Family Business Lawyer™ Membership - Platinum

Architect the practice of your dreams with our proven pathway.


A Family Business Lawyer™ is a trusted legal and strategic advisor who supports individuals, couples, families and business owners, to make wise legal, insurance, financial and tax (LIFT) decisions to create structural integrity in their lives and businesses. Learn more at

Now that you have learned to support individuals, couples and families with Life & Legacy Planning the NLBM way, and to operate as a Strategic Business Advisor to business owners, it's time to build your practice as a Family Business Lawyer™.

As a Family Business Lawyer™, you will have access to our lead generation resources to generate leads consistently, our done for you marketing materials to educate families and business owners in your community, and our follow up educational campaigns and offers to consistently follow up with the people who are interested in your services, but not yet quite ready to hire you.

You will also have access to our “turn your clients into raving fans” Client Service Systems, our Retain Your Clients for Life membership programs to create recurring revenue offerings for serving your clients on an ongoing basis, and the license to use all of our proprietary systems with your clients, including the Kids Protection Plan, Money Map to Freedom, and the LIFT Foundation System.

You will also have access to all of our website resources to create your website, our weekly articles to publish to social media, on your blog and to send out via your email newsletter, so you stay top of mind with the people in your community that you are developing relationships with through networking, speaking and presenting, and through becoming THE go to lawyer in your community for families and small business owners.

You will have our full support to find, hire and train your team members, when you are ready to grow beyond just you. And you’ll have all of our best training on how to manage your cash flow, and your time, get the capital you need to grow, and, if you choose to have us handle it for you, even automate your technology.

You will also be assigned a private Law Business Success Coach to meet with you 1:1, have access to additional group coaching calls with Alexis and our Law Business Mentors, and a license to use all of our Personal Family Lawyer and Family Business Lawyer materials.

All of this is guaranteed to transform your practice into a business you and your clients love!

Program Overview

Below is a brief overview of what is included in our Family Business Lawyer™ Membership Program.

Module 1: Create Your Firm's Visual Identity

In this module, you will continue your work in establishing yourself as a firm. The next step in this journey is branding yourself and setting up some of your basic online platforms.

Module 2: Optimize Your Client Enrollment

In this module, you'll take your client enrollment to the next level. You previously learned the fundamentals of how to intake clients and run the Family Wealth Planning Session in your core Life and Legacy Planning Program, now it's time to enhance and optimize for serving all the clients you need to meet your time and money goals.

Module 3: Serve Your Estate Planning Clients With Our Proven Three-Meeting Process

In this module, you’ll learn to take your clients through the 3-step meeting process from FWPS to Binder Delivery to turn your clients into raving fans. Yeehaw! They'll love it, and so will you.

Module 4: Retain Your Estate Planning Clients for Life

In this module, you’ll discover how to keep and serve your clients for life...and most importantly ensure their plans work when their families needs it!

Module 5: Optimize How You Serve Business Owner Clients

In this module, we'll guide you through the process of serving business owners as Outsourced General Legal Counsel or a LIFT Strategic Advisor. For Family Business Lawyer™ members only.

Module 6: Generate Leads & Build Your House List

In this module, you will learn how to build your house list, which will become your single most valuable asset for your law practice, bar none.

Module 7: Leverage Free Marketing to Begin to Fill Your Pipeline

In this module, you'll learn to choose where to focus your marketing energy, how to announce yourself to the world, implement effective networking strategies, educate your referral sources and host booths at expos, local events and auctions for lead generation.

Module 8: Educate With Presentations & Workshops to Attract Clients

In this Module, you'll learn how to speak to attract clients, choose your presentations or workshops (all the presentations for you to use!), learn to market and promote your presentations, conduct your presentation or workshop and follow up after.

Module 9: Follow-Up Consistently to Keep the Clients Coming

In this module, you will learn about the vital importance of consistent follow up and communication with prospects, you'll learn a strategy for posting daily on social media and using video, how to send your weekly email newsletters (vital!), how to make monthly offers, and how to send monthly newsletters via direct mail and email.

