Drafting Guru Bootcamp:
Drafting Guru™ Bootcamp is a transformational training program designed to turn your paralegal into a highly skilled Drafting Guru™ who not only understands the mechanics of trust and estate planning, but also learns how to optimize drafting processes for your firm. This program is for law firm owners who understand the value of investing in their team, know the value of their own time, and want to empower their staff to contribute to the firm’s growth and success.
We don’t just teach drafting. We equip your future Drafting Guru™ with the knowledge and confidence to:
Your paralegal won’t just follow templates—they’ll truly understand the “why” behind the drafting decisions, reducing errors and enhancing the quality of the work your clients see.
We know how critical efficiency is to law firms. That’s why this program includes a focus on automating and streamlining processes, like:
By the end of the course, your paralegal will know how to cut down drafting time significantly while maintaining the highest quality standards. That means more productivity and profitability for your firm.
Mistakes in legal documents are costly—not just in time and money, but in your reputation. Even a small error in documents like these cause clients to lose confidence in the process or can lead to less-than “5-Star” service. This program trains your paralegal to:
The result? Drafts that require little to no revisions, freeing up your time and increasing client satisfaction.
This isn’t a program where participants sit back and passively watch videos. While there is plentiful and quality asynchronous content, the course also contains a weekly 1-hour live session followed by 1-hour of open office hours. Each assessment is thoughtfully designed to challenge your paralegal’s understanding, and you and your future drafting guru receive personalized feedback on every submission. If a draft isn’t perfect, they’ll revise it, resubmit it, and learn from the process.
We’ve created a supportive environment where mistakes are part of the journey to mastery. This is the real value—your paralegal learns by doing, just like they would in your office, but with expert guidance and the best part? You can invest your time bringing in more clients, building your business or building relationships with your current clients.
By the end of the course, your paralegal will leave with
These aren’t just skills—they’re assets your firm can use immediately.
We understand that every law firm operates differently. That’s why the program incorporates your preferences into the training. Whether your firm handles simple trusts, complex estate plans, or a mix of both, your paralegal will be trained to meet the unique demands of your practice.
When your paralegal becomes a Drafting Guru, it’s not just their professional growth—it’s the growth of your firm. This program allows you to:
The Drafting Guru Bootcamp is more than a training program. It’s a way to future-proof your firm by building the skills and systems you need to grow. Your paralegal will leave the program confident, efficient, and ready to make drafting a seamless part of your firm’s operations.
If you’ve ever felt the frustration of bottlenecks in your drafting process or worried about errors slipping through, this program is the solution. It’s an investment in your team that pays off in time saved, happier clients, confident staff, and a more productive practice.
Let’s elevate your practice together. Send your paralegal to Drafting Guru Bootcamp, and free up your most valuable resource, your time, for high value tasks.
Cohorts have a CAP – in order to maintain the quality of our services and our dedication to each future drafting guru, our Cohorts are capped at 16 lucky future drafting gurus.
If the next Cohort is full, you will be emailed to be placed on a waiting list!
$2,750.00 ($1500.00 for FIRST additional registered Staff and +$500 for SECOND additional registered staff)
4-day Estate Planning Bootcamp at WealthCounsel which currently costs: $1,995.00.
The WealthCounsel Drafting Intensive is a short, focused training that teaches you how to use the WealthCounsel drafting system itself. It’s extremely helpful for learning the mechanics—how to navigate the software, draft efficiently, and understand the system’s functionality. Wealth Counsel’s training is a few days and could not possibly onboard or a teach a paralegal in a few days.
Drafting Guru’s Bootcamp is a 12-week Bootcamp, and WealthCounsel membership is required—you’ll get free access to the recorded Intensives through your membership.
The Bootcamp suggests you do take Wealth Counsel’s drafting intensive, but the bootcamp itself is much more comprehensive. It’s a 12-week program that not only teaches you how to draft but also how to run an efficient legal production department. In addition to the technical training, we cover:
Setting up internal drafting systems and workflows
Integrating WealthCounsel with your existing tech stack for maximum efficiency
Configuring WealthCounsel to save time and reduce errors
Drafting specifically for Personal Family Lawyer (PFL) firms—focusing on production rather than theory
While WealthCounsel’s PFL videos teach attorneys how to think about design, the Bootcamp focuses on how to actually produce the documents accurately. We emphasize legal understanding but also the mechanics of building each plan properly.
The Bootcamp includes six hands-on drafting assessments with individualized feedback, so you and your staff can confirm that your scenarios are structured and drafted correctly. Because our team drafts hundreds of plans every month, we bring a high level of practical insight about what WealthCounsel can and can’t do—and how to make it do what you need.
In short:
Drafting Intensive = learn the software
Bootcamp = learn the system, workflows, PFL drafting logic, and real-world application
Wealth Counsel Drafting Intensive is a highly suggested component of Bootcamp; Bootcamp is the complete drafting education and implementation education.
Live Session attendance is one of the best ways to learn in this course. However, scheduling conflicts happen. If you miss a live session, all live sessions are recorded.
Yes. The first staff member is $2750. The second staff member is $1500 and the third staff member is $500.
While you cannot submit late assignments for graded and individualized feedback, you will have access to all materials and recorded sessions after the cours ends.
Yes, we understand life is unpredictable, so everyone can retake the course one time.
Enrollees are asked to draft a Single Trust, Joint Trust Disclaimer, Joint Trust Clayton Election, Separate Trust, and Irrevocable Trust (with all supporting documents). The draft is based off of a Design Sheet/Confirmation of Important and Missing Information provided to enrollees. Amanda goes through each trust correcting choices, auditing the scenario, correcting grammar, giving feedback on custom clauses, and testing knowledge of overall drafting skill, including attention to detail. Attorneys or supervisors are cc’ed on all feedback.
We find that busy attorneys do not have the time to take this course. However, if you are new to estate planning or a new PFL, then you may have time. It is likely better to do our 4-Week INTENSIVE Course if you are an attorney and/or send a staff member to this 12-Week Curse.
We estimate 10-12 hours a week, including LIVE Session and office hours. It is highly recommended that you take FULL advantage of office hours.
No, we are an exclusive partner for PFL. So our prices are as low as possible for PFLs.
Yes, individualized and small-group coaching starts at $10,000.
Empowering law firms with precision, scalability, and personalized service. Building legacies, one document at a time.
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