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Transform Your Estate Planning Practice
Into a Recurring Revenue Powerhouse

Access Masterclass Now âžś
Transform Your Estate Planning Practice Into a Recurring Revenue Powerhouse
Access Masterclass Now

ARE YOU TIRED OF THE FEAST-OR-FAMINE CYCLE THAT KEEPS YOUR ESTATE PLANNING PRACTICE STUCK IN SURVIVAL MODE?

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Most estate planning attorneys are trapped in a transactional business model that forces them to constantly chase new clients while their existing relationships go dormant after the documents are signed. This creates an exhausting cycle of unpredictable revenue and missed opportunities.

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Are you struggling with:

  • Spending countless hours on non-revenue generating tasks and free client consultations?
  • Constantly chasing new clients while feeling overworked and underpaid?
  • Staff overwhelmed by repetitive, low-value work instead of strategic activities?
  • One-time transactions rather than predictable recurring revenue?
  • Expertise being commoditized and clients comparing you solely on price?

WHAT IF YOUR TOP CLIENTS BECAME RECURRING REVENUE?

This masterclass will show you exactly how to transform your transactional practice into a relationship-based business that generates predictable, recurring revenue while providing an exceptional experience that can't be found anywhere else at any price.

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Predictable Revenue Stream

Build a Client Care Program that generates consistent monthly or annual revenue from your existing client base, eliminating the feast-or-famine cycle that keeps you awake at night.

Premium Positioning

Position yourself as the high-value advisor who provides ongoing strategic guidance, not just document preparation. Which allows you to charge premium fees without competing on price.

Scalable Systems

Develop repeatable processes and systems that deliver exceptional client experiences without requiring your personal involvement in every interaction, giving you the freedom to focus on growth and strategy.

Masterclass Modules

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Five comprehensive modules that take you step-by-step through building, launching, and scaling a Client Care Program that transforms one-time clients into lifelong relationships.

LIMITED TIME OFFER

Pricing goes up Friday, September 12th 5pm PST

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What Will You Gain from This Masterclass?

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By the end of this masterclass, you'll have everything you need to launch and scale a Client Care Program that transforms your practice into a predictable, profitable business.

  • A complete framework for repositioning estate planning as an ongoing relationship rather than a one-time transaction
  • Proven pricing strategies that help clients see the value while ensuring your program is profitable and scalable
  • Word-for-word scripts and objection-handling techniques that make selling your program natural and effective
  • A step-by-step launch sequence for introducing the program to existing clients without damaging relationships
  • Systematized fulfillment processes that deliver consistent value without requiring your constant personal attention
  • The confidence to charge premium fees for ongoing advisory relationships instead of competing on document preparation costs

LIMITED TIME OFFER

$599

NORMALLY $750 *Limited discount for Wealth Counsel Symposium 2025*

  • 5 Full Modules
  • Almost 3 Hours of Content
  • 1 Year Access
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Meet Your Instructors

About Craig R. Hersch

Founder of The Freedom Practice

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Craig R. Hersch is a nationally recognized tax and estate planning attorney, CPA, author, entrepreneur, and practice development expert.

Beyond leading his ongoing boutique law firm, Hersch is a sought-after speaker and educator, delivering high-energy, insightful presentations. He was a founding shareholder and board member of a successful trust company that was subsequently sold to a regional bank.

Hersch helps high-achieving entrepreneurs turn complexity into clarity—engineering legal and tax structures that multiply wealth, expand freedom, and extend their impact across generations.

About Michael B. Hill

Co-Founder of The Freedom Practice

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Michael B. Hill is a partner at Sheppard Law Firm. Michael is a Florida Board Certified Will, Trusts & Estates attorney concentrating his practice in estate and wealth preservation and business succession planning.

Michael has extensive tax, legal and technology skills, enabling him to create unique plans for meeting client’s individual and family needs.

Michael is a double graduate of the University of Florida, receiving his Bachelor of Science in Accounting in 1998, and his Juris Doctor, with honors, in 2001. He is a member of the Florida Bar Association, the American Bar Association and the Lee County Bar Association.

Michael and his wife, Jamie, have four children, Connor, Chase, Lindsay and Caleb. In his free time, when there is any, Michael enjoys playing golf, working out, and watching most Gator sports. As an alumni of the Fightin’ Gator Marching Band, you may be able to spot him on Florida Field as a member of the Alumni Band, which marches at one home football game each year.

Meet Your Instructors

About Craig R. Hersch

Founder of The Freedom Practice

──

Craig R. Hersch is a nationally recognized tax and estate planning attorney, CPA, author, entrepreneur, and practice development expert.

Beyond leading his ongoing boutique law firm, Hersch is a sought-after speaker and educator, delivering high-energy, insightful presentations. He was a founding shareholder and board member of a successful trust company that was subsequently sold to a regional bank.

Hersch helps high-achieving entrepreneurs turn complexity into clarity—engineering legal and tax structures that multiply wealth, expand freedom, and extend their impact across generations.

About Michael B. Hill

Co-Founder of The Freedom Practice

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Michael B. Hill is a partner at Sheppard Law Firm. Michael is a Florida Board Certified Will, Trusts & Estates attorney concentrating his practice in estate and wealth preservation and business succession planning.

Michael has extensive tax, legal and technology skills, enabling him to create unique plans for meeting client’s individual and family needs.

Michael is a double graduate of the University of Florida, receiving his Bachelor of Science in Accounting in 1998, and his Juris Doctor, with honors, in 2001. He is a member of the Florida Bar Association, the American Bar Association and the Lee County Bar Association.

Michael and his wife, Jamie, have four children, Connor, Chase, Lindsay and Caleb. In his free time, when there is any, Michael enjoys playing golf, working out, and watching most Gator sports. As an alumni of the Fightin’ Gator Marching Band, you may be able to spot him on Florida Field as a member of the Alumni Band, which marches at one home football game each year.

FAQs

Why This Masterclass?

Craig R. Hersch brings a unique combination of legal expertise, entrepreneurial success, and proven practice development experience that few attorneys possess.

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Choose this masterclass because:

  • Craig's approach is based on actual implementation as a senior partner of the Sheppard Law Firm, in Fort Myers, Florida, not academic concepts that sound good but don't work in practice. (make this is the first bullet)
  • Craig has successfully built and sold a trust company, proving he understands both the legal and business sides of wealth management
  • As a practicing attorney, CPA, and entrepreneur, he speaks from real-world experience, not just theory
  • He's helped countless high-achieving entrepreneurs multiply their wealth through strategic legal and tax structures—and now he'll show you how to apply those same strategic principles to your practice
  • You'll get specific, actionable strategies that you can implement immediately, not vague advice that leaves you wondering what to do next
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Get in Touch

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Have a question or need help? Email us here: info@4freedompractice.com