Module 10: Leverage Paid Marketing to Keep Your Pipeline Full

In this module, you'll learn what you need to have in place before you are ready for paid marketing, how to use paid advertising in digital and print media, how to send every door direct mail (EDDM), how to leverage content production and management and how to get featured on TV and radio.

Module 11: Learn the Art of Connection & Communication

In this module, you'll get access to our past records of our C4 Conscious Communication and Connection Trainings. Woohoo!

Module 12: Learn to Set Your Goals and Manage Your Money

In this module, you'll learn how to establish your metrics for success based on your time and money goals, plus track your money weekly, review your financials monthly and re-establish your time and money goals quarterly. SO. MUCH. FUN!

Module 13: Learn to Build & Manage Your Team

In this module, you'll learn to hire and train your team, starting with your Client Services Director (most important person on your team!)

Module 14: Expand Your Offerings to Include Trust & Probate Administration

In this module, you'll learn how to handle trust and probate administration - a critical part of being a trusted advisor to your clients for life, and to their families, after they are gone.

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    I cannot count the number of clients who have cried and thanked me after completing their estate plan with my office. They walk away with so much gratitude and relief knowing that they’ve done what they can to protect those they love, and that they’ve got a personal lawyer they can call throughout their life to help them. Since implementing NLBM, I have tripled my average fee. I am building a law practice I truly love, as well as one that is starting to pay the bills. NLBM rocks!

    — Pantea F

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    Practicing law before was scary and a bit out of control. We tried to put in systems but they just were not thought through. After implementing systems in the NLBM way, I have been very successful. I am so grateful that I found a group of lawyers that I am so aligned with, and am confident that the NLBM coaches are ready to support me. This has also helped me grow in a way that I am very proud of, which carries over to every facet of my life.

    — Laura C.

Support For Program Success

To ensure you have success as a Family Business Lawyer™, there are six layers of hand-holding that are included with your monthly membership fee:

Support (Included)

  1. Knowledge Base: Unlimited access to our Knowledge Base containing a complete collection of instructional articles and videos with answers to your most frequently asked questions.

  2. Support Ticketing: Unlimited opportunity to connect directly with our Support Concierges and have your urgent questions addressed via email.

  3. Dedicated Facebook Group: Unlimited access to our dedicated Facebook Groups delivering an interactive environment that promotes additional community support and communication with other member lawyers and NLBM staff. The Member's-Only Facebook group is a resource for members to collaborate and support each other in relation to their social media presence and law practice online marketing activity.

Mentor Support (Included)

  1. Forum: Ongoing access to Forum assistance from other member lawyers, NLBM staff, and Law Mentors providing support with regard to our program content and homework. You will have also gain access to our 24/7 private member’s forum with additional forums unlocked specifically for Family Business Lawyer™ members.

  2. Group Coaching Calls: Continued access to all of the group calls you were provided as part of our Life & Legacy Planning Program with Strategic Business Advisor Upgrade. You will also get access to additional Group Coaching Calls with Ali Katz, our other Law Mentors, and our Marketing Support Manager to guide your marketing implementation, exclusively for Personal Family Lawyer® and Family Business Lawyer™ members.

  3. 1:1 Coaching: Two private calls in your first three months and then one call per month after that. Each call will last approximately 45 minutes. These calls are subject to a 24 ​business​ hour advance cancellation/rescheduling policy within the same week or the call will be forfeited without replacement. Additional coaching sessions are available on request for an additional fee. These laser-focused calls will help you build your Family Business Lawyer™ practice.

    As a member if you need additional support, you’ll also have access to private laser coaching sessions with founder, Ali Katz, our Lead Coach, Allison Osborn, and the rest of our coaching team. 

For a chart outlining which support offerings accompany each of our programs go here.


