If you're a lawyer thinking about starting an estate planning law firm, this video will walk you through my top tips for launching and growing a successful estate planning practice. Need help with a free business plan for your law firm? Get it here: https://www.darcellobo.com/businessplan
Estate planning is one of the most rewarding and scalable legal niches, and many lawyers are turning to estate planning law firms to create more income, flexibility, and control over their careers.
Whether you're a new lawyer or an experienced attorney looking to open your own solo law firm, these tips will help you start your estate planning practice with confidence.
As an attorney for 17 years, I’ve built my own practice and now help other lawyers learn how to start their own law firm and design a legal career that supports the lifestyle they want. Estate planning can be an incredible niche for lawyers who want predictable clients, meaningful work, and the opportunity to build a profitable law firm.
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Helping you have the best law firm while living your best life
Bio: As a coach and consultant for lawyers, my goal is to help them run successful law firms in a way that fits into how they want to live their lives. As a law firm owner since 2016, and a mom of two young children, I understand how easy it is for lawyers to prioritize their work, their clients, and their families, but put themselves on the backburner. I approach my coaching and consulting practice by looking at the attorney as a whole person, and bringing a sense of humanness to the legal profession. There’s a way for lawyers to have successful law firms, make money, but also have time for things that are important to them outside of work, including making time for ourselves. Contact: For business inquiries only, please use this email: [email protected]
Business address: 19803 1st Avenue S., Ste 200 Normandy Park, WA 98148
Some of my fave tech tools to run my law firm: My video on this very topic is here! https://youtu.be/EF73RtdNQs4
Calendar: Google Calendar. Hands down. The best calendar system ever.
Calendaring System: Calendly
Project management: Asana. I love having everything in one place and my paralegal and I always have a snapshot of what needs to be done and when.
Virtual Receptionist: I use Smith AI. This is a great way to ensure your phones get answered while reducing distractions.
Billing software: I currently use MyCase (I’ve previously used Smokeball, Practice Panther, and Clio).
Website: I use Findlaw for my law firm, but starting out, I used Squarespace. They have amazing designs and it’s only like $120/year!
Cloud storage: Dropbox. Hands down. Pay for the business version.
PDFs: Pay for the Adobe Pro. Totally worth it.
Virtual phone number: Grasshopper. Such a life saver! I can use my personal number and through the Grasshopper app, I can call and text clients through my work’s virtual phone number.
Fax: Yes, people and companies still fax :) Metrofax has been great.
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I’m a licensed attorney, but I’m not your attorney. This channel is for informational and educational purposes only.
