Estate Planning Attorneys:
READY TO STOP LOSING PROFIT, WASTING TIME, AND DEALING WITH ALL THE CHAOS?
“
Bonnie’s debut book The Ultimate Legacy does not disappoint. This comprehensive guide distills her experience and teachings into an invaluable blueprint for attorneys to structure their estate planning practice for greater profit, efficiency, and order.”
-Rebecca Strub, Esq., Estate Planning Attorney
“Thank you!"
What to expect
From The Ultimate Legacy
The Exact System for Estate Planning Attorneys to Take Home More Profit, Save Precious Time, and Bring Order Out of the Chaos
Most estate planning attorneys feel like dialing in efficient systems and workflows is impossible. The legal profession is just stuck in its old ways with paper, pen, and word processing documents—estate planning attorneys included.
And a lot of estate planning attorneys I've worked with felt like it was easier to ignore their systems and processes, hoping and wishing that a profit just showed up.
But what they found is once they uncovered the secrets in Bonnie's brand new book The Ultimate Legacy: The Exact System for Estate Planning Attorneys to Take Home More Profit, Save Precious Time, and Bring Order Out of the Chaos, it was so much easier to stop losing their profit in administrative black holes, and finally reclaim that profit back for themselves, their firm, and their family. This free book will help you do that too.
Written by Author, Speaker and Former Estate Planning Attorney
Bonnie Faucett
What Our Readers are Saying
About The Ultimate Legacy
Kendra Strong-Tehrani Esq.
ESTATE PLANNING ATTORNEY
“I am so glad I connected with Bonnie when I launched my solo firm. I would not have been able to do it without her expertise and systems. If Bonnie says to do it this way, I trust her. Bonnie delivers on the much needed HOW to design your estate planning process and it’s a must-read for anyone wanting to transform their firm and set themselves on a path to time and money freedom.“
John Crane Esq.
ESTATE PLANNING ATTORNEY
“Bonnie has created a system that truly lets you work smarter and not harder. As an attorney transitioning into estate planning from a different practice area, I appreciate not having to reinvent the wheel. The fact that Bonnie is so warm and gracious and supportive just makes this book that more special! I am very appreciative of this book, but I am especially thankful for the opportunity to meet such a brilliant and wonderful person!”
Fred Cludius Esq.
ESTATE PLANNING ATTORNEY
“This book is Bonnie’s blueprint for how to run an estate planning practice. She has done the hard work, taken the wrong turns, developed the processes through trial and error, and figured out what works as well as what doesn’t work. All you have to do is apply the lessons found in The Ultimate Legacy to create your own efficient estate planning practice.”
Michael Anstasio Esq.
ESTATE PLANNING ATTORNEY
“Bonnie has masterfully translated her vast experience as an estate planning attorney into a practical and easy-to-use guide. Her systematic approach covers every step of the process—from client intake to signing meetings and beyond—ensuring that no detail is overlooked. This book is a must-read for any attorney looking to maximize time management and boost profitability in their practice.”
Julie Upshaw Esq.
ESTATE PLANNING ATTORNEY
“As an attorney who, from the beginning of my practice, implemented Bonnie's Legacy System, I am so excited to see this new book and the step-by-step processes written in such great detail. This book will be a resource I turn to over and over again as I continually strive to streamline and systematize my practice. Thank you Bonnie for sharing all of your wisdom and experience.”
Matt Spiegel
Founder and CEO of Lawmatics
“Having worked with Bonnie for years, I’ve seen firsthand her brilliance in creating systems that transform law practices. The Ultimate Legacy is an essential guide for any estate planning attorney aiming to boost efficiency and profitability while reclaiming valuable time. This is a must-read for any attorney looking to reclaim their time and maximize profitability.”
Pamela Maass Garrett Esq.
ESTATE PLANNING ATTORNEY
“I’ve had the pleasure of knowing Bonnie personally plus working with her in a professional capacity and as a business partner, and let me tell you that I’ve never met someone so devoted to the estate planning journey as she is. Bonnie has always been brilliant on anything systems, checklists, processes, and organization, and her brilliance shines through in this must-have must-read book that will stand the test of time. Her best-in-class advice and teaching can’t be found anywhere else, so don’t leave this book on the shelf. Bonnie has truly found what she is here to do and she is doing it with utmost passion and commitment. I give this book my heartfelt support and don’t see how any estate planning attorney can live without it.”
Debi Hulverson Esq.
