2-Hour Lifestyle Lawyer

Cohort 1 Schedule

Estate Planning Process

2HLL Workday Planner

Time Blocking

2HLL Cashflow Planner

2HLL Calendly Setup

2HLL Resource Toolkit

Resources on Practicing Remotely

MODULE 1 Homework

MODULE 1 Recording 9/6/22

2HLL 30-Day Challenge

Book Peace of Mind Planning Session Email

Sample PDF Client Intake Questionnaire

Laura's Formstack Intake Questionnaire

Decision Vault Intake Questionnaire

What To Expect At Your Peace Of Mind Planning Session - Laura Cowan of the Law Office of Laura Cowan

What To Expect At Your Peace of Mind Planning Session - Barb Breeden of Plan and Protect Law Firm

Sample Fee Sheets

MODULE 2 Homework

MODULE 2 Recording 9/7/22

Peace of Mind Planning Session Agenda

2HLL Peace of Mind Planning Session Worksheet

Sample Client Engagement Letter

Live Peace of Mind Planning Session

Peace of Mind Planning Session Script

MODULE 3 Recording 9/8/22

Drafting Software Options

Sample Estate Plan Drafted in ForeTrust

Sample Design Sheets - WealthDocx

Sample Design Sheet - ForeTrust

Outsourced Drafting Options

Outsourced Trust Funding

Trust Funding Instructions To Include In Physical Estate Planning Binder

Optional PDFs To Attach To Estate Planning Binder Email

Optional Documents To Include In Physical Estate Planning Binder

Estate Planning Binder Options

Legacy Books For Estate Planning Binder

MODULE 4 Recording 9/13/22

MODULE 5 Recording 9/14/22

How To Set Up An Event In GoToWebinar - WATCH ME!

Ad Copy For Parents Group Workshop

Newsletters Advertising Workshop

PowerPoint + Script: Estate Planning in Uncertain Times

Estate Planning for Busy Parents - Plan and Protect Law Firm

Email Copy Post-Workshop (Attendees and Non-Attendees)

MODULE 6 Recording 9/15/22