LEGAL CONSULTING SERVICES

Overview of Legal Consulting Services
We offer premier consulting services to lawyers, law firms and individuals designed to assist them in integrating specific areas of law and end-of-life planning effectively into their practices.

Advanced LTI offers premier legal consulting services that focus on establishing, developing and expanding an Estate Planning practice. If you are a lawyer, we work with you to establish and/or develop a successful estate planning practice by offering consulting services and systems that attract high net worth clients and counsel them in a systematic process. We offer drafting support for all the required estate planning documents and follow up procedures to employ with clients on a periodic basis. We have all the resources to assist you in shaping your practice to serve clients in this expanding area of law.

Our legal consulting services add value, expertise and revenue to law firms, attorneys, executives, accountants, financial planners and other investment professionals. We support these professionals in both adding and expanding to their estate planning knowledge and wealth planning services. From assessing your firm’s needs to creating and implementing a comprehensive system of client services, we approach planning in the most effective, integrated way by working with you and your team of professionals toward the greatest benefit for the client.

Legal Consulting Services
Advanced LTI is dedicated to imparting the knowledge of how to add an estate-planning component to your client service menu. As you begin by identifying the right client for your practice to the importance of client service and a strong commitment toward implementing the integrated estate planning philosophy, our seminar series covers each step in the process.

The challenge of developing a team of professionals that are responsible for establishing and meeting deadlines, drafting the recommended documents, forming legal entities, integrating title documents and coordinating with other professionals on the client’s project is critical to this task.

Our programs, seminars, onsite training and consulting services are of value to any wealth planning professional who is dedicated to offering services of wealth generation, wealth management and wealth preservation which serves as a unique foundation for her legal practice.

It is critical in any wealth planning practice to have the specialized skill of developing and implementing creative solutions for the complex tax and legal issues of the high net worth clientele. Advanced Legal Training Institute includes instruction in both the necessary qualitative and quantitative analyses and the structuring of integrated systems that are required to affect the wealth planning objectives of the client. Our Integrated Estate Planning Series of instructional CDs also addresses the Trust Administration and litigation component of estate planning. You will learn how to focus on settling decedent’s matters without the expense, delay, and publicity inherent in traditional estate administration. By learning to manage a trust and estate administration practice from start to finish, you will also learn how to assist clients in managing the complex and detailed process of administering trusts and estates on a post mortem basis.

Our estate planning and probate seminars, onsite training and consulting services will provide you with the practical knowledge you need to perform your job with greater skill and effectiveness. We help you stay current on existing laws and legislation that affect estate planning and probate professionals.

You can be confident that we carefully design our estate planning seminars and probate seminars to ensure that you’ll be able to satisfy all of your professional training requirements. MCLE and other continuing education credits are readily available for our estate planning seminar series. Mr. Doyle has been providing continuing education to individuals in the estate planning and probate areas for over twenty-five years.

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Consulting Services & Fees
Legal Consulting (hourly rate)
End-of-Life Planning & Legacy Consulting (hourly rate)
Succession Plan Consulting (hourly rate)

Service Options

Option 1
Legal Consulting Services| One Hour Consulting Session| One 60-Minute Call
During one full hour, plan to ask as many questions as time permits. Get answers to your tough questions, get direction on where to go ‘next’ as you establish, develop or expand your estate planning client services.
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.

Note: This is NOT a strategy call due to time constraints, rather a mechanics or nuts and bolts type call. To work on a more complex or strategic challenges related to the development or expansion of your estate planning practice, we recommend the Legal Consulting Service packages below.

Option 2
Legal Consulting Services| Three 45-minute Calls per Month
Three 45-minute phone calls per month allows time for you to know that your business challenges have been critically analyzed and that the recommendations based on our analysis have been fully implemented by either you or your team during the month.
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.

Option 3
Legal Consulting Services| Three Months of Legal Consulting in Advance
Three-Months of Sessions| Three 45-minute Calls per Month
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.