In this inspiring episode, estate planning attorney Meredith Williamson shares her winding journey from litigation to founding NW Estate Law—where compassion, psychology, and elder care experience meet client-centered estate planning.

Discover how Meredith’s background shaped her distinctive approach, emphasizing warmth, empathy, and deep personal connections with every client.

✅ Founded NW Estate Law after eight years in litigation and years working in elder care
✅ Focuses on making estate planning approachable, personal, and stress-free
✅ Offers flexible options—two office locations, home visits, and Zoom meetings
✅ Serves clients of all ages, from young adults to retirees, with both estate planning and elder law services
✅ Believes mindset, learning from feedback, and resilience are key to business growth
✅ Doubled call volume through strategic marketing efforts
✅ Advocates for collaboration over competition among attorneys
✅ On track to reach a major business milestone two years ahead of schedule
✅ Encourages fellow attorneys to invest in outside expertise to grow faster

Whether you’re an attorney seeking inspiration or someone searching for a compassionate estate planning lawyer, this episode is packed with insights and heart.

📞 Call NW Estate Law or visit https://nwestatelaw.com/ to schedule your consultation and experience Meredith’s client-first approach, proudly serving Oregon and Washington.

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Amber Kelly, Senior Account Executive at IMS, unveils the digital marketing strategies that are helping estate planning and elder law firms scale beyond seven figures.

In this episode, you’ll learn:

• Why marketing estate planning services is a "two-sale process"—and how to navigate it
• How our streamlined onboarding minimizes attorney time while maximizing results
• The role of analytics, Google Search Console, and ad performance in driving smart decisions
• Why relying on a single marketing channel is risky—and how to diversify your strategy
• How monthly coaching sessions act as both strategic tune-ups and accountability checkpoints
• Real case studies of firms that achieved remarkable growth through integrated tactics
• How to balance AI adoption with staying laser-focused on legal practice
• Why transparency and data-sharing are non-negotiables in a true marketing partnership

Ready to grow your practice with the kind of clarity and confidence we deliver every day?
Book a discovery call with our team at https://imsrocks.com/ to see how our clients are consistently achieving—and exceeding—their goals.

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Host James Campbell reveals proven estate planning marketing strategies to filter out leads that waste your time (tire-kickers) and attract serious clients who value your expertise and are ready to hire. He explains the difference between high-quality leads (buyers in pain) and time-wasting prospects who drain your firm's resources and confidence.

Campbell also highlights these key points:
• 84% of buying decisions start with an internet search - make your digital first impression count
• Real results: one client increased revenue by 20% ($100K+) by repositioning her marketing
• Success requires a website that's fast, mobile-friendly, and conversion-focused
• Marketing should speak directly to pain points rather than just listing services

Listen now to position your firm with the online authority to catch the top tier clients.

For the free "12 Rules for Sales Life" guide that helps filter out tire-kickers and close more premium clients, visit imsrocks.com/apply to book a discovery call with our team.

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The Beneficiary Liquidity Plan (BLP) fills a critical gap in estate planning by providing immediate funds to beneficiaries without requiring a death certificate, helping families avoid financial hardship during bereavement.

• Estate planning often overlooks the immediate liquidity gap where beneficiaries cannot access funds for weeks or months
• Nearly 80% of families finance final expenses out of pocket when a loved one dies
• The BLP provides funds within 24-48 hours without requiring a death certificate
• Anyone under 90 qualifies with no medical questions or exams
• Clients simply reallocate existing assets from non-liquid to liquid positions
• Current growth rate is 3.35% tax-deferred, equivalent to 4-4.5% taxable
• Benefits paid to beneficiaries are tax-free
• Minimum allocation is $2,500 and maximum is $100,000
• The BLP complements traditional estate planning and can prevent loss of assets
• Attorneys can generate additional revenue by reviewing BLP documents
• Implementation includes no cost to attorneys with all marketing materials provided

To add the Beneficiary Liquidity Plan to your practice, book a discovery call at imsrocks.com/apply-BLP.

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Estate Planning Attorney Amy Hsiao shares how she transformed traditional estate planning by creating a client-centered practice focused on keeping families out of court and out of conflict after experiencing firsthand how conventional methods failed her own family. Through her flat rate pricing model, ongoing support system, and dedicated funding coordinator, Amy helps growing families create estate plans that actually work when needed.

