Practice on Your TermsWorkshopReserve Your Seat

The specifics

Workshop Details

Everything you need to know about the two days in Pewaukee, WI.

The specifics

What's Included

Format
2 days, 8 hours each day
Group size
Limited to 30 attendees — by design, not scarcity marketing.
Investment
$5,000 — one time. No membership, no monthly fee, no recurring charge. You pay one time and the process is yours to use for the rest of your career.
Breakfast
Provided by the venue each morning.
Throughout the day
Coffee, water, soda, and light snacks provided both days.
Lunch
A 90-minute break each day — our venues are chosen near local restaurants so you can step out, stretch your legs, and eat wherever you like. Lunch itself is on your own.
Materials
All session materials and worksheets included.
CLE credit
Not offered. This Workshop is built around practice-building content, not legal education credit.

Registration is payable by card — one time, no recurring fees.

We acceptVISA

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.

  1. 01Final Signing Appointment45 min
  2. 02Gatekeeping 101: How Estate Planning Paralegals Filter Serious ClientsUnder 5 min
  3. 03The Paralegal's Role in Buffering the Attorney from Client DramaUnder 5 min
  4. 04Time Blocking 101: Keeping the Attorney's Calendar on Your Terms, Not the Client'sUnder 5 min
  5. 05Trust Funding 101: The Paralegal's Role in Getting It Done RightUnder 5 min

Workshop schedule

The full two-day schedule is coming soon.

We'll post the session-by-session agenda here once it's finalized.

30 seats. Pewaukee, WI. One time.

Reserve Your Seat