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4-Week Intensive
After years in the estate planning world, we heard the same thing from attorneys again and again when they need to hire and supervise staff — “I’m overwhelmed," "I don't have time to train my staff," "Training takes too much time." Many struggle to keep up with clients and legal work while scaling their practice.
That’s where this project was born. We wanted to lift the burden of training off of attorneys, especially estate planners because many of us are using the same systems, processes, terminology, and technology.
Rocio is our lead trainer and she has been a Virtual Legal Assistant for more than five years, working hand-in-hand with Amanda, Owner of Legal Staffing Gurus™, Drafting Gurus™, and Funding Gurus™. What started as calendar management has grown into full operational trust — client communication, intake, event planning, drafting coordination, and even funding follow-up. Together, Rocio and Amanda built a seamless partnership that allows Amanda to focus on being an attorney, not an administrator.
Over time, countless attorneys have asked Rocio:
“How do you manage so much?”
“Where did you learn to handle everything so efficiently?”
The answer is finally here in our 4-week intensive training course for legal assistants and client services directors. During our 4-week intensive, your assistant will learn how to:
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Confidently guide clients through every step — from the 15-minute consultation to funding completion.
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Handle real-world scenarios like:
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“I want to talk to the attorney.”
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“I need this done by tomorrow.”
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Can you tell me the price right now?”
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Strengthen both soft and hard skills to manage all types of clients.
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Engage and follow up reliably.
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Schedule meetings and reminders on time.
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Manage documents consistently.
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Complete client intake and prepare engagement letters.
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Organize files and create summaries and checklists.
Training includes:
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45+ phone-call practice sessions
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Live training and open office hours with Amanda & Rocio
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Daily homework and “surprise challenges”
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Peer collaboration and real-time feedback
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Reflection exercises on communication and client service
By the end of the course, your assistant won’t just “help you out” — they’ll have the knowledge needed to run the systems that make your firm thrive. Every task you hand off is more time for billable work and firm growth.
If you’re interested in details or want to reserve a spot, schedule a quick call with Rocio below — she’ll walk you through how it all works and whether your assistant is a good fit.
