Solo estate planning and probate attorney, making decent money but can't seem to get over the plateau I'm at these past 2 years. My projection for this year is the same. My biggest hurdle is generating more probate work.

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Expand into Guardianship work.

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Unfortunately, the probates will pour in when your EP clients start dying or at least when their parents die.

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Are you running any ads?

Networking should help increase volume. Find a target-rich environment. Envision your ideal type of clients and referral sources, then go where they congregate. If it’s lawyers and judges, join an inn of court. If it’s business people, join chamber of commerce, etc. If your city has a landlords association or building owners association, that could be a good one: property owners and the lawyers who work with them in the same place.

I worked for two estate planning attorneys in Ohio and Michigan. Both attorneys established relationships with the local assisted living homes and did talks at the Center for the Aged and local adult activities centers in the area where they handed out plenty of business cards. Also, when your clients come in to sign their estate planning docs, don't be afraid to ask for referrals and give them a couple of business cards for their friends and relatives.

Both attorneys also expanded their practices into probate where they also established relationships with the local funeral homes and, the Ohio attorney, also started working with a large senior living facility doing collections on a contingency basis.

The hardest part would be establishing those relationships, but I promise you that it will generate A LOT of work.

We offer "family meetings" at no cost for all estate planning clients. We meet with the clients family, usually their children, and review how the estate plan works. It's a sales pitch from our perspective, though, and we get tons of new clients that way because the clients' children always want to do business with us after these family meetings.

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