible in your community and generate prospective clients through:

Educational workshops

Webinars

Social media

Email marketing

Referral relationships

Community organizations

Professional networking

Strategic partnerships

Speaking opportunities

Content marketing

You'll also learn how to turn one educational presentation into multiple marketing opportunities.

VI. WORKSHOPS, WEBINARS & STRATEGIC PARTNERS

You don't have to build your audience alone.

Financial advisors, insurance professionals, CPAs, senior organizations, churches, community groups and other professionals may already serve the exact people who need estate planning.

We'll discuss how to identify potential strategic partners, approach them professionally and create mutually beneficial educational opportunities while remaining mindful of applicable professional-responsibility rules.

You'll also learn how to structure an estate planning workshop or webinar that educates without becoming a 60-minute sales pitch.

VII. EXECUTIONS & SIGNINGS

The signing ceremony is one of the most important touchpoints in the estate planning client experience.

We'll discuss how to build an organized execution process, including:

Scheduling

Document preparation

Witness coordination

Notarization

Execution checklists

Client instructions

Estate planning binders

Digital document delivery

Post-signing follow-up

Trust funding procedures

And state-specific execution requirements that attorneys should independently verify for their jurisdiction.

VIII. BUILDING YOUR VIRTUAL TEAM

You shouldn't be doing everything yourself.

We'll discuss when and how to begin delegating administrative and operational tasks to virtual assistants and other support professionals.

Potential delegated tasks can include:

Scheduling

Client reminders

Questionnaire follow-up

Workshop administration

CRM updates

Email management

Social media scheduling

Document organization

Client onboarding

Post-signing follow-up

You'll begin identifying what requires your legal judgment and what simply requires a good process.

IX. AI FOR THE MODERN ESTATE PLANNING FIRM

AI isn't your lawyer.

It's a tool.

Used responsibly, it can help attorneys reduce the amount of time spent staring at blank screens and performing repetitive administrative work.

We'll explore practical applications for AI in:

Marketing content

Client communications

Email sequences

Workshop development

SOP creation

Checklists

Brainstorming

Internal training materials

Process documentation

Research assistance

Administrative workflows

We'll also discuss confidentiality, verification, professional responsibility and why human attorney oversight remains essential.

Six Weeks. One Goal.

Move From “I Want to Practice Estate Planning” to “I Know How I’m Going to Build It.”

This program isn't designed for passive watching.

It's a Lab.

You'll be encouraged to build as you learn.

By the end of the program, your goal is to have the framework for:

✓ Your estate planning practice model

✓ Your client journey

✓ Your consultation process

✓ Your design meeting workflow

✓ Your technology stack

✓ Your drafting workflow

✓ Your execution/signing process

✓ Your marketing strategy

✓ Your first workshop or webinar

✓ Your strategic partner strategy

✓ Your delegation plan

✓ Your AI implementation plan

✓ Your next 90-day practice growth roadmap

You won't leave with another notebook full of ideas you hope to implement “someday.”

You'll leave with a plan.

Who Is Legacy Law Firm Lab For?

This program may be right for you if…

✓ You're a licensed attorney interested in adding estate planning to your existing practice.

✓ You're considering opening your own estate planning law firm.

✓ You're transitioning from litigation, family law, criminal law, real estate, bankruptcy or another practice area.

✓ You're a newer attorney who wants a roadmap for building an estate planning practice.

✓ You're an experienced attorney ready for a new or additional practice area.

✓ You already handle estate planning matters but your systems, marketing or workflows need improvement.

✓ You want to operate virtually.

✓ You prefer a traditional office.

✓ You want a hybrid model that gives clients—and you—more flexibility.

✓ You want practical implementation guidance instead of trying to piece everything together yourself.

You Don't Have to Build a Huge Firm

You Need to Build the Right Firm

Your definition of success doesn’t have to look like anyone else’s.

Maybe you want estate planning to become your primary practice.

Maybe you want to add several estate planning matters each month to your existing firm.

Maybe you’re leaving another area of law.

Maybe you’re returning to practice.

Maybe you want a virtual practice that reduces overhead.

Maybe you want an office where clients can sit across the conference table from you.

Legacy Law Firm Lab™ isn’t about forcing you into one version of law practice.

It’s about helping you build the systems behind the version that works for you and your clients.

Meet Your Coach - Tamika M. Johnson, Esq.

Practicing Attorney. Law Firm Owner. Estate Planning Practitioner.

I’ve spent over 20 years practicing law, serving clients and learning something law school never taught me:

Practicing law and building a law practice are two very different skills.

