(64) Building a Subscription Estate Planning Practice (and more!) with Martin Johnson of 360 Estate Planning

Mathew Kerbis, The Subscription Attorney
Transcript

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In this episode, Mathew Kerbis interviews estate planning attorney Martin Johnson about transitioning his practice to a subscription model. Martin explains that he currently bills primarily through flat fees for estate planning and hourly for probate and trust administration work. He is interested in moving to a subscription model to provide more value to clients and have recurring revenue.

Mathew and Martin discuss various approaches Martin could take, such as having different subscription tiers, bundling services like estate planning with tax preparation, and potentially creating new business entities to offer expanded services. They talk through pricing strategies, technologies Martin currently uses like document automation, and the benefits of subscriptions for improving client relationships and retention.

By the end of the conversation, Martin has numerous ideas for pivoting to a subscription model in an methodical manner. This includes potentially creating a new DBA or series LLC, packaging his estate planning, tax, and financial advisory services at different price points, and leveraging tools like client portals and payment processors to streamline operations.

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Law Subscribed
Law Subscribed
Mathew Kerbis interviews attorneys and technologists building for subscription legal services and other innovations within the law.
https://linktr.ee/lawsubscribed.