Transform Your Practice. Transform Your Life.

Kristina Schneider, Practice Success Coach
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  • MANAGEMENT
  • UPDATED WEEKLY

Transform Your Practice. Transform Your Life. is your go-to podcast for practical, tested, and proven practice management and marketing strategies designed specifically for estate planning attorneys. Brought to you by The Ultimate Estate Planner, each episode taps into 40+ years of industry experience, offering actionable insights to help you build a more efficient, profitable, and fulfilling practice. Tune in and start transforming your practice—and your life—today!

  1. EPISODE 77 - Your Legal Practice, Simplified: Insights from The Best Notary with Eli Angote

    SEP 25

    EPISODE 77 - Your Legal Practice, Simplified: Insights from The Best Notary with Eli Angote

    Managing a law firm means juggling client demands with endless administrative tasks—but what if you didn’t have to do it all yourself? ✍️ In this episode, Practice Success Coach, Kristina Schneider, MBA, sits down with Eli Angote, owner of The Best Notary, to explore how attorneys can leverage nationwide mobile notary and administrative services to scale their practices with ease. 📑 The hidden time drains in law firms—and how outsourcing tasks like binder prep, delivery, scanning, and copying can solve them 🖊️ How mobile notaries help attorneys close deals faster and streamline document signings with witnesses present 🌎 Why nationwide notary support can give attorneys a competitive edge in today’s fast-paced legal environment 🚀 Practical strategies for attorneys who want to focus on billable work, not paperwork If you’re ready to simplify your operations, save valuable time, and grow your practice without burning out, this episode will show you how The Best Notary can become your secret weapon for success. CONNECT WITH ELI ON LINKEDIN: https://www.linkedin.com/in/elijahka/ LEARN MORE ABOUT THE BEST NOTARY: Visit https://thebestnotary.net/ and be sure to mention UEP to receive the best pricing available. #EstatePlanning #LawFirmOwner #AttorneyBusinessTips #PracticeGrowth #LawFirmManagement #NotaryServices #LegalEfficiency

    48 min
  2. EPISODE 76 - Pros and Cons of Servicing Multiple States and Jurisdictions

    SEP 23

    EPISODE 76 - Pros and Cons of Servicing Multiple States and Jurisdictions

    Expanding your practice into multiple states can sound like a great growth move—but is it really worth it? 🌎 In this episode, Practice Success Coach, Kristina Schneider, MBA, explores the advantages and challenges of working across jurisdictions and what estate planning attorneys need to know before making the leap. ⚖️ The realities of maintaining licenses and keeping up with ever-changing laws 📢 How to leverage Google, digital marketing, and online strategies for statewide reach 🏢 The trade-offs between digital expansion and the benefits of a localized, brick-and-mortar presence ⚠️ The hidden downsides of being a remote/virtual estate planning lawyer—and the liability risks it can create If you’ve been thinking about expanding into multiple states or taking your practice virtual, this episode will help you weigh the risks and rewards so you can make a smart, strategic decision. #EstatePlanning #LawFirmOwner #AttorneyBusinessTips #PracticeGrowth #LawFirmManagement #VirtualLawPractice #MultiStateLicensing

    8 min
  3. EPISODE 75 – How to Assist Your Clients with Trust Funding Without Being a Money Loser for Your Firm!

    SEP 18

    EPISODE 75 – How to Assist Your Clients with Trust Funding Without Being a Money Loser for Your Firm!

    Helping clients properly fund their trusts is critical—but it shouldn’t drain your time, your staff’s time, or your bottom line. 💸 In this episode, Practice Success Coach, Kristina Schneider, MBA, shares practical strategies to streamline the trust funding process while protecting your firm and delivering real value to clients. 🔑 How to guide clients to retitle their assets without overburdening your staff 📋 Practical steps to get clients to follow through on funding instructions 🛡️ “CYA” strategies to reduce liability risks for you and your firm ✅ How to leverage our Free Service Package model to avoid unfunded trusts and ensure estate plans actually work 📖 One helpful resource for you is our "Living Trust Owner’s Manual Inserts & Cover Pages" package: https://ultimateestateplanner.com/products/living-trust-owners-manual-inserts-coverpages/ If you’re ready to help clients succeed in funding their trusts without sacrificing your firm’s efficiency, don’t miss this episode. #EstatePlanning #LivingTrusts #TrustFunding #LawFirmOwner #AttorneyBusinessTips #PracticeGrowth #LawFirmManagement

    11 min
  4. EPISODE 74 - Should You Be Advertising Will-Based Plans?

    SEP 16

    EPISODE 74 - Should You Be Advertising Will-Based Plans?

