Stay Ahead in Estate Planning:
Discuss Trends, Tackle Challenges, and Build Your Referral Network
JOIN THE ESSENTIAL ESTATE PLANNING GROUP:
ONLY $97/MONTH - CANCEL ANYTIME!
Apply for Group MembershipDo You Want to Collaborate on Estate Planning Solutions While Securing Exclusive Referrals from a Nationwide Network?
Â
The Essential Estate Group is designed for estate planning attorneys like you who want more than just a practice—they want a community. In a field that’s constantly evolving, staying on top of the latest solutions and strategies is crucial. This group gives you a space to collaborate with peers, tackle today’s estate planning challenges, and receive exclusive referrals from trusted attorneys across the country. Our weekly Zoom sessions allow you to exchange ideas and address estate planning issues with your peers, ensuring you stay ahead and maintain your professional edge.
What You'll Get:
Exclusive Referrals
As the only attorney in your state or region, you’ll be the go-to referral for clients who need help when they move. No competition—just you and a network of potential clients across state lines.
Weekly Expert Sessions
Every week, you’ll join fellow attorneys in a 30-minute Zoom session to tackle estate planning challenges, discuss current trends, and share solutions. Whether it’s navigating new laws or dealing with complex client scenarios, you’ll gain valuable insights from experienced colleagues.
Networking Opportunities
Build relationships with attorneys across the country who can offer advice, share their expertise, and support your continued growth. These connections ensure that your practice can expand beyond state borders through trusted referrals.
Continued Learning
Stay on top of the latest developments in estate planning, ensuring you remain a trusted expert in your field. Each week’s discussion will focus on real-world issues that matter to your practice.
Who Should Join:
This group is perfect for experienced Estate Planning Attorneys who want to expand their network, stay current on industry trends, and gain valuable client referrals from across the country. Whether you’re looking to deepen your knowledge or build lasting professional relationships, the Essential Estate Group offers the resources and connections you need.
Apply NowHow It Works:
STEP #1
Apply for Membership
Fill out the quick application at the bottom of this page to secure your spot and confirm that your state or region is available.
STEP #2
Join Weekly 30-Minute Zoom Meetings
Participate in weekly sessions where we’ll discuss the latest estate planning issues, share solutions, and address any challenges you're facing.
STEP #3
Access Recordings
Can’t make a live session? No problem. Each meeting is recorded and available on-demand in your personal member portal.
STEP #4
Exclusive Referrals
Receive client referrals from peers when their clients move into your area. Likewise, you’ll have trusted attorneys to refer your clients to when they move out of state.
Â
FAQ's
How do I know if my state or region is available?
What happens if I can’t attend a weekly meeting?
How will referrals work in the group?
What’s the cost of membership?
Ready to become part of this exclusive network and take your estate planning practice to the next level?
Apply today to secure your spot and start building your referral network!
