WorkshopInaugural Workshop — Pewaukee, WI
Learn It Once. Use It for the Rest of Your Career.
Practice on Your Terms Workshop is a one-time, two-day investment in the exact systems that lets you work fewer hours and earn more — not a membership, not a subscription, not another program you'll forget to log into. Learn the process once. Reuse it for every client, for as long as you practice.
Reserve Your Seat — Pewaukee, WIOne payment. No recurring fees.
Who this is for
This Was Built For You If —
You're a practicing estate planning attorney — often inside a larger firm — where estate planning isn't the firm's priority. It's not the highest-revenue practice area, it's not where partners are focused, and it can feel like an afterthought next to litigation or corporate work.
You don't want to litigate. You went into estate planning because you wanted meaningful client relationships, not courtroom conflict — but the firm's incentives don't always reflect that.
You're working 40, 50, 60+ hours a week and want that number to go down — without your income going down with it. Ideally, you want both numbers moving in opposite directions.
You already know the law. What nobody taught you is how to run the practice — the intake process, the marketing, the staffing, the follow-up — efficiently enough that it doesn't consume your life.
You're open to a single, focused investment in real systems rather than an ongoing monthly commitment you'll have to justify to yourself every billing cycle.
The story
I built my estate planning practice the hard way. Sixty-hour weeks. A gatekeeper I couldn't step away from. Consultations that ran three hours because I didn't have a system. Amendments that ate my margins because I hadn't set expectations up front.
It took years to fix that — not because the answers didn't exist, but because no one handed them to me. I had to find them one mistake at a time.
The Workshop is what I wish someone had given me on day one.
Over two days, I'll walk you through the exact systems that took my practice from a 40+ hour grind to a business that runs on roughly 30 hours a week — networking, marketing, client intake, staffing, case management, all of it.
This isn't a promise. It's a path.
What you do with these tools is up to you — but the path is real, and it's walkable. And once you've learned it, it's yours — no monthly fee to keep access to your own process.
Not a CLE seminar
No credit — intentionally. This is the business of practicing law, from someone who's actually run the practice.
A real working session
Two full days. Real case walkthroughs, not hypotheticals. A room capped at 30.
One investment, not a membership
A one-time $5,000 investment — no monthly fee, no logins, no content trickling out. The return is in reclaimed hours and higher revenue per hour.
This isn't a library of tips you'll half-remember. It's a repeatable process — learn it once during the two days, and use the same system with every client from then on.
What You'll Walk Away With
A referral network strategy that brings clients to you — instead of you chasing them
A marketing approach built for estate planning specifically, including how to turn Google reviews into a steady stream of new clients
A consultation framework that respects your time and the client's — under two hours, every time
A follow-up and booking system so the next meeting gets scheduled before the client walks out the door
A staffing structure where you're never one employee's resignation away from chaos
A case management approach that keeps amendments and follow-up work profitable instead of a time sink
Access to the video library — five recorded sessions for you and your team, ready to put to work the week you're back
Also yours after the two days
The Video Library
Five recorded sessions you and your team keep access to long after the Workshop — one 45-minute walkthrough, and four short ones you can watch in a coffee break.
- 01Final Signing Appointment45 min
- 02Gatekeeping 101: How Estate Planning Paralegals Filter Serious ClientsUnder 5 min
- 03The Paralegal's Role in Buffering the Attorney from Client DramaUnder 5 min
- 04Time Blocking 101: Keeping the Attorney's Calendar on Your Terms, Not the Client'sUnder 5 min
- 05Trust Funding 101: The Paralegal's Role in Getting It Done RightUnder 5 min
Workshop
The Inaugural Workshop
The first Practice on Your Terms Workshop, in Pewaukee, WI — and the start of a series we'll bring to cities across the country. 30 seats. Direct access to Dera Johnsen-Tracy and the systems that took one practice from 40+ hours a week to roughly 30.
The partnership
Built by people who've done it
Dera Johnsen-Tracy, estate planning attorney and co-founder of Horn & Johnsen SC, built the systems. Janis Strutt, digital marketing agency owner, built the marketing machine behind them.
Meet the FoundersThe Hours AssessmentHow many hours could you reclaim?Six quick questions · about 2 minutesStart
The Hours Assessment
In RedlineHow many hours could you reclaim?
Six questions about how your practice actually runs today. Answer honestly — this isn't a promise, it's a starting estimate for what's possible when the systems are in place.
Estimated hours reclaimable
0 / week
Answer Clauses 02–06 to see your estimate.
These are the exact systems behind every clause above.
Reserve Your SeatThis is a directional estimate, not a guarantee. Results depend on which systems you implement and how consistently — the workshop gives you the tools; the terms are yours to set.
Inaugural Workshop — Pewaukee, WI
Reserve Your Seat
30 seats. Ingleside Hotel, Pewaukee, WI. April 8–9, 2027. One payment, no recurring fees — this isn't a guarantee of a 30-hour work week, it's the real path, built from what actually worked. What you do with it is up to you.
Inaugural Workshop — Pewaukee, WI
Reserve Your Seat
30 seats total. $5,000 — one time, no recurring fees. Complete the form below to reserve your seat — our team will follow up by email with payment instructions.