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Business Support & Coaching

Experienced legal and business development professionals available to provide mentorship guidance and accountability for you to elevate your practice.

A partnership with Maat Legal allows you to flatten the learning curve of your new estate planning practice. As part of the on boarding process you will meet with a Maat Legal Business coach to review your current business or business plan for attorneys starting their estate planning practice, this session will be used to develop a custom marketing plan and to determine what your goals are for your practice.

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Estate Planning Documents & Software

Utilize the latest forms, processes and legal documents developed and tested over many years with thousands of clients.This includes everything from the first email/letter to send after a consultation is scheduled, the two page personal inventory clients complete prior to the consultation, all of the tools needed to have an effective first meeting, including diagrams, videos, presentations, fee agreements and all forms to collect the information for drafting of all of the following state specific legal documents:

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Marketing Tools

Website templates, consultation materials, and social media plans, all at your disposal to promote your practice.

Whether you are starting your estate planning practice, transitioning from another practice area, or you are an experienced estate planning attorney looking for ways to improve your business processes, Maat Legal has marketing tools to help you elevate your practice. The most important marketing tools for you will depend on the current status of your practice, your goals, and your particular strengths and weaknesses.

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Continuing Education

Empowerment is in the center of our core values and is the “E” in MEP! Empowerment starts with being educated on the latest legal strategies and having a deep understanding of the important issues that may affect our clients. The estate planning industry is rapidly changing as states pass laws that allow for you to control what happens to your information that is being stored electronically, otherwise known as Digital Assets.

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