What Lawyers With Purpose does

Lawyers With Purpose (LWP) is a private, membership-based practice management community serving estate planning and elder law attorneys in the United States. Founded in 2001 and headquartered in New Hartford, New York, LWP packages proprietary cloud software, training, coaching, and a national peer community into a single subscription offering for its member firms. The platform is anchored by three core technology assets: STEPS™ (Strategic Trust and Estate Planning Software), a cloud-based drafting system that populates wills, trusts, healthcare directives, powers of attorney, and Medicaid qualification documents from a single data entry; FLOWS™ (Focused Legal Operations & Workflow Systems), a practice management and workflow automation layer delivered through the Actionstep platform; and the iPug® (Irrevocable Pure Grantor Trust), a proprietary irrevocable trust architecture created by founder Dave Zumpano for Medicaid qualification and asset protection. In February 2024, LWP migrated its document automation layer from HotDocs to the Knackly cloud platform to enable faster, more frequent template updates.

LWP operates a layered platform-plus-modules revenue model. Membership subscriptions (quote-based, not publicly disclosed) bundle access to STEPS™, FLOWS™, legal-technical support, AMP™ (Annual Marketing Plan), the Relationship Management System (RMS), coaching, and community. Supplementary revenue is generated through ticketed live events — TAPER (Twice-Annual Practice Enhancement Retreat, $1,697 for members / $1,897 for non-members), Practice With Purpose ($1,097 / $1,597) — and a portfolio of free and paid webinars plus the Practice Success Podcast. The Go-to-market motion is community-led: prospective members are acquired through member referrals, free webinars and workshops, podcast and SEO-driven blog content, and inbound assessments, then onboarded via the trademarked 'Teach, Show, Do, Go' methodology. The Guidr℠ digital platform extends the offering into virtual estate planning for younger clients (ages 18-55). LWP reports serving hundreds of member attorneys, with quoted member outcomes ranging from solo practices to multi-million-dollar firms with 17+ team members.

The company is privately held with no disclosed institutional investors, no parent organization, and no public funding rounds. Leadership comprises founder Dave Zumpano, CEO Christen Belcher, and functional heads across Marketing & Sales, Member Services, Finance, and Legal Education. Corporate direction is signaled through the 2024 technology modernization (Knackly), continued investment in flagship events (TAPER 2026), and the launch of adjacent product lines (Guidr℠).

Name

Lawyers With Purpose

Legal name

Lawyers With Purpose

Website

https://lawyerswithpurpose.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Lawyers With Purpose is a US-based membership community serving estate planning and elder law attorneys with proprietary cloud drafting software (STEPS™), practice management workflows (FLOWS™), the iPug® Medicaid-asset protection trust, coaching, training, and live events.

Ownership category

akta.pro rank

Product category

Estate Planning Practice Management Software

NAICS

Offices of Lawyers (54111), Legal Services (5411), Other Legal Services (54119)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industry

Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning software
• Law practice management
• Medicaid planning tools
• Trust drafting software
• Attorney workflow automation

Headquarters

HQ city

New Hartford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Membership Subscriptions: LWP operates as a membership organization offering tiered membership plans to estate planning attorneys. Members receive access to software (STEPS™, FLOWS™), training, coaching, legal/technical support, marketing tools, and community. The exact pricing tiers are not publicly disclosed on the website but are available through sales contact.
2. Live Training & Events: Revenue generated from in-person training events including TAPER (Twice-Annual Practice Enhancement Retreat), Practice With Purpose workshops, and the LWP Marketing Summit. Events have tiered pricing for members vs. non-members.
3. Webinars & Workshops: Free and paid webinars covering topics like Medicaid crisis planning, iPug trust strategies, and the $1 Million Dollar Hour webinar. Also includes the Practice Success Podcast for ongoing education.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Lawyers With Purpose is a membership-based practice management community that equips estate planning and elder law attorneys with proprietary cloud-based drafting software (STEPS™), workflow and operations software (FLOWS™), a patented Medicaid qualification and asset protection trust structure (iPug®), marketing programs (AMP™), referral relationship systems (RMS), coaching, legal-technical support, and live training events so they can build and scale profitable estate planning practices. Revenue is generated primarily through recurring membership subscriptions bundled with these software, training, and coaching services, with separate revenue from live events and webinars.

Product overview

Lawyers With Purpose (LWP) is a membership-based practice management community offering a platform-plus-modules architecture for estate planning and elder law attorneys. The core products include STEPS™ cloud-based drafting software with integrated iPug® Trust technology for asset protection and Medicaid qualification, and FLOWS™ for cloud-based operations and workflow management. Additional modules encompass AMP™ marketing programs, the RMS relationship management system for referrals, Guidr℠ digital client engagement, revenue calculators and KPI focusers, coaching and mentoring, legal-technical support, live training using the Teach, Show, Do, Go℠ methodology, and community events including TAPER retreats and Practice With Purpose. These components work together within the LWP ecosystem to help attorneys build profitable, scalable estate planning practices.