    Living trust–based estate plans are superior to will-based plans for most clients—but are you still offering both? 🤔 In this episode, Practice Success Coach, Kristina Schneider, MBA, breaks down why many firms are moving away from will-based plans and focusing exclusively on trust-based planning. 📑 Why living trusts often provide far greater value and protection than wills ⚖️ Why more attorneys are ditching probate (and will-based work) due to stress and hassle 💸 How offering a cheaper will option can actually hold clients back from choosing the better plan they need 🚀 How streamlining your offerings positions your firm as a high-value, client-focused practice 🎁 Want to go deeper? Check out Phil Kavesh’s instant download, How to Sell More Living Trusts Even in States Where Wills Remain Popular — a step-by-step resource to help you confidently present and sell trust-based planning. If you’ve been debating whether to keep will-based plans on your menu, this episode will help you decide with clarity and confidence. #EstatePlanning #LivingTrusts #LawFirmOwner #AttorneyBusinessTips #PracticeGrowth #LawFirmManagement

    11 min
  5. EPISODE 73 – Are Your Employees Taking Advantage of You and Your Niceness?

    SEP 11

    EPISODE 73 – Are Your Employees Taking Advantage of You and Your Niceness?

    Estate planning attorneys often lead with kindness—but when does that generosity become a liability? 💔 In this episode, Practice Success Coach, Kristina Schneider, MBA, uncovers how to spot when employees are taking advantage and how to reset the balance without sacrificing your compassion. ⚠️ Warning signs: chronic lateness, PTO abuse, and dodging responsibilities 😬 The real reason “nice” leaders get walked on (and how to stop it) 📝 Setting clear policies for attendance, workload, and PTO 📊 Accountability systems that keep everyone honest 💪 How to say “no” with firmness while still being empathetic 🌟 Reframing kindness as strength—fair, firm leadership earns true respect If you’ve ever felt your niceness is being mistaken for weakness, don’t miss this empowering episode. #AttorneyLeadership #LawFirmOwner #PracticeGrowth #LawFirmManagement #AttorneyBusinessTips #LeadershipDevelopment

    14 min
  6. EPISODE 72 – Investing in CE That Pays Off for Your Firm and Your Lawyers

    SEP 9

    EPISODE 72 – Investing in CE That Pays Off for Your Firm and Your Lawyers

    Continuing education isn’t just a box to check—it’s either a wasted expense or a powerful growth engine. 🚀 In this episode, Practice Success Coach, Kristina Schneider, MBA, reveals how to transform CE into a return-on-investment strategy that benefits your lawyers and your entire firm. 💸 Why your firm should invest in CE and licensing (and how to make it pay off) 📊 How to use CE as a tool for cross-training and firm-wide development 🗂️ Simple systems to ensure lawyers bring back knowledge that can be implemented ✅ How CE doubles as accountability and keeps your team aligned If you’re ready to stop treating CE as an obligation and start using it as a growth multiplier, this episode is for you. #ContinuingEducation #AttorneyBusinessTips #LawFirmGrowth #LawFirmManagement #AttorneyDevelopment #TeamTraining

    9 min
  7. EPISODE 71 – My Top 5 Tips for Hiring in Today’s Job Market

    SEP 4

    EPISODE 71 – My Top 5 Tips for Hiring in Today’s Job Market

    Hiring in today’s market is tough—but it doesn’t have to feel like a gamble. 🎲 In this episode, Practice Success Coach, Kristina Schneider, MBA, shares her top five proven tips to help you attract and keep the right talent without wasting time or losing great candidates. 🔹 Why involving your team in the hiring process leads to stronger fits ⏱️ How to streamline your process so you don’t lose candidates along the way 📝 Why a clear and concise offer makes all the difference 📘 The importance of an employee handbook (and how to get one) 🎯 Setting new hires up for success with training agendas + 30/60/90-day goals If you’re ready to stop struggling through the hiring process and start building a strong, scalable team, this episode is packed with strategies you can implement right away. #AttorneyHiring #LawFirmOwner #PracticeGrowth #LawFirmManagement #AttorneyBusinessTips #TeamBuilding

    13 min
  8. EPISODE 70 – How to Hire Associate Attorneys Who Actually Grow Your Practice

    SEP 2

    EPISODE 70 – How to Hire Associate Attorneys Who Actually Grow Your Practice

    Bringing on an associate shouldn’t feel like babysitting—it should feel like multiplying your impact. 👩‍⚖️👨‍⚖️ In this episode, Practice Success Coach, Kristina Schneider, MBA, reveals the strategies that successful firms use to hire the right associate attorneys who contribute to long-term growth instead of draining resources. 🔹 The biggest hiring mistakes that create a revolving door of associates 🎯 How to identify candidates aligned with the firm’s need to scale 📊 Building clear expectations for performance and growth ✅ Onboarding strategies that set your associates (and your firm!) up for success If you’re ready to stop wasting time and money on the wrong hires and start building a team that helps your practice thrive, don’t miss this conversation. #AttorneyHiring #LawFirmOwner #PracticeGrowth #AssociateAttorney #LawFirmManagement #AttorneyBusinessTips #TeamBuilding

    13 min
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About

Transform Your Practice. Transform Your Life. is your go-to podcast for practical, tested, and proven practice management and marketing strategies designed specifically for estate planning attorneys. Brought to you by The Ultimate Estate Planner, each episode taps into 40+ years of industry experience, offering actionable insights to help you build a more efficient, profitable, and fulfilling practice. Tune in and start transforming your practice—and your life—today!

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