Estate Planning Academy
– How to Launch an Estate Planning Practice from A to Z –
Are you an attorney who is looking to switch practice areas or add Estate Planning to your practice?
Feeling overwhelmed trying to figure things out on your own or not sure where you should start?
Wish there was a comprehensive program that could help you hit the ground running?
THIS COURSE WILL HELP YOU LAUNCH YOUR ESTATE PLANNING PRACTICE!
Tested Practical Guidance
7 Hours of Video
100% Virtual & On-demand
WHY ESTATE PLANNING?
If you are an attorney who is looking to switch or expand practice areas, here is why Estate Planning is ideal:
Unlimited Revenue Growth Potential: Expand your existing practice areas (perfect addition to corporate, family or tax law)
Real Life/Work Balance: Control your schedule and your life with little to none external deadlines
Minimal Stress: No more adversaries! Enjoy a practice free from drama, bickering, and controversy
Sense of Fulfillment: Help people protect their loved ones and their legacy
After taking this course, you will:
Understand estate planning process and be able to confidently explain it to your clients
Be familiar with the important estate planning and probate terminology
Recognize legal issues and where there may be estate or tax problems which need further research and/or investigation
Get an overview of available drafting solutions and other technology used to prepare estate planning documents
Get templates, cheat sheets, PowerPoint slides and other materials that are ready-to-use with your own clients
Learn how to spread the word about your new estate planning practice and be able to explain how you can help
Be able to confidently lead initial client consultations and engage new clients
Know how to grow your practice by developing profitable referral relationships with other professionals and through other business development activities
Get pro tips on effectively managing your client relationships, including how to deal with difficult clients
Learn best practices for effective case management, including relevant technology
The Course is packed with over 7 hours of online and on-demand video instruction along with numerous sample documents, templates, checklists and other resources to help you hit the ground running.
MODULE 1: Fundamentals of Estate Planning
Get a big-picture overview of the estate planning process
Understand the key components that make an estate plan effective
Get an overview of the probate process and learn how to talk about it with your clients
MODULE 2: Client Intake
Get the winning formula to handling your initial client interviews
The art of asking the right questions to uncover all critical information
Learn how to set clear boundaries with and manage expectations of your clients
Learn the secret to handling unreasonable client requests
MODULE 3: Effective File and Case Management
Common fee structures and discussing fees with clients
Get tips on how to set an effective follow-up system to make sure nothing falls through the cracks
Best practices for managing your files and record-keeping
Choosing the right technology to support your practice
MODULE 4: Drafting Tips, Tricks & Hacks
Understand the anatomy of estate planning documents from a drafting perspective
Get an overview of available estate planning drafting software (software membership is NOT included in this course)
MODULE 5: Uncovering Hidden Dangers
Why determining “capacity” of your client is so important and how to do it
Recognizing situations of “undue influence” and how to handle them
Addressing conflicts of interest in estate planning
Yellow flag or red flag? Anticipating future issues
MODULE 6: Growing Your Practice
Exact approaches on how to offer estate planning services to your existing client base
Leading effective client consultations and closing deals
Developing your referral network for consistent flow of estate planning matters
Knowing when you should refer a case out
A private 45-minute phone consultation to answer any questions and help you strategize your practice development plan
WHAT ATTORNEYS ARE SAYING
“Olga is absolutely the most knowledgeable estate planning and probate attorney I know. Her experience combined with her knowledge of the law is an invaluable resource for attorneys wanting to branch into estate planning and probate. She is always up to date on the most recent changes in the law and have always trusted her advice and she has never steered me wrong. Any opportunity to learn from her is 100% worth it!”
Kristie M. Estevez, Esq.
PRINCIPAL & FOUNDER
ESTEVEZ LAW GROUP, PA
“I met Yuliya LaRoe at a workshop she led and decided to hire her to help me grow my practice. In the six months of working with Yuliya as my coach, my networking efforts became much more strategic, got several client referrals, and also negotiated a substantial raise to my salary and a commission-based component that rewards me for bringing new cases. This is the first time in my life that I feel so confident, reenergized and financially secure!”
Beth Feder, Esq.
THE WINSTON LAW FIRM
“I have known Olga as a teacher, colleague, mentor, and friend over the years. Olga is able to simplify complicated matters, making even complex areas of law easy to understand. She is extremely succinct, and her way of teaching and explanations are clear and to the point. If you are thinking of investing in this course, think no more! You’ll get a ton of value and feel ready to start developing your estate planning practice right away.”
Monique M. Sadarangani, Esq.
PRINCIPAL & FOUNDER
MONIQUE M. SADARANGANI, PLLC
MEET YOUR COURSE INSTRUCTORS
Olga I. Galanter, Esq., JD, LLM in Estate Planning
Partner | Sub Rosa Law PLLC
For almost a decade, Olga has been advising her clients on the issues of estate planning and estate administration matters, including international estate planning.
Olga is a graduate of both Far Eastern National University Law School, Russia (with Honors), and University of Miami School of Law (Magna Cum Laude). Olga received her Master’s degree in Estate Planning from the University Of Miami Graduate School Of Law.
While in law school, Olga completed internships with the Honorable John J. O’Sullivan, Magistrate Judge for Southern District of Florida, and the Honorable Arthur Rothenberg, County Court Judge in the Probate Division of Miami-Dade. She also was an Editor of the University of Miami Law Review.
Yuliya LaRoe, JD, CPC, ELI-MP
Lawyer Business Development Coach
For over a decade, Yuliya has coached and trained hundreds of lawyers to achieve tangible business development results. Results such as growing client billings from $100,000 to over $1,000,000 annually, signing on new high profile clients, expanding existing clients’ business by 25%+ through cross-selling, achieving equity partnership status, and much more.
Her clients attribute their success to her unique legal business development methodology rooted in helping attorneys identify their natural “rainmaking style” and the “buying styles” of their contacts. This approach allows them to create a personalized rainmaking system that leverages their natural strengths, emphasizes the “give-to-get” mindset, and focuses on strategic relationship building through personalized high-touch outreach.
Prior to coaching lawyers, Yuliya served as legal counsel and advisor to Fortune 500 companies on a variety of issues related to their global operations.