Differentiator

Problem solved

Functional benefit

Brands

• STEPS (Strategic Trust and Estate Planning Software): Cloud-based estate planning drafting software and workflow solution for attorneys.
• iPug (Irrevocable Pure Grantor Trust)
• FLOWS (Focused Legal Operations and Workflow Systems)
• AMP (Annual Marketing Plan)
• RMS (Relationship Management System)
• Guidr
• TAPER (Twice-Annual Practice Enhancement Retreat)
• Practice With Purpose

Products and services

• STEPS™ (Strategic Trust and Estate Planning Software) Cloud-based estate planning drafting software for attorneys that streamlines document creation through single-entry data population across all documents and customizable templates for wills, trusts, healthcare directives, powers of attorney, and Medicaid qualification. Accessible anywhere via cloud infrastructure.
• FLOWS™ (Focused Legal Operations & Workflow Systems) Cloud-based practice management and workflow system for estate planning firms that covers client enrollment, automated estate planning workflows, Medicaid qualification, probate and trust administration, referral management, and maintenance workflows, with real-time financial insights and team accountability features.
• iPug® Trust (Irrevocable Pure Grantor Trust) and Medicaid Qualification Software Proprietary irrevocable trust structure and software designed for asset protection, Medicaid qualification pathways, tax strategy, and legacy planning through a flexible pure grantor trust design with discretionary payment language for income taxes; exclusive to LWP members.
• Guidr® Digital Client Engagement Platform Digital platform that enables estate planning attorneys to reach younger clients aged 18-55 through virtual planning services, representing a profitable additional service offering for member firms.
• AMP™ (Annual Marketing Plan) Proprietary annual marketing program providing attorneys with a structured, repeatable marketing plan for predictable growth, including strategic planning, branding, web design, email marketing, social media assistance, and digital advertising.
• RMS (Relationship Management System) Proprietary system for establishing, nurturing, and maintaining referral relationships with allied professionals such as financial advisors, CPAs, and nursing home professionals, with referral tracking and quality analysis.
• TAPER (Twice-Annual Practice Enhancement Retreat) In-person three-day immersive conference for estate planning attorneys covering legal strategies, operations, marketing, and community building across four tracks.
• Practice With Purpose (PWP) In-person training event where members work directly with LWP legal-technical specialists and fellow members to master estate planning strategies.
• Teach, Show, Do, Go® Live Training Hands-on training methodology that enables attorneys to practice estate planning strategies and tools in a safe environment before working with actual clients.
• Legal/Technical Support Help desk support from legal-technical attorneys providing assistance with estate planning, asset protection, Medicaid, Veterans Aid and Attendance benefits, special needs planning, probate, and trust administration.
• Performance, Coaching & Mentoring Program Implementation training, mindset coaching, and group mentoring that helps attorneys master LWP systems and adopt the proper mindset for running a successful firm.

Quantifiable outcome

• Revenue growth from $130K to $1.3M in 9 years for one member
• +4 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core, supporting and minor.

• KnacklycoreTechnology or Integration · 1 February 2024LWP announced strategic transition from HotDocs-based templates to Knackly document automation platform (February 2024). Knackly provides true cloud-based drafting with object-oriented programming for faster, more adaptable automation. Created in 2018 by co-founders Lowell Stewart and Kim Mayberry with 20+ years of document automation experience.
• ActionstepcoreTechnology or IntegrationActionstep is a third-party case management platform through which LWP STEPS™ software can be accessed. LWP's cloud-based systems, processes, and workflows are fully integrated with Actionstep. The platform offers forecasting, tracking, and reconciliation capabilities with QuickBooks integration.
• GuidrsupportingTechnology or IntegrationDigital platform that transforms how lawyers work and interact with clients. Allows estate planning attorneys to reach younger audiences (aged 18-55) who lack time or money for traditional planning. Represents a profitable additional service offered by member firms.
• Krause Financial ServicesminorGTM or Marketing PartnerSponsor at TAPER events. Financial services company serving the estate planning and elder law market.
• LWP MarketingsupportingGTM or Marketing PartnerSponsor at TAPER events providing marketing services and support to the LWP community.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wealth.com: Estate planning software platform for financial advisors and attorneys, providing modern cloud-based drafting, client portals, and trust/estate document automation — directly competing with LWP's STEPS software in the same end-customer segment.
• Knackly: Cloud-based document automation platform for law firms and legal teams, founded in 2018. Now the document automation backbone of LWP's STEPS offering after the 2024 transition, and also sells to estate planning attorneys directly.
• Actionstep: Cloud-based legal practice management platform that LWP integrates with and on which FLOWS is built. Functions as both a technology partner and a competing platform for the same estate planning attorney customers.
• Vanilla: Estate planning practice management and document automation software for estate planning attorneys, offering a cloud-based alternative to traditional drafting tools. Targets the same core persona as LWP with similar workflow and document automation capabilities.
• American Academy of Estate Planning Attorneys: Membership organization that provides estate planning attorneys with practice resources, training, and member support — a direct peer in the legal membership/community space, with a similar value proposition to LWP's community and coaching.

Others

• LawPay: Online payment processing solution built specifically for law firms. While not a direct competitor, LawPay is commonly bundled or integrated with legal practice management platforms, making it an adjacent ecosystem participant relevant to LWP's member firms.

Broad incumbents

• Clio: Leading general-purpose cloud-based legal practice management platform serving law firms of all sizes and practice areas. While not estate-planning-specific, Clio competes for the same attorney software budget and has been adding workflow and document automation features.
• CARET Legal: Cloud-based legal practice management platform designed for small and solo law firms across multiple practice areas, including estate planning. Competes with LWP on the operations/workflow layer of the stack.
• MyCase: Cloud-based legal practice management software serving small and mid-sized law firms across practice areas, including estate planning. Competes with LWP's FLOWS offering as a broader-suite alternative.
• Smokeball: Legal practice management software for small law firms, with document automation and workflow features. Competes for the same solo and small-firm attorney customers that LWP targets with its STEPS and FLOWS products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LawyersWPurpose
• YouTubeyoutube.com/user/LawyersWithPurpose3
• Facebookfacebook.com/LawyersWithPurpose
• LinkedInlinkedin.com/company/lawyers-with-purpose

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lawyers With Purpose