• Building a practice that goes beyond document creation to ensure proper asset protection
• Implementing a funding coordinator role to help clients properly title assets in trusts
• Creating a systematic approach to maintain client relationships through family milestones
• Offering a Family Care VIP program for annual plan reviews and updates
• Transitioning from big law IP practice to a sustainable, family-focused estate planning model
• Establishing a law firm that serves as a personal family lawyer across generations
• Leveraging marketing strategies that build long-term assets rather than transactional campaigns
• Achieving 20% revenue growth through targeted lead generation and conversion optimization

Contact Amy Hsiao at https://hsiaolaw.com to learn more about estate planning that works when your family needs it most.

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SEO isn't just a marketing tactic – it's a fundamental strategy that can transform law firm growth when implemented properly, as demonstrated by IMS client Phil Ruce of Stone Arch Law Office who achieved a 45% revenue increase and dominated local search results in Minneapolis.

• Comprehensive case study of Stone Arch Law's marketing transformation
• SEO delivers 1000% more traffic than organic social media with higher intent
• Google Business Profile optimization represents 30% of local ranking factors
• Keys to ranking include website SEO, reviews, backlinks, and GBP optimization
• Phil achieved 20% website traffic growth and 500% increase in GBP impressions
• Top three Google Maps listings receive 44% of all clicks in local search
• Proper SEO creates a sustainable flow of high-quality leads without ongoing ad spend
• Multi-location firms need unique content for each service area to maximize visibility

Book a discovery meeting at imsrocks.com/apply to learn how IMS can implement these SEO strategies for your firm, whether through our complete Essentials program or by optimizing your existing website.

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Search engine authority is the battlefield where top law firms win the highest-quality clients, with the Marketing Lawcast revealing how ranking in Google's top positions filters out time-wasters and attracts serious prospects ready to pay premium fees.

• Nearly 70% of online interactions begin with a Google search, with 84% of clicks going to just seven listings on the first page
• Understanding the four types of leads: buyers in pain (urgent needs, ready to hire), buyers in power (need convincing), tire kickers (never buy, waste time), and not applicable prospects
• Top Google rankings attract "buyers in pain" – your dream clients who recognize their needs, focus on solutions rather than price, and make decisions quickly
• Key indicators of tire kickers: excessive questioning, early price focus, claims of "shopping around," and defensiveness when asked direct questions
• Authoritative positioning creates a virtuous cycle: consistent quality leads, ability to charge premium fees, excellent reviews, and steadily increasing revenue
• Part two of this series will feature real clients sharing data on how increased online authority transformed their practice and revenue

Head over to imsrocks.com to book a free strategy call with our team if you're ready to skyrocket your firm's marketing.

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Unlock the secrets to a thriving law practice in the digital age with insights that could redefine your firm's future. What if scaling your estate planning or elder law practice to 7-figures didn’t have to feel like navigating uncharted waters? Join me, James Campbell, as we explore how to convey empathy, confidentiality, and reliability through digital channels. In today’s fast-evolving landscape, traditional client engagement methods fall short, and reimagining your approach is crucial to standing out. Discover how to address the complexities of targeting a diverse audience with specific needs while avoiding common pitfalls like partnering with marketing agencies that lack niche expertise.

Integrating associate attorneys into your law firm doesn’t have to be a daunting task. We’ll discuss strategies for ensuring a seamless transition that aligns with your firm's culture and objectives. The importance of fostering collaboration and clear communication cannot be overstated, and by aligning associate goals with firm objectives, you can build long-term commitment. Delve into techniques for generating leads and building credibility through creative methods like email campaigns and social media. These insights aim to maintain productivity and profitability while nurturing client relationships.

Finally, tackle targeted growth strategies head-on, from optimizing for high-intent keywords to expanding into new locations with tailored local SEO efforts. Learn how to harness the power of on-demand educational webinars and sophisticated paid ad targeting to capture "buyers in pain." Consistent Google business profiles and location-specific content help maintain a strong brand presence even as you expand. Whether you're facing the challenges of transitioning from litigation to estate planning or seeking to bolster your firm's reputation with five-star reviews, this episode offers the support you need to confront these hurdles and drive lasting success.

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