ESTATE PLANNING ATTORNEY
“The Ultimate Legacy has been a game-changer for my practice as a solo estate planning attorney. The Legacy App software, which Bonnie created and highlights throughout the book, is the key to creating an incredibly efficient and elegant client experience. Legacy App ensures every step of the estate planning process is handled smoothly and efficiently, making it easier for both clients and attorneys while optimizing workflows and boosting client satisfaction. Bonnie has been a trusted voice for years, and her expertise truly shines through in this comprehensive tool. If you’re looking to elevate your practice and provide top-notch service, this is the resource you’ve been waiting for.”
Gerry Kane Esq.
ATTORNEY AND CEO of inheritguard network
“Bonnie distills her years of experience into this book, offering practical strategies to enhance client experiences, streamline workflows, increase profitability, and achieve long-term success in the legal industry. The Ultimate Legacy is a comprehensive guide for estate planning professionals. It provides insights on streamlining processes, improving client interactions, and maximizing productivity. Whether you’re new to the field or a seasoned attorney, this resource offers valuable, actionable steps to transform your practice. Unlike many books that discuss profit without practical guidance, Bonnie’s book shows estate planning attorneys how to run their business effectively, resulting in more time, money, and organization.”
Michael Rutkowski Esq.
Founder of TrustFunding.com
“This book is a game changer for estate planning attorneys. Bonnie Faucett has distilled years of experience into a clear and actionable guide that helps you create a more efficient, profitable practice while also reclaiming your time. Her insights on everything from client intake to managing updates are invaluable, and her systems are designed to bring order out of chaos. If you’re ready to take your estate planning practice to the next level, this book is an absolute must-read.”
Debbie Babb Esq.
ESTATE PLANNING ATTORNEY
“I read the whole book in a single day—it's fabulous! As an estate planning attorney, the book really brings things together for me, and I can't wait to download the resources and put them to work in my own practice.”
Martin Eisenstein
ESTATE PLANNING ATTORNEY
“Bonnie has provided a system to provide estate planning and family/asset protection for the 21st century client, and an effective plan to run a legal practice AND a successful business. She ‘gets’ the virtual, digital world of today and helps the attorney use this to their advantage. Bonnie's ideas on management of data and client collaboration are priceless. Highly recommended!”
Debra Garcia Esq.
ESTATE PLANNING ATTORNEY
“If you’re an estate planning lawyer, especially a solo, and find yourself spinning your wheels trying to make your practice run smoothly, or if you’re new to estate planning, this is a book you cannot afford to be without. The Ultimate Legacy cuts through all the noise to provide a step-by-step guide to run a successful and profitable law practice. Bonnie Faucett distills years of her own experience running a successful estate planning practice and also working with hundreds of lawyers to come up with a clear, succinct guide for the client journey that creates raving clients and gives you time for a life outside of work! Thank you, Bonnie!”
Bridget Walker Esq.
ESTATE PLANNING ATTORNEY
“I had the great fortune of stumbling across Bonnie Faucett and Legacy System through a Google search, and I immediately connected with Bonnie’s message and vision. Shortly thereafter I took a leap of faith and joined Legacy System as a founding member. Absolutely the best business decision I made. In my first year with Legacy System, I doubled my gross revenue. The Ultimate Legacy is the culmination of all Bonnie’s teachings, guidance and experience—a roadmap for any estate planning attorney to build a successful and meaningful practice. I know this book is just the beginning of Bonnie’s innovative approach to building an estate planning law firm. I am definitely a raving fan of the book, Legacy System, and Bonnie Faucett. I highly recommend!”
Hope Campbell
ESTATE PLANNING ATTORNEY
“Thank you!! I enjoy your products and have been looking forward to using this vault to help my solo firm. My goal is to be organized to be able to spend quality time with my family (and myself as well). It's beautiful and inspiring to me to see you be a thriving mom, wife, and business owner—my goal!”
Nice to meet you!
My name is Bonnie Faucett.
I used to struggle endlessly with administrative black holes in my estate planning firm, dealing with late nights at the office and working on the weekends. It was a nightmare keeping all my clients following the same process and keeping all my team members on the same page. I sacrificed profit margin and precious time while mired in this chaos.
I figured there had to be a better way and started working on it, uncovering key things they don't teach us in law school. Then I realized the problem was bigger than I thought and started sharing it. With The Ultimate Legacy, I am sharing in accessible step-by-step format exactly how I figured out how to stop losing profit, start saving more time, and create order from the chaos.
I earned my bachelors degree from Colgate University and J.D. from The University of Texas at Austin. I'm a 3x business founder with two successful exits. To date, I've helped 834 families with their estate planning, advised 567 estate planning attorneys on how to save profit, and overseen the back-end drafting of 3,759 estate plans saving attorneys the equivalent of $8.46M in revenue.