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

Ready-to-Use Materials

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

RESULTS

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

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COURSE CONTENTS

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

PLUS

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.

ATTORNEY
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

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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, Esq., JD, CPC, ELI-MP
Lawyer Business Development Coach | 20/20 Leadership Group

As an experienced attorney and certified coach, Yuliya helps lawyers transform into successful rainmakers and effective leaders. Using time-tested methodologies, Yuliya has helped hundreds of lawyers over the years to implement practical and doable strategies to effectively manage their practices and become successful rainmakers by developing a systematic approach that is based on their unique rainmaking behavioral profile.

Yuliya is co-founder of 20/20 Leadership Group, an award-winning women-owned legal talent development firm that specializes in supporting law firms by coaching attorneys on strategies that help enhance their business development, practice management, and leadership skills as well as their professional growth. Her company has been the winner of the Daily Business Review’s Best Of award for Best Lawyer Business Development Coach two years in a row.

Prior to working with lawyers, Yuliya practiced law at an Am Law 100 firm for nearly 10 years as counsel for numerous Fortune 500 companies. Yuliya holds a law degree from USC Law School and is certified as a Professional Coach through the Institute for Professional Excellence in Coaching.

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