Getting paid is crucial yet often challenging for estate planning attorneys. In this coaching call excerpt, expert lawyer Ali guides fellow attorney Emily through a dilemma with an unresponsive client who already paid but refuses to proceed with the full plan.
Emily completed a planning session and designed a full estate plan for this client who struggles financially. Despite verbally agreeing to move forward, the client went silent and ignored Emily’s repeated calls and messages about payment and next steps.
Ali suggests Emily send a written notice giving the client a clear deadline to communicate or Emily will close the file and invoice $750 for the completed LLPS. Ali provides sample scripts Emily can use to demonstrate care while also setting a boundary.
Ali explains that auto-debit payment options avoid chasing clients for money. She notes boundaries show the client’s best interests are in mind, and lawyers shouldn’t absorb losses from unpaid work. Resolving payment problems this way both empowers lawyers to earn fair fees and enables quality planning for clients.
By implementing Ali’s proven payment systems and scripts, lawyers can confidently get paid, avoid income leaks, and sustain a profitable law practice long-term.
What is New Law Podcast Sampler?
This is a sample of our full Private Personal Family Lawyer Podcast, which is a member's only podcast for our certified Personal Family Lawyer firms.
This podcast features the education our lawyers need, in bite-sized doses, on the go! We're taking all of the best conversations, nuggets, and soundbites from our recorded coaching calls and delivering them to your preferred podcast player.