LifeCounsel® Law Practice Series

By Jesse F. Bifulco, Esq.

Summary

What if your estate planning practice didn’t depend on working harder—but on working deliberately?

The Estate Planning Playbook is a practical, experience-driven guide for attorneys who want to build a profitable, repeatable estate planning practice without burnout. Drawing on decades of real-world practice, this book tackles the quiet problems most lawyers face but rarely talk about: inconsistent pricing, scope creep, client confusion, and systems that only live in your head.

This isn’t theory. It’s a playbook for turning estate planning into a durable business—one that supports both your clients and your life.

What You’ll Learn in This Book

• How to design repeatable estate planning systems that reduce friction, prevent scope creep, and improve client experience

• How to price estate planning work confidently and profitably, using clear service lanes instead of guesswork

• How to align process, psychology, and practice economics so good planning work stays sustainable over time

Who Is This Book For?

Audience:

• Estate planning attorneys looking to modernize and professionalize their practice

• Lawyers overwhelmed by customization, inefficiency, or inconsistent revenue

• Attorneys who want clarity around systems, pricing, and client flow—not more templates

Disclaimer

This book provides general educational information—not legal advice. Laws vary by state and change over time. Consult a licensed attorney for guidance specific to your situation.