Question 1

What is the My Legal Academy Estate Planning Discovery Survey?

Accepted Answer

The My Legal Academy Estate Planning Discovery Survey is a founding member survey for estate planning attorneys. It is designed to understand what is actually happening inside real EP practices — not generic legal marketing theory. Founding members who complete it get VIP early access to the growth program built around the survey results.

Question 2

How do estate planning attorneys get more clients?

Accepted Answer

Estate planning attorneys get more clients through a combination of consistent referral systems, optimised intake processes, and local visibility strategies. The most effective practices convert existing consultations at a higher rate before trying to increase lead volume, and use structured follow-up systems to close leads that go cold.

Question 3

Is this program suitable for a solo estate planning attorney?

Accepted Answer

Yes. The program is built for estate planning attorneys at every stage — from solo practitioners with no staff to small firms with a team of 6 or more. Strategies are tailored to your setup so solo attorneys are not given advice designed for large firms.

Question 4

What does the survey ask?

Accepted Answer

The survey asks about your biggest bottlenecks, the one thing you'd fix in the next 90 days, your current practice setup, where you feel the most leakage in your pipeline, and the type of firm you're building. It takes 1–2 minutes to complete.

Question 5

What do I get for completing the survey?

Accepted Answer

Founding members who complete the survey receive VIP early access to the program before it opens to the public.

Estate Planning Attorneys: What are you struggling with right now?

What's your biggest bottleneck right now?