Stop spinning your wheels and start making intentional changes that drive revenue, profit, and sustainable success. Learn the strategic actions that can shift your practice toward reaching the million-dollar mark—whether that means: Scaling your revenue while maintaining your values. Structuring your firm to operate efficiently without sacrificing client care. Building a team and processes that allow you to focus on what matters most. 👉 Ready to stop reacting and start thriving? Contact Lawyers With Purpose today Call 877-299-0326 | or email info@lawyerswithpurpose.com Book your law firm assessment here: https://buff.ly/3XgueTP
Lawyers With Purpose
Law Practice
New Hartford, NY 680 followers
Your Full-Practice Management Organization Legal Knowledge | Operations | Marketing | Community
About us
Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs planning, and/or VA Benefits. The LWP Client Centered Software (LWP-CCS) includes wills, healthcare proxies, powers of attorney, our industry-exclusive personal needs plan, IPug™ trust, completed gift trust, Medicaid qualification software, and VA Benefits qualification software.
- Website
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http://www.lawyerswithpurpose.com/
External link for Lawyers With Purpose
- Industry
- Law Practice
- Company size
- 11-50 employees
- Headquarters
- New Hartford, NY
- Type
- Public Company
- Specialties
- Estate Planning Attorney Membership, Elder Law Attorney Membership, The LWP Client Centered Software, Medicaid Qualification Software, Estate Planning Drafting Software, Veteran Benefits, Law Firm Marketing, Medicaid Qualification, and Asset Protection
Locations
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Primary
555 French Road
Suite 202
New Hartford, NY 13413, US
Employees at Lawyers With Purpose
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Shawn O'Connor
Owner, Shawn R. O'Connor, Esq.
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Phil Miner
Performance Management Specialist at Lawyers With Purpose
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Angela DellaFave-Crowther
Member Services Coordinator at Lawyers With Purpose
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Saima Omar
Freelance Content Marketing Manager | Brand Strategist | SEO Blogs | Content Editor 💛
Updates
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⏳ Time is your most valuable asset. Stop spending it on manual calculations! With STEPS™, Medicaid eligibility is calculated for you, updated with the latest regulations. Plus, our iPug™ Asset Protection Trust helps safeguard clients' assets—without sacrificing control or flexibility. 📈 Save hours. Improve accuracy. Increase client satisfaction. Start your journey with STEPS™ now! https://buff.ly/4fVSzET #estateplanningsoftware #estateplanningattorney #estateplanning #lawfirm
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Running an estate planning law firm without integrated workflows often results in inefficiency, productivity gaps, and overlooked tasks. Without a structured system, mistakes can slip through the cracks, leaving attorneys with more work and clients feeling neglected. Running a law firm without streamlined workflows is like trying to sail a ship without a compass. You're bound to encounter rough seas. 🔵 Lack of Insight: You're flying blind without knowing where your clients are in the process, leading to unnecessary confusion and delays. 🔵 Productivity Gaps: Are your team members unsure of what to do next? Without a structured system, key tasks might fall through the cracks. 🔵 Risk of Oversights: Missing important steps can lead to mistakes, affecting client satisfaction and your bottom line. Enter FLOWS™, the ultimate solution to practice management, built within the Actionstep platform. Designed specifically for estate planning attorneys, FLOWS™ offers fully automated workflows that ensure each task is completed on time, every time. With seamless integration, real-time financial insights, and detailed reporting, FLOWS™ transforms your firm into a highly efficient, productive, and profitable operation. Say goodbye to chaos and hello to clarity, as you focus on what truly matters: serving your clients and growing your business. https://buff.ly/3ZpUVF1
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You already have the passion, drive, and vision for your dream law practice. Lawyers With Purpose provides the rest—tools, knowledge, and a supportive community to take you all the way. - From cloud-based workflows to marketing strategies and live training, LWP delivers what law school never taught and what the traditional firm held back. 💼 Let’s build your dream practice together. 📞 Contact us today for a strategy call and experience the LWP Difference! 877-299-0326 | info@lawyerswithpurpose.com #estateplanning #lawfirm #legalknowledge #medicaid #estateplanningsoftware #usalegal
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Join the Lawyers With Purpose community—where like-minded attorneys share insights, offer support, and grow together. Success is better when it’s shared. From collaborative workshops to engaging discussions, we make sure you have the tools—and the camaraderie—you need to thrive. Discover the power of community—because no one builds a thriving firm alone. Join LWP Today - 877-299-0326 | info@lawyerswithpurpose.com Or fill in this form to book your law firm assessment: https://buff.ly/3XgueTP #community #lawyers #estateplanning #attorney #medicaid #software
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From calculating medicaid eligibility to drafting compliant trusts, STEPS™ streamlines the process, helping attorneys deal with the multi-faceted nature of Medicaid and asset protection planning with ease. 🔑 Key Benefits: ✅ Automatic eligibility calculations ✅ "What-if" scenario modeling ✅ Customizable, client-focused trust documents Ready to simplify your practice? Learn more about STEPS™ today. Learn more here: https://buff.ly/4fVSzET #attorneysoftware #estateplanningsoftware #legalsoftware #medicaid
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📈 Running a successful law firm isn’t just about practicing law—it’s about running a business. At LWP, we teach what law school didn’t: ✅ Proven strategies to manage and grow your firm. ✅ Tools to streamline operations and increase profitability. ✅ A supportive community to help you every step of the way. Let’s make your law firm work for you, not the other way around. Request to join here: https://buff.ly/3XgueTP #EntrepreneurialLawyer #LawPracticeManagement #WorkLifeBalance
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At Lawyers With Purpose, our software provides intuitive, customizable templates that help you create legally sound estate plans and asset protection strategies in no time. Stop wasting time on inefficient workflows and start focusing on building stronger client relationships. 👉 Explore tools designed to make your practice thrive. https://buff.ly/3B3n4JP #LegalTech #EfficiencyInLaw #EstatePlanning
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As cryptocurrency ownership rises, so do the concerns surrounding its inclusion in estate plans. A staggering 89% of crypto owners fear their families will struggle to access their digital assets after they pass. Without proper planning, crypto assets can become lost forever, thanks to the need for private keys and volatile valuations. These complexities often create confusion and unnecessary legal hurdles for families and estate planners alike. In this post, Brittney Shearin, Head of Product & Legal Technical Attorney at Lawyers With Purpose, explains the key steps to safely incorporate crypto assets into estate plans. From securing access for beneficiaries to understanding tax implications, we’ve got you covered to confidently guide your clients through this evolving area of law. Read on to get the essential insights your practice needs to stay ahead. https://buff.ly/4gi82Pb
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🚨 Estate Planning Attorneys: Are You Missing Out? 🚨 Did you know that without a Google Business Profile (GBP), you might be leaving clients and opportunities behind? 🌐 Here are a few reasons why setting up and optimizing your GBP is crucial for your law firm: - Boost Local Search Visibility: Your firm shows up in local searches, making it easier for potential clients to find you. - Build Credibility with Reviews: Positive reviews can be the deciding factor for clients choosing your firm. - Instant Access to Key Info: Location, phone number, and website—right at the fingertips of your next client. - Track Engagement: See how clients interact with your profile to understand what works. - Mobile-Friendly: Clients can reach you with a tap, making it easier for them to take the next step. Ready to set up your GBP? Check out our step-by-step guide for Estate Planning attorneys! 📈 👉 https://buff.ly/3DaoDWR #EstatePlanning #LawyerMarketing #GoogleBusinessProfile #LocalSEO #LawFirmSuccess #ClientEngagement