Licensed Materials

  1. Two weekly articles(one for families and one for small business owners) to use in your email newsletter, on your website and on social media, so you are able to communicate with my prospects, clients and referral sources on a weekly basis and stay top of mind. Plus, you’ll receive a license to use over 250 past articles, already written.
  2. Two monthly newsletters (one both business and family-focused and one family-focused) to send to your prospects, clients and referral sources so you stay top of mind via mail, if you choose.
  3. Two monthly “offers” to give the people on your email list and in your community a new reason to come in and meet with you for a Family Wealth Planning Session or LIFT Business Breakthrough Session.
  4. Web copy and site plan for your website so you can build your website into a lead generating machine. (Take a look at the beautiful sites of Amy Hsiao, Irene and Hector De Jesus, and John Hilton using New Law Business Model content with their own branding. These sites were built by our in-house Accelerator Automation team, and you can have your site built for you as well, if you choose, at an affordable rate, and fast.)
  5. Proven, tested presentations and workshops. You’ll have access to over 15 done for you presentations and workshops to run online and offline educational events that are proven and tested to result in booked Family Wealth Planning Sessions and LIFT Business Breakthrough Sessions for you. These presentations and workshops include the General EP Presentation, the Kids Protection Plan Workshop, the Guardian Nomination Workshop, the Let’s Talk Money Workshop, the LIFT Assessment Workshop, and presentations directed toward Women in Business, the LGBT Community, Real Estate Agents, Divorce Attorneys and more.
  6. More than 45 Webinar Registration Landing Page Designs to Choose From. We’ve worked with a high quality landing page designer to design the best RSVP/webinar opt-in pages for you with different options for copy and images to reach your target market, whether you serve families with newborns, young children, teens, young adults or seniors. And we offer a diverse set of images representing these people so you can choose the best match for your community.
  7. Proven, tested direct mail and online advertising campaigns use each and every month to generate new leads and convert warm leads into paying clients. Advertisements are provided for you to reach families and small business owners.
  8. Unlimited Use of Pre-Meeting Materials, Intake and Enrollment Resources. You are able to use all of our done for you fee schedules, Family Wealth Inventory and Assessment, LIFT Assessment and Audit, and videos and emails pre-scripted and written for you, to prep your prospects for your initial meetings.
  9. A Customized Done For You Kids Protection Plan Landing Page you can use immediately to begin building a list of families in your community by giving away a free legal guardian nomination document online, and then follow up with our done for you emails about why those parents need to meet with you for a Family Wealth Planning Session.
  10. Use of the Wear Clean Underwear Book to market your services. You are able to advertise the best-selling book on legal planning for families as a free giveaway to build your list and educate the families in your community about why working with you is the right choice for the people they love.
  11. The LIFT Manifesto + the LIFT 20-Point Assessment, both of which come with landing pages designed for you to generate leads of business owners who are ready to get their legal, insurance, financial and tax systems setup and will want you as their Trusted Advisor.
  12. The Money Map to Freedom online training program, which supports you to serve your business clients by helping them get clear on their own revenue model, so you can be a true Trusted Advisor guiding your business clients to the life and business they love. We also have 1x/month live coaching to help guide you through utilizing the program.
  13. The LIFT Foundation System Training Program that you can use immediately as a lead in product to your services, or as a bonus for clients when they enroll in trusted advisor business work with you. When business owners use the LIFT Foundation System & Toolkit they naturally want to hire a Family Business Lawyer™ to guide them to get it all set up.
  14. Directory Listing on and, our educational websites where people in your community will go to find a Personal Family Lawyer or Family Business Lawyer, and will connect directly to you.
  15. Our proprietary Client Service System Resources, including:
    • Pre-written emails to send to clients after they engage your services that turn them into raving fans;
    • A survey that gets you testimonials;
    • Everything you need for your signing meeting and your binder delivery meeting, including training for your Client Services Director on how to handle these meetings for you;
    • Use of the Family Wealth Legacy Interviews,
    • Our written and done for your Fiduciary Letters,
    • Our Funding Toolkit Process, and of course
    • The full Kids Protection Plan for families with minor children.
      • You may also choose to have all of this automated for you, for an additional fee paid to our Accelerator System to automate your Client Service System
  16. Our proprietary Client Retention System Resources, including:
    • Recurring revenue membership fee schedules,
    • A year's worth of emails to go to members of your membership program,
    • Structure to keep your clients for life and support to serve your clients with post-death estate administration
  17. Support to Hire and Train Your Team, including:
    • Job Descriptions to Hire the Best Possible People and
    • Training for Your Team Once You Hire

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