Welcome to the next phase of your PFL Journey, Admin!

We are so glad you are embarking on and we know you are going to be as well. By making this commitment to yourself to create a life and law practice you love, you are so close to turning your law degree into your most valuable asset. We are so excited to serve you!

If at any point you have questions, or want to consider joining us as a Personal Family Lawyer, reach out to your Law Business Advisor.

TAKE YOUR FIRST STEPS

Use the Get Started Checklist below to orient yourself with the program and take your first PFL member journey steps.

Important member resources

Set Up or Update Your WWW.PERSONALFAMILYLAWYER.COM Listing

Set Up Your Kids Protection Plan Landing Page & Drafting System

Included in your membership, you can set up a Kids Protection Plan Landing Page & Drafting system to use for drafting Kids Protection Plans for yourself and clients. Addionally, you can share a link to your KPP Landing Page and/or with prospects. Use this form to set up your KPP Drafting Tool and landing page.

Find additional training on setting up and using the KPP Drafting Tool, and how to talk about the value of KPP with your clients in this lesson.

Access the Weekly DFY Blogs and Social Media Post & Captions

Each week NewLaw provides new lead, prospect, and client nurturing and educating blogs written by an accomplished Personal Family Lawyer Law Mentor and/or Ali Katz. We also provide weekly social media post Canva Graphic templates to rebrand and publish so you can drive traffic to your weekly article.

You should also include the provided blog preview text in a Featured Article section of your weekly email newsletter and include a link for your newsletter readers to read the full article on your website.

Access the latest blogs and social media post & caption sets here or find them under the RESOURCES navigation menu in MemberHub.

Educate Your Community With Our Proven PFL Presentations

We recommend startng with General Estate Planning 101 or the Bliss Family, however we also provide several other niche-focused presentations. Each contains an editable slide deck, presenter notes, and other resources for attracting and following up with registrants.

Access PFL presentations here.

Learn how to present and perfect your ability to book planning sessions from a presentation in the Speak To Attrack Clients Lesson.

NOTE: You will find presentations related to LIFTed Business Advisors and Special Needs Planning in the client attraction lessons within their training respective programs. If you have purchased either program, you will find them under PROGRAMS in the MemberHub navigation menu.

PFL Preferred Partner Page

Getting Started

▸

Watch Orientation Module 0 in the Life & Legacy Planning Program
(When done, check off the box at the end of Module 0 to unlock the rest of the training program and resources)

▸Request access to the private members-only PFL Community Facebook Group

▸Schedule the NewLaw Group Coaching Calls on Your Calendar

▸Subscribe to our PFL Private Podcast

▸PFL Associate Lawyers: Please review the Associate PFL Training Roadmap to identify which training to start with first, based on your firm's goals.

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