Ultimate overtime
Getting more clients should mean growth, not more overwhelm.
But for many estate planning attorneys, every new client just adds to the chaos:
👉 Intake takes too long.
👉 Drafting feels like starting from scratch every time.
👉 Follow-ups pile up—and so do late nights.
😮💨 And no clear system holding it all together
That’s exactly why I created The Ultimate Legacy.
This free book gives you the complete 8-phase system to:
✅ Handle more clients with less stress
✅ Streamline your workflow from intake to drafting
✅ Create a firm that scales without you working overtime
You don’t need more tools. You need a process that grows with your business.
👉 Download The Ultimate Legacy free today and start scaling the right way.