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Drafting Guru™ Bootcamp

Drafting Guru Bootcamp:

90 days to proficiency

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.

Here’s how this program adds VALUE to your law firm:

01

Skill Mastery: Beyond the Basics

We don’t just teach drafting. We equip your future Drafting Guru™ with the knowledge and confidence to:

  • Draft sophisticated estate plans that match your firm’s unique preferences and client needs.
  • Understand trust structures like Common Trusts, Lifetime Asset Protection Trusts, Disclaimer Trusts, and Clayton Elections.
  • Navigate Wealth Counsel, Decision Vault, or other platforms seamlessly to create error-free, professional documents efficiently.
  • Understand how to use custom clauses so your documents can be customized to your clients’ unique needs and wishes.

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.

02

Process Optimization: Save Time, Increase ROI

We know how critical efficiency is to law firms. That’s why this program includes a focus on automating and streamlining processes, like:

  • Using intake tools like Decision Vault or Legacy Architects to minimize manual entry.
  • Setting up scenarios in Wealth Counsel that are tailored to your firm, so drafting becomes a streamlined, consistent process with limited errors. Your paralegals will spend LESS time with templates and more time making your drafts stand out as truly customized plans for your clients’ and their families.

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.

03

Confidence in Document Accuracy

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:

  • Proof their own work thoroughly.
  • Spot errors before they get to the attorney.
  • Ask the right questions and collaborate effectively with attorneys to produce documents that are not just correct but customized to your client’s unique needs.
  • Talk to clients about errors in a way that the client understands the process benefits them.

The result? Drafts that require little to no revisions, freeing up your time and increasing client satisfaction.

04

Comprehensive Feedback and Growth

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.

05

Ready-to-Use Tools for Your Firm

By the end of the course, your paralegal will leave with

  • Fully built-out drafting scenarios tailored to your firm.
  • Written procedures for client intake, drafting processes, and review processes.
  • Templates for common state-specific documents.

These aren’t just skills—they’re assets your firm can use immediately.

06

Customization for Your Firm’s Needs

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.

Why This Matters for Your Firm

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:

  • Take on more clients confidently, knowing your team can handle the workload.
  • Spend less time revising drafts and more time on high-value tasks.
  • Ensure consistency and professionalism in every document leaving your office.

The Bottom Line: An Investment in Efficiency, Accuracy, and Growth

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.

Next Cohort Starts: January 27th

Schedule a 15-minute Call

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. 

Sign Up Here: Cohort 4

Sign up for the next Cohort.

If the next Cohort is full, you will be emailed to be placed on a waiting list!

Investment

 $2,750.00 ($500.00 per additional staff member registered)

Cohort 4 Online: 50% Off PFL Atty Registration

Compare to Wealth Counsel:

 4-day Estate Planning Bootcamp at WealthCounsel which currently costs: $1,995.00.

2025 Cohorts

  • Cohort 3: January 27 - April 18
  • Cohort 4: June 1 - September 8 (Note: there is a 1 week “Summer Break” in this Session)
  • Cohort 5: Aug 25 - Nov 27th  (Note: There is a 2 week “Fall Break” in this Session)
Sign Up Here: Cohort 4

Empowering law firms with precision, scalability, and personalized service. Building legacies, one document at a time.

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