READY TO STOP LOSING PROFIT? Get free access to our brand new Estate Planning Profit Cycle mini-course here.

Elegant Data Model™

Discover Bonnie's three-tiered model on how to best organize and manage estate planning client data.

Bonnie's Recommended Tech Stack

Discover exactly what software Bonnie would use if she were just starting out as an estate planning attorney, knowing what she knows now after 13 years, being licensed in 3 states, working directly with 527 private clients, and overseeing the drafts of 2,205 estate plans.

How to Draft Faster™

Learn and implement Bonnie's proven system for drafting high-quality estate plans faster. No more late nights or typo-heavy plans.

Legacy Architects™ Demo

See the inside of our #1 estate planning software to manage all your client data in one single place.

Complete Data-to-Drafting Blueprint

Discover the ten-step process that takes you all the way from estate plan intake to estate plan draft.