A Full Drafting Team For Every Estate Planning Firm
7-Day Turn Around
Documents are drafted in 7 business days so you can keep your cash flow consistent.
Customized Drafting
We customize your estate planning documents with your unique preferences, so they are always the way you want them.
Cost Effective
Only pay for services you need, when you need them. With our flat fee pricing, your costs are always predictable.
Experienced Drafters
We are already trained! Our virtual drafting paralegals typically have 15+ years of experience drafting estate planning documents in Wealth Docx, Elder Docx, ForeTrust!, and LWP-CCS with all levels of complexity and designs.
No System, No Problem
We help you systemize your drafting process to save you time and minimize questions while still allowing customizations and control.
Meet Our Founder
Experience You Can Rely On
Laney has dedicated 25+ years to the creation of effective law firm processes, software customization, attorney and team training and coaching, and implementation support. Laney has unique skillsets for both front stage (client-facing) and back stage (internal firm-facing) needs - developing resources to effectively produce quality products that represent your firm’s excellence to your clients. Her company, Back Office Drafting, LLC, and the services offered embody these qualities in action.
Estate Planning and Drafting
Applying 20+ years of estate planning drafting experience in Wealth Docx, Elder Docx, Planning Pro, Lawyers With Purpose (formerly MPS), ForeTrust, and ADAPT, Laney has created effective drafting processes for over 300 law firms - new and long-time established estate planning practitioners - to fit their unique needs, including the development of customized language edits and options, as well as drafting design forms.
Trained over 30 drafting paralegals on conceptual estate planning knowledge, software specifics, and essential discretionary drafting skills - in-house for law firms, and here at
Back Office Drafting, LLC.
Collaborated with New Law Business Model to improve Intellectual Property tools for attorney use (design forms, confirmation forms, etc.).
Process Development
Managed a $1 Million+ grossing law firm for 13 years.
Collaborated to create one of the first-ever estate planning maintenance programs in the country. Successfully grew and ran this program for years with over 1,000 clients participating.
Systemized The Family Protector Program™ (maintenance program) and traveled to over 30 law firms across the country to lead in-house training and implementation coaching.
Co-created Your Corporate Counsel™ (small business maintenance program) and traveled to over 15 law firms across the country to lead in-house training and implementation coaching.
Worked with software developers to create the first Actionstep- Lawyers With Purpose.
software program, as a LWP consultant, advocating for business processes needed to accomplish optimal workflow and drafting ease.
Completed The Strategic Coach™ Key Assistant Program and
The Strategic Coach™ Double Your Revenue Program.
Coaching
Laney has been instrumental in developing and leading numerous coaching programs for industry colleagues and organizations such as Wealth Counsel’s Practice Development member group, and as a Coach consultant and implementation expert for Lawyers With Purpose.
Laney co-created and led the Team Assistant Program™ -
the first nation-wide key assistant coaching program in the country.
Speaking Presentations and Published Works
As a well-respected subject matter expert, Laney is often called upon
to present programs and conference sessions for several estate planning industry organizations. Some examples include:
“How to Hire, When to Fire”– for the Wealth Counsel San Diego Collegium Conference, and Massachusetts Forum Conference
“Empowering Team Members to be Intrapreneurs™” - for Lawyers With Purpose
“Empowering Team Members” – Jennifer Goddard’s program
“Team Member Empowerment Program™” (a six-month series) - for Wealth Counsel Practice Development Members
Trust Workshops – client workshops for The Strategic Counsel Law Firm (Tampa, Florida)
and Legacy Lawyers (Ann Arbor, Michigan)
Co-authored “Don’t Be a Yes Chick” – a #1 pick on Amazon’s Movers and Shakers List.
Co-authored “Creating Intrapreneurs in an Entrepreneurs World”
Learn More
Learn how Back Office Drafting can elevate your practice.
Back Office Drafting, LLC
Copyright © 2023 Back Office Drafting, LLC - All Rights Reserved.
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