Select the Service that Best Matches Your Needs: *

Estate Planning - Creation of Trust, Will, Powers of Attorney

Administering a Trust or Estate after DEATH of a Loved One

Disability of a Trustor/Principal

Beneficiary Rights - Understanding Your Rights as a Beneficiary of a Trust or Estate

Other/Not Sure

What brings you to Maat Legal today? *

I am an estate planning attorney looking to transition or sell my practice.

I am a potential strategic or financial partner and want to explore working with Maat Legal.

I am an estate planning attorney interested in learning how Maat Legal works and whether it could be a fit for my practice.

How long have you been practicing estate planning? *

Which best describes your current practice? *

Do you currently handle trust administration matters? *

Do you currently handle probate matters? *

Approximate annual revenue from your estate planning and related work: *

When are you realistically thinking about retiring or transitioning your practice? *

Do you already have a potential successor in mind? *

What matters most to you about how your practice transitions? (Select all that apply.) *

Taking care of my existing clients.

Protecting my staff and team.

Turning my practice into a meaningful retirement asset.

Preserving my planning philosophy and reputation.

Keeping the process as simple and low-stress as possible.

Which best describes your interest in Maat Legal? *

How familiar are you with MSO (management services organization) structures in professional services (healthcare, dental, legal, etc.)? *

Which best describes your professional background? *

What are you most interested in exploring with Maat Legal? *

Is there anything else about you or your organization that would be helpful for us to know before we connect? *

Where are you in your practice journey? *

Maat Legal is a practice-management company for estate planning attorneys. It’s the people, processes, and technology that run underneath your practice — an operating system (Maat OS) plus a trained team, not just software.

After reading that, which best describes your understanding? *

What are your biggest current challenges? (Select all that apply.) *

Phones and intake (missed calls, unqualified consultations).

Drafting workflow (bottlenecks between meetings and documents).

Staffing and training (hiring, turnover, or managing people).

Technology and systems (too many tools, no real OS).

Balancing client work with running the practice.

I’m at a firm and don’t want to recreate their back office from scratch.

How is your current back office set up? *

How are incoming phone calls and new client inquiries handled in your practice right now? *

Who handles most of the drafting work for your estate planning matters? *

Currently handle trust administration matters? *

Currently handle probate matters? *

First Name *

Last Name *

Email *

Phone

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