The Legal Growth Blog

The Blended Family Estate Plan Mistake That Turns Into a Family Court Battle

The Blended Family Estate Plan Mistake That Turns Into a Family Court Battleby: Kalon GoodrichPublished on: 07/27/2026

Discover how blended families make costly estate planning mistakes that lead to family court battles and protect your legacy.

Estate PlanningClient Retention
The Blended Family Estate Plan Mistake That Turns Into a Family Court Battle

Every Estate Plan Filed Is the Beginning of a Long Term Relationship. Here Is How to Treat It That Way.

Every Estate Plan Filed Is the Beginning of a Long Term Relationship. Here Is How to Treat It That Way.by: Kalon GoodrichPublished on: 07/24/2026

Build long-term client relationships by staying connected after estate plan execution and positioning yourself as their trusted advisor through life changes.

Estate PlanningClient Retention
Every Estate Plan Filed Is the Beginning of a Long Term Relationship. Here Is How to Treat It That Way.

How a Simple Annual Outreach Sequence Is Generating Tens of Thousands in Fees From Past Clients

How a Simple Annual Outreach Sequence Is Generating Tens of Thousands in Fees From Past Clientsby: Kalon GoodrichPublished on: 07/22/2026

Discover how a systematic annual outreach sequence to past clients generates tens of thousands in additional estate planning fees.

Estate PlanningClient Retention
How a Simple Annual Outreach Sequence Is Generating Tens of Thousands in Fees From Past Clients

The Clients Who Already Trust You Are Your Greatest Untapped Source of Revenue

The Clients Who Already Trust You Are Your Greatest Untapped Source of Revenueby: Kalon GoodrichPublished on: 07/13/2026

Convert existing clients into your greatest revenue source by implementing systematic follow-up strategies that capture referrals and upsell opportunities.

Estate PlanningFamily LawLawClient Retention
The Clients Who Already Trust You Are Your Greatest Untapped Source of Revenue