Marketing Mastery
We'll show you the exact marketing strategies top firms use to fill their calendars with high-quality clients — through workshops, digital ads, and online reviews.
March 4–5, 2027 · Orlando, FL
Build the Firm You Want.
Two days of strategies, systems, and AI to grow your firm.
Practical ideas.
Proven strategies.
Real results.
The Summit is back for 2027
Invest in yourself and your firm’s future
Running an estate planning or elder law practice can feel overwhelming. Juggling marketing, client retention, staffing, and technology while trying to grow your business is no easy task.
At the Summit, we tackle these challenges head-on, providing the proven strategies and tools you need to succeed.
Whether you’re aiming to hit your first $1 million or push past $5 million, this event provides the roadmap to a more efficient, profitable, and less stressful law practice.
Boost your marketingLeverage technologyStrengthen your team
Four tracks
The roadmap to your success
Strengthening Your Firm Experience
Explore the three pillars behind a standout firm: Client Experience, Referral Experience, and Employee Experience.
Future-Proofing Your Firm
Stay ahead of industry changes by adopting AI, new technologies, and client care programs that keep your firm relevant and competitive.
Boosting Client Retention
Implement retention strategies that keep clients coming back, ensuring long-term growth and stability for your firm.
Networking. Workshops. AI. Marketing. Staffing. Unstoppable growth.
Leave with actionable strategies and game-changing results — two days designed for firm owners and the teams who run alongside them.
Two days together
Breakouts, conversation, and real answers
Every session includes time to process what you’re learning with colleagues who face the same challenges. Join focused breakout discussions, swap notes with firm owners from across the country, and get your questions answered during live Q&A.
- Guided breakout sessions
- Built-in time to process with peers
- Live Q&A with speakers
- Small-group roundtables
Last year’s attendees said
A room of people building the same thing
“There were so many take-aways & action steps. I love that the sessions are not too long. It keeps it engaging and less overwhelming.”
Krystina WiseThe Love Law Group“I can tell everyone here is passionate about what they do. I loved hearing the personal stories. Everyone felt so genuine and relatable.”
Abby SimonFord Lustfield Law“The Summit had wonderful, educated speakers. The hosts were very involved and engaged with attendees.”
Erin SeitzSechler Law Firm“This was not just about marketing, but about the practical side of running a business. Incredibly helpful.”
Jonathan AtkinsonAcorn Law“My favorite part was the lunch breakout sessions. We tossed around ideas and felt heard and supported.”
Guetzaida OrtizThe Rodriguez Estate Planning and Elder Law Firm“Everyone was so passionate about their cause! It created a level of excitement for me.”
Shawnee KrauszerBluebird LawThe 2027 speaker lineup is coming soon!
From previous Summits
Past speakers
David Zumpano
Estate Planning Law Center
Laura Cowan
2-Hour Lifestyle Lawyer
Jim Blake
Bambiz
Jim Miskell
Estate Planning Law Group of Georgia
Steve Darty
Montana Elder Law
Rachel McGarry
cloud925
Exhibit area & networking reception
Connect with peers, industry leaders, and sponsors in a relaxed setting designed to foster real relationships and collaboration.
Each ticket includes 3 seats per firm
Bring your team along
Your firm’s success depends on the strength of your entire team. Whether it’s your marketing staff, paralegals, or additional attorneys, the more team members who attend, the better equipped your firm will be to implement what you learn. Your ticket also includes recordings from the 2025 and 2026 Summit events.
- Firm owners and partners
- Marketing staff
- Paralegals
- Associate attorneys
Don’t miss out
March 4–5, 2027 · Orlando, FL
The 2026 Summit drew over 150 attendees and sold out by January. Seats are limited — once the room is full, registration closes.
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Who should attend
We’re here to guide you
The Summit will equip you with the strategies, tools, and insights to unlock your firm’s full potential. With the right guidance you can grow your firm, increase revenue, and provide value to local families for generations.
- Solo practitioners
- Looking to expand their client base and implement scalable marketing strategies.
- Small to mid-sized firm owners
- Seeking to streamline staffing, improve efficiency, and grow revenue.
- Marketing coordinators
- Responsible for client engagement and firm operations.
- Team members
- Involved in marketing, intake, client care, and day-to-day firm operations.
Accelerate your firm’s growth in two days
March 4–5, 2027 · Orlando, FL. $50 off until 2/14 with promo code: HEART