If you’re an estate planning attorney drowning in paperwork, client follow-ups, and drafting marathons, you’re not alone. The average attorney spends 40% of their workweek on administrative tasks—time that could be spent advising high-net-worth clients, scaling your firm, or simply enjoying your life outside of work.
But what if you could automate the grind, boost revenue, and reclaim your schedule—without sacrificing client service or accuracy?
Here’s the truth: The most successful estate planning attorneys aren’t working harder. They’re working smarter. Instead of spending countless hours on repetitive tasks, they’ve mastered the art of automation, efficiency, and client-centric technology.
And today, we’re pulling back the curtain on the seven proven strategies that help top estate planning attorneys save time, attract clients, and increase profits—starting right now.
Secret #1: Ditch Generic Templates—Use Branded, Automated Tools
Clients expect a seamless, professional experience from the moment they engage with your firm. If you’re still relying on copy-pasting documents or filling out generic templates, you’re not just wasting time—you’re missing an opportunity to enhance your brand.
LegalGEN’s customizable, branded questionnaires let you automate client intake while reinforcing your firm’s identity. Instead of sifting through stacks of paperwork, you can generate flawless, state-specific templates in seconds.
“LegalGEN’s branded tools made my firm look tech-savvy and trustworthy. Clients love the polished process!”
— Lore Burch, Burch Law
The bottom line? More efficiency, fewer errors, and a stronger brand that clients remember and recommend.
Secret #2: Capture the 67% of Clients Who Prefer Mobile-First Service
Modern clients demand convenience. In fact, 67% of legal clients prefer mobile-first interactions when dealing with attorneys.
If your intake process still relies on emails, PDFs, or in-person meetings, you’re losing potential clients. LegalGEN’s mobile-responsive platform lets them complete interviews anytime, anywhere—whether they’re at home, on a lunch break, or traveling.
✅ Expand your reach beyond your local area
✅ Attract younger, tech-driven clients (and their referrals)
✅ Boost conversions by making it easy for clients to start the process
Attorneys using LegalGEN see a significant increase in completed client forms—without lifting a finger.
Secret #3: Slash Drafting Time to Under 1 Hour Per Will Package
Drafting estate plans shouldn’t take all day. But without automation, attorneys waste countless hours creating repetitive documents.
LegalGEN’s AI-powered system auto-generates wills, trusts, and POAs—error-free and fully compliant. What used to take hours can now be done in minutes.
One estate planning attorney using LegalGEN reported completing 12 full estate plans in a single day—a process that previously took over a week!
Imagine the revenue potential if you could take on twice as many clients without increasing your workload.
Secret #4: Turn “Maybe” Clients into $60K in Revenue (Like O’Connell Law Group Did)
How many potential clients visit your website, ask a few questions, and then disappear? Without proper follow-ups, most attorneys lose thousands in missed opportunities.
Tiffany O’Connell of O’Connell Law Group added $60,000 in six months simply by automating her client follow-ups and online lead conversion.
LegalGEN’s automated system nurtures prospects 24/7—sending reminders, answering FAQs, and prompting them to schedule consultations.
✅ Never let a lead slip through the cracks
✅ Convert hesitant prospects into paying clients
✅ Generate revenue while you sleep
If you’re relying on manual follow-ups, you’re leaving money on the table.
Secret #5: Stop Trading Time for Money—Focus on High-Value Consulting
Most estate planning attorneys get stuck in a cycle of churning out documents. But top attorneys break free by shifting their focus to premium services.
By automating the busywork, you can dedicate more time to high-value consulting, including:
✔️ Complex trust planning
✔️ Tax optimization strategies
✔️ Generational wealth consulting
LegalGEN handles document generation, secure storage, and client reminders—so you can focus on high-ticket services that actually scale your income.
Secret #6: Secure Client Data—or Risk Losing Everything
One data breach can ruin your reputation and destroy your practice. Clients trust you with their most sensitive financial information—if that data isn’t protected, the consequences could be catastrophic.
LegalGEN’s military-grade encryption and cloud storage ensure that client data remains safe from cyber threats, system failures, or accidental leaks.
✅ Compliant with all legal industry security standards
✅ Cloud-based for remote access with total security
✅ Automatic backups to prevent data loss
Protect your firm, your clients, and your peace of mind with the right security measures in place.
Secret #7: The “15-Hour Week” Blueprint
Imagine reclaiming 15+ hours every week—time you could spend growing your practice, spending time with family, or finally taking a vacation.
LegalGEN users like Burch Law achieve this by automating:
🔹 Client onboarding
🔹 Document drafting
🔹 Payment processing
🔹 File organization
This isn’t just about saving time—it’s about building a thriving, stress-free practice.
you can also read: Estate Planning Demystified: 3 Myths That Are Holding You Back
Why These Secrets Work
The top 1% of estate attorneys don’t have secret skills—they have secret tools.
LegalGEN is the force multiplier that lets you:
✅ Save 15+ hours weekly (no more overtime)
✅ Grow revenue by 30%+ with automated lead conversion
✅ Deliver 5-star client experiences without burnout
Ready to Join the Elite 7%?
The gap between overworked attorney and thriving practice owner is smaller than you think.
LegalGEN has already helped hundreds of firms automate their workflow and unlock explosive growth.
👉 Claim Your FREE Trial Now
📌 Click here https://legalgen.app/Legalgen/New_Client_Intake/app to start your Free Trial.
📌 No risk! Just 15+ hours back in your week—guaranteed.
P.S. The attorneys reading this will either keep grinding at the same pace… or join the smart ones who work less and earn more.
🔒 Start NOW!—Your Future Self Will Thank You.