Operations · Sales · Marketing Consulting for Estate Planning Firms

Plug-and-Play Systems for Growing Estate Planning Firms

I help estate planning law firms build profitable probate, trust administration, and client retention programs — with ready-to-implement systems, not just advice.

30+ Years in the Legal Industry  ·  Built & Sold Legal Businesses  ·  Real Systems, Real Implementation

About Laney

Meet Laney Lyons

I've spent 30 years in the legal space — building businesses from the ground up, growing them, and selling them. Along the way I learned what actually moves the needle for a law firm's revenue and profit, and what's just noise.

Today, I work as an operations, sales, and marketing consultant exclusively for estate planning law firms. My job is to take what works — proven programs for probate, trust administration, trust funding, and client retention — and help you plug it directly into your firm, so you're not starting from scratch or guessing at what to build next.

No fluff, no theory-only coaching. Just practical, plug-and-play systems built by someone who has actually run and sold legal businesses.

Programs

Programs Built to Plug Into Your Firm

Five proven systems to help you grow revenue, streamline operations, and retain clients — without building it all from scratch.

Probate Plug & Play

A complete training program to implement a profitable probate practice area in your firm — from intake to administration.

Probate Plug & Play: Marketing Boost Course

A marketing and sales course built specifically for probate — attract the right clients and convert more consultations.

Trust Admin Academy

Training to implement trust administration services, so your firm can serve trustees and beneficiaries profitably and confidently.

Funding Fast Track Academy

A training course to implement trust funding services — helping clients actually fund their trusts, and creating a new revenue stream for your firm.

1:1 Program

Client Maintenance Program

A one-on-one program to design and implement a client maintenance program — keeping clients engaged and your firm top-of-mind for referrals and repeat business.

Not sure which program fits?

Let's talk through where your firm is today and where you want it to go.

Book a Connection Call

Why Firms Work With Laney

Experience You Can Build On

30+ Years in the Legal Industry
5 Ready-to-Implement Programs
2 Legal Businesses Built & Sold
1 Focus: Estate Planning Firms

Every program is built from firsthand experience running and selling legal businesses — not borrowed theory. That means practical systems your team can actually put to work.

Get In Touch

Let's Build Your Firm's Next Chapter

Book a free connection call to talk through your firm's goals and see which program is the right fit — or send a message and I'll get back to you.

Book a Connection Call

Or email me directly at laneynlyons@gmail.com