You can be an excellent attorney and still struggle with marketing, technology, intake, delegation, consultations, workflows and creating consistent systems.

I’ve experienced the evolution of law practice firsthand—including building an estate planning practice, conducting educational workshops, developing professional partnerships and transitioning to a virtual estate planning model.

I created Legacy Law Firm Lab™ to help other attorneys shorten the learning curve.

I’m not here to tell you there is only one way to practice estate planning.

I’m here to show you what I’ve learned, introduce you to the tools and systems available, help you think strategically about your practice, and give you a framework you can adapt to your jurisdiction, clients and professional goals.

Because you shouldn’t have to figure out every piece by yourself.

Your First Cohort Begins October 20, 2026

Six Weeks to Start Building the Business Behind Your Estate Planning Practice

The inaugural Legacy Law Firm Lab™ cohort begins Tuesday, October 20, 2026, and is designed to combine structured weekly training with dedicated time to get your individual questions answered.

Here's How the 6-Week Lab Works:

TUESDAYS | 12:00 PM – 1:30 PM ET

Weekly Training & Implementation Session

We'll meet live virtually via Zoom every Tuesday for a focused 90-minute coaching and training session.

Each week, we'll dive into a specific component of building and managing an estate planning practice—from client intake, consultations and design meetings to drafting software, marketing, workshops, strategic partnerships, virtual assistants, technology and AI.

This is where you'll learn the strategy and begin putting the pieces of your practice together.

FRIDAYS | 10:00 AM – 11:00 AM ET

Live Q&A + Implementation Support

Questions are going to come up once you start implementing what you've learned.

That's why we're meeting again.

Every Friday during the six-week program, you'll have an additional one-hour live Zoom Q&A session where you can bring your questions, discuss implementation challenges and get additional guidance.

Instead of waiting until the next week's class, you'll have a dedicated opportunity to get help while you're actively building.

Can’t Attend Every Session Live?

You’re Covered.

All Tuesday and Friday training sessions will be recorded.

You’ll receive lifetime access to the session recordings, allowing you to revisit the training whenever you need it.

Building your practice doesn’t end when our six weeks together are over.

Neither does your access to the training.

Use the recordings to refresh your knowledge, revisit a system as your firm grows, train members of your team where appropriate, or return to a lesson when you’re finally ready to implement that particular strategy.

What Your $1,599 Investment Includes

Joining Legacy Law Firm Lab isn’t simply purchasing six online classes.

You’re investing in a structured framework for building the business behind your estate planning practice.

Your enrollment includes:

✓ 6 weeks of live online coaching and implementation training

✓ Six 90-minute Tuesday training sessions via Zoom

✓ Six Friday Q&A and implementation sessions

✓ Up to 15 hours of live access, training and support over six weeks

✓ Lifetime access to recorded training sessions

✓ Practice-management strategies specifically for estate planning attorneys

✓ Estate planning fundamentals and document workflow guidance

✓ Consultation and design meeting strategies

✓ Scheduling, intake and client journey development

✓ Drafting software and technology guidance

✓ Execution and signing systems

✓ Marketing strategies for attracting estate planning clients

✓ Workshop and webinar development

✓ Professional strategic partnership strategies

✓ Virtual assistant and delegation guidance

✓ Practical AI implementation for the modern law firm

✓ Templates, checklists and implementation resources

✓ A community of attorneys building and expanding estate planning practices

Your Investment:

ONLY $1,599

One program.

Six weeks.

Two opportunities each week to learn, ask questions and implement.

And lifetime access to the recorded training.

[ RESERVE MY SEAT FOR $1,599 ]

What Could Your Estate Planning Practice Look Like 6 Months

You don’t have to spend another year thinking about adding estate planning to your practice.

You don’t need to figure out every piece by yourself.

And you don’t have to wait until you know everything before you begin building.

For six weeks, we’ll work together to help you create the systems, workflows, marketing strategy, client experience and operational foundation behind the estate planning practice you want to build.

Whether you’re starting a new firm, adding estate planning to an existing practice, or improving an estate planning practice you’ve already started, Legacy Law Firm Lab™ gives you a place to learn—and a Lab in which to actually build.

October 20, 2026 is Day One.

Where your practice goes from there is what we’re going to work on together.

$1,599 | 6 Weeks | Live Online Coaching | Lifetime Recording Access

YES! I’M READY TO BUILD MY ESTATE PLANNING PRACTICE

Build the Practice. Create the Systems. Plan the Legacy.