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+1 (574) 213-2021
Tell us about yourself.
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Your first name
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Your last name
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Position
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Law Firm Name
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Your email
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Your phone
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What goals do you hope to achieve with LegacyAnchor?
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If LegacyAnchor could meet those goals, how soon would you want to implement?
Immediately (within 30 days)
1–3 months
3–6 months
Not sure
Now, tell us about your firm.
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Year Established
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Number of attorneys employed
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Total Staff (including paralegals, assistants, etc.)
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Bar States and licensing jurisdictions
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What percentage of your work is focused on estate planning?
100%
75–99%
50–74%
Less than 50%
Other areas of practice (if applicable)
Probate & Trust Administration
Elder Law
Tax Planning
Real Estate
Business Succession
Family Law
Litigation
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What is the MOST common way that you acquire new clients?
Choose one
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What is the SECOND MOST common way that you acquire new clients?
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Describe your firm’s core service offerings
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Do you currently have referral or partnership agreements with other professionals?
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Do you have any outstanding ethical, disciplinary, or malpractice matters?
Tell us about your firm's market area and client base.
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Principal geographic markets served
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Estimated total number of estate planning clients served historically
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Typical client profile (check all that apply)
Retirees
Married Couples
Dual Income No Kids
Parents of Minor Children
Business Owners
Veterans
Single Adults
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Typical client asset range
MA—Mass Affluent ($100K–$1M net worth)
HNW—High Net Worth ($1M–$5M net worth)
VHNW—Very High Net Worth ($5M–$25M net worth)
UHNW—Ultra High Net Worth ($25M+ net worth)
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How would you describe your firm’s average client relationship duration?
Less than 1 year
1–3 years
3–7 years
7+ years
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How do you usually interact with clients?
Only in person
Mostly in person
Mostly remotely
Only remotely
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Estimated average revenue from estate planning clients over the last 3 years
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Estimated number of clients that have ongoing relationship with your firm
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Describe any subscription or maintenance programs you offer
Let's address your transition readiness.
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What client management or CRM software do you use?
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Do you maintain secure digital client records?
Yes – compliant and encrypted
Yes – partially compliant
No – we’d need guidance
Not sure
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What percentage of all client contact information (email, phone, address) is current and verified?
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Describe any ongoing commitments you currently have with clients
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Approximate current number of open matters
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How many client accounts do you want to transition to JLP?
100+
500+
1,000+
3,000+
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How interested are you in working with Joseph Legacy Planning in general?
Extremely interested. I already know JLP is an excellent firm.
Very interested. I hear great things about this firm.
Somewhat interested. I want to learn a lot more first.
Not really interested. I just like online forms.
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How soon do you want to begin implementing this program?
Immediately (within 30 days)
1–3 months
3–6 months
Longer-term exploration
Some final strategic fit questions.
Hypothetically, following any kind of business deal within this program, what is the maximum number of hours PER MONTH you are willing to be available to JLP in an advisory role in the first year?
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Which LegacyAnchor program benefit is MOST attractive to you?
Find a simple path to retirement
Add new / recurring revenues
Improve client retention and satisfaction
Differentiate from competitors
Expand offerings without legal overhead
Reduce liability exposure
Other
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What do you see as the biggest strengths of your practice today?
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What challenges or constraints do you face?
Any additional comments or information you want to share?
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Would you like to receive a confirmation call from our firm, to begin an offer discussion?
Yes
No
Submit
Program Qualification Form
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