Your Full Name *

Law Firm Name *

Best Phone *

Best Email *

In what states are you licensed? *

How long have you practiced estate planning? *

What is your firm's average monthly estate planning revenue over the last 3 months? *

What is your firm's average monthly estate planning revenue over the last year? *

What's your current average fee per estate plan? *

Are you currently using Legacy Architects, Legacy Drafting, or both? How long? *

On a scale of 1-10, do you consistently you hit $50K months right now? What gets in the way on the months you don't? *

What marketing efforts are currently bringing you the majority of your clients? *

Thinking about the flow from intake to design to client approval, what's your biggest bottleneck? *

Thinking about the flow from drafting to signing to funding, what's your biggest bottleneck? *

Who's currently on your team and what's the next hire you've been considering? *

What are the two most important numbers you track in your firm right now? How often do you look at them? *

What have you implemented from the Legacy Membership/$50K Solo materials so far, and what's still sitting on the shelf? *

What do you think is the root cause of the not yet reaching your goals in your firm? *

What's one thing you've been avoiding doing in your firm because it feels hard or uncomfortable? *

If you joined the $100K Solo and did the work, what would be different about your firm and your life in 12 weeks? *

What would have to be true for you to consider this program a complete success? *

Is there anything about your situation that's unusual or that I should know about before we talk? *

Anything else you'd like me to know before our conversation? *