Probate Plug & Play
A complete training program to implement a profitable probate practice area in your firm — from intake to administration.
Substantive, Process, Sales & Marketing Training for Estate Planning Firms
Plug-and-Play Systems for Growing Estate Planning Firms
I help estate planning law firms build profitable probate, trust administration, trust funding and client retention programs — with ready-to-implement systems, and the coaching to get you there.
30+ Years in the Legal Industry · Built & Sold Legal Businesses · Real Systems, Real Implementation
About Laney
Meet Laney Lyons
I spent over 13 years inside a law firm, building it from the ground up — including creating the firm's first client maintenance program and growing it to more than 1,000 clients. Since then, I've built four businesses in the legal space, including the first trust outsourcing drafting company, and sold three of them. In total — in and out of the legal industry — I've built six businesses. 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 sell training courses exclusively for estate planning law firms. Each one walks you through implementing a practice area that's profitable, highly leveraged, and a natural fit for the firm you already have — the legal and technical foundation, the internal process, and how to sell and market it to clients. 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
Training Courses Built to Plug Into Your Firm
Each course hands you a full practice area — profitable, highly leveraged, and a natural fit for an estate planning firm — with nothing left for you to figure out on your own.
Legal & Technical
The substantive foundation — done correctly, from day one.
Process
The workflows and systems that make it repeatable for your team.
Sales & Marketing
How to attract the right clients and convert them, consistently.
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.
Client Maintenance Program
A one-on-one program where we build a custom client maintenance program for your firm — fit to your clients, your team, and your capacity — plus how to sell it internally and to clients so it actually gets used.
Not sure which program fits?
Let's talk through where your firm is today and where you want it to go.
Book a Connection CallWhy Firms Work With Laney
Experience You Can Build On
30+
Years in the Legal Industry
6
Businesses Built, In & Out of Law
3
Legal Businesses Sold
1,000+
Clients Served by Her First Client Maintenance Program
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.
What Attorneys Are Saying
Real Feedback From Probate Plug & Play
From solo practitioners to full teams — here's what firms say after going through the program.
"Practical, clear, and immediately useful — not just theory, but real systems and strategies I could apply. Laney has built more than a course — a supportive community and a reliable roadmap."
Attorney, New Jersey
"A must for attorneys and paralegals who want to master the probate process from start to finish. Highly recommended for both beginners and those looking to sharpen existing knowledge."
C.J.B., Washington State
"Turned a complicated process into a step-by-step system my whole team can follow. It paid for itself!"
Coastal Legacy Law, Florida
"What I love most about Laney is that she genuinely cares about helping you succeed. I walked away feeling so much more confident about handling probate matters."
Tracey C., Maryland & D.C.
"Even after doing dozens of probates, I found your training invaluable — not so much the process, but the selling tips and how to approach a potential client."
Janet B., California
"Clear, practical guidance and tools we could use right away. It made a complex process feel manageable and empowering — for me and my staff."
Attorney, Massachusetts
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 CallOr email me directly at laneynlyons@gmail.com