READY TO STOP LOSING
PROFIT, WASTING TIME,
AND DEALING WITH ALL
THE CHAOS?
Estate planning attorneys...
USA
#1 in Business Management & Leadership
#1 in Business Management
#1 in Business Systems & Planning
#1 in Law Office Marketing & Advertising
#1 in Law Practice
#1 in Law
#2 in Business & Money
Australia
#1 in Customer Service
#3 in Business Systems & Planning
#5 in Business Management
United Kingdom
#1 in Customer Service
#8 in Management and Leadership
Check out the book’s rankings! 🌟
“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
- What to expect from...
The Ultimate Legacy
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
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 RETIRED Estate
Planning Attorney
Bonnie Faucett
What Our Readers
Say...
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.
Kendra Strong-Tehrani 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!
John Crane 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.
FRED CLUDIUS 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.
MICHAEL ANASTASIO 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.
JULIE UPSHAW Esq.
ESTATE PLANNING ATTORNEY
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.
matt spiegel
FOUNDER AND CEO OF LAWMATICS
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.
PAMELA MAASS 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.
DEBI HULVERSON Esq.
ESTATE PLANNING ATTORNEY
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.
MICHAEL RUTKOWSKI Esq.
ESTATE PLANNING ATTORNEY
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
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!
martin eisenstein Esq.
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!
hope campbell 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!
debra garcia 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!
bridget walker Esq.
ESTATE PLANNING ATTORNEY
- About the author...
Bonnie Faucett
I struggled endlessly with black holes in my estate
planning firm like dealing with late nights at the office
and working on the weekends. It was a nightmare
keeping all my clients on the same process and
keeping my team members on the same page. I
sacrificed profit and precious time while mired in this
chaos.
I figured there had to be a better way and I 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 I started sharing it. With The
Ultimate Legacy, I’m sharing in 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. I've helped
834 families with their estate planning, 567 estate
planning attorneys with saving profit, and overseen the
drafting of 4,052 estate plans saving attorneys the
equivalent of $9.17M in revenue.
READY TO STOP LOSING
PROFIT, WASTING TIME,
AND DEALING WITH ALL
THE CHAOS?
Estate planning attorneys...