Together we can change the world!

  • Lifestyle
  • Opportunity
  • Support
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Reasons to Join Include...
Having a transactional practice provides several benefits including the ability to determine your own calendar instead of having it dictated by court hearings and motions. Since our attorneys are all independent practitioners, they decide on their working hours without quotas or billable hour requirements. Many of our attorneys choose to pursue careers they are passionate about including teaching, entrepreneurship, and even homemaking, while working with us on a flexible basis. It really can be a lifestyle practice!
  • Enhance Your Profitability- Average more per hour than a traditional billable hour based position
  • Take Control of Your Schedule- No more calendars focused around court appearances and hearings
  • Truly Help People- Our average case prevents problems before they happen and helps families avoid litigation
  • Reduce Stress- It is much less common to deal with highly stressful matters and easier to not take it home 
  • Focus on Family- Not only is our firm very family friendly, but you decide when and how you take time off
  • Reduce Administrative Tasks- Since much of the management of your business are handled by us for you 

Reasons to Join Include...
We intend to grow the largest and most influential estate planning law firm in the world and there are limitless opportunities for growing your practice within that framework. Our attorneys find that joining the firm often allows them to have a broader reach geographically and technically so they never have to turn away clients. By being part of a large firm our attorneys are also able to co-counsel easily on cases with other attorneys across jurisdictional lines and specialties. We truly are a firm without borders!
  • Broaden Your Reach- Easy access to co-counsel on cases in states you wouldn't otherwise be able to practice in
  • Leverage a Brand- Benefit from the combined marketing efforts of all of the attorneys and staff in the firm
  • Work with an In House Marketing Team- Our team can assist with coaching, networking, content, etc
  • Connect with an Established Referral Base- Our enterprise relationships combined have over 70,000 contacts
  • Receive Work From Colleagues- As attorneys in the firm need to co-counsel with you, they'll refer you cases too

Reasons to Join Include...
Establishing a solo practice can be difficult and lonely. As part of our firm, attorneys enjoy training opportunities, access to resources that are often cost prohibitive for small firm budgets, and management oversight to assist in quality control for cases handled within the firm. As a result, newer or transitioning attorneys in the firm are able to grow their practices with confidence and more established attorneys are able to focus on aspects of practice that they enjoy most. You can be in practice for yourself without being by yourself!
  • Access Valuable Resources- Everything from form libraries to drafting systems and marketing tools
  • Reduce Overhead- By using firm resources, many of our attorneys can cut their own operating costs
  • Co-Counsel with Experiences Colleagues- As you come across difficult cases there are people to learn from
  • Receive  Training & CLE Credit- We provide unique training curriculum and access to CLE courses 
  • Never Have to Turn Away Clients- Whether you co-counsel, get help, or refer out you still receive value from it

Membership 

Membership Process
The firm hires all member attorneys as 1099 independent contractors. Any and all benefits offered by the firm to the membership at large will be on an opt-in basis. New firm members will be required to submit to a list of requirements for membership in the firm, including:
  • Authorizing the firm to perform a background check prior to their employment.
  • Commit to the Firm Compensation Plan
  • Complete and sign the firm’s Independent Contractor Attorney Agreement.
  • Submit to a nondisclosure agreement included in the membership contract (which has a
    survivability clause beyond termination of the contract).
  • Submit to a non-solicitation agreement included in the membership contract which has a survivability clause for 6 months beyond termination of the contract.
Compensation Structure
The firm hires all attorneys as independent contractors and they are compensated on a fee split basis. As independent contractors, each attorney earns the totality of fees paid by a client subject to the firm’s portion pursuant to the firm’s agreement with the attorney. On any given case however, an attorney can choose to either: handle the case by themselves, co-counsel with another member of the firm, co-counsel for purposes of review only, or hand off the case to another member of the firm. Compensation is determined accordingly, and as outlined in the Positions Section for each position within the firm.
Benefits
  • Firm Branding
  • Brand Awareness
  • Member Blog Sites
  • Product Packages and Product Development
  • Advisor Network of Thousands of Advisors
  • Virtual Office Space
  • Practice Management Solutions
  • Coaching and Follow Up
  • Co-Counsel Arrangements
  • Outsourced Support Options
  • In Office Printing/ Copying
  • Rates and Fee Charts
  • Phone System with Dedicated extension
  • Merchant Processing
  • A Strong Online Brand & SEO
  • Multi-State Opportunities
  • Supply Inventory
  • Dedicated Marketing Team
  • Marketing Materials
  • Sponsorship/ Event Exposure
  • Access to Drafting Systems
  • Access to Form Libraries
  • Social Media Support
  • Multiple Social Media Outlets
  • Bonus Pools and Contests
  • Quality Control Systems
  • Co-authoring Opportunities
  • Access to Supplemental Health Insurance Options
Special Membership
The executive board may qualify any new member for special membership provided that it justifies the reasons for doing so to the membership in writing and the membership ratifies the decision at the next annual membership meeting. Essentially special membership gives a new attorney immediate benefits and equity vesting opportunity as a full member of the firm.

Practice Areas & Services

Benefits Planning
  • Special Needs Planning
  • Settlement Trusts
  • VA Benefits Planning
  • Medicaid/Funeral Trusts
  • Guardianships/ Conservatorships​
MultiJurisdictional Planning
  • Probate/ Trust Administration
  • International Planning
  • Planning for Immigrants
  • Travel Preparedness Planning
  • Planning for Tribal Land, Assets, and Interests
Legacy Planning
  • Digital Asset Planning
  • Planning for Intellectual Property
  • Legacy Planning
  • Business Succession Planning
  • Planning for Authors, Artists, Musicians, etc​
Non-Traditional Planning
  • Post Divorce/ 2nd Marriage Planning
  • LGBTQ Planning
  • Pet Trust Planning
  • Gun Trust Planning
  • Heirloom/ Collectables Trusts 
Purpose Based Planning
  • Non-Profit/ Charitable Planning
  • Family Bank Planning
  • Farm & Ranch Planning
  • Faith Based Planning
  • Dynasty Trust Planning
Professional Planning
  • Entity Structuring
  • Planning for Professionals
  • Asset Protection Planning
  • Tax Planning
  • Planning for Investors

Positions​

Referral Attorney
Refer Clients With Confidence
Receive Compensation
Focus On Your Core Practice Areas
Have On Call Back Office Support
Receive Referrals From The Firm
 Give Your Clients A Quality Experience
Of Counsel Attorney
Refer Clients With Confidence
Receive Compensation
Co-Counsel with Less Experienced Attorneys
Have On Call Back Office Support
Receive Referrals From The Firm for Complex Casework
Associate Attorney
Gain Access to A Powerful Brand
Lower Your Overhead
Practice With Flexibility & Confidence
Built In Co-Counsel Relationships
Powerful Learning & Training Programs 
Run Your Practice Like a Business
MAnaging Attorney
Develop an Office & Reputation
Become A Specialist
Mentor & Manage Other Attorneys
Built In Buy Sell Arrangements
Build a Self Sustaining Business
Become Part of Something Big