Elevate How You Take
Care of Families
Empower Your Team &
Take Your Practice
At Client Care Academy, We are Transforming Estate Planning Law Firm Culture.
Create your own customized, profitable, and sustainable asset alignment process and
client care program that provides immediate value to the client and their families.
Your clients deserve it. So do you. We help make it happen.
Our process focuses on you and your team. No longer will the attorney(s) be overburdened and team members underutilized. We help you establish a team approach to estate planning and running your ongoing client care
Whether it’s the SAVeT™ Workshop™, the Foundations Workshop™, or the 5 to 500 Challenge™, you will come away with a customized plan to create or improve your client care program that you can implement immediately.
Develop a new mindset for thinking about how you run your firm and work with your team. Work-life balance and an embedded sense of why you do what you do will follow you upon completing the Academy.
In this optional precursor day and a half workshop we address and help you and your team clear the biggest hurdle we have found firms run into when implementing their ongoing client care program: “funding”. You will no longer fund trusts, but simplify/consolidate, align, verify, and track assets.
One and a half day workshop that will guarantee you and your team will create your own customized, profitable, and sustainable client care program you can implement immediately.
Want to learn more about creating a customized,
profitable, and sustainable ongoing client care
program for your clients?
This book is a great introduction into what we will cover in
the Foundations Workshop™.
We are transforming the estate planning law firm culture. We are teaching lawyers how to provide clients with services that stand out for excellence and integrity, and most importantly, that elevate how they take care of client families. We will show you how to create effective, profitable and sustainable client care programs that take care of clients and generate predictable recurring revenue that helps your practice grow in size and profitability.
Client Care Academy provides the strategic shift you’ve been looking for.
Do you have thousands of client folders in your files, sitting dormant?
CCA will show you how to give them new purpose.
Do you want to increase the value of your practice before selling or retiring?
Your investment in CCA will yield the ROI you deserve.
What CCA participants have to say
Josh Dorcey, Managing Partner at Dorcey Law Firm in Florida, speaks about how he wanted to create something that would be different, that would care for his clients and found the solution with the Client Care Academy.
Bill Erhart, Founder of Estate and Elder Law Services in Delaware, talks about how the Client Care Academy has easily paid for itself and has been very worthwhile for his clients, his team and his practice. The recurring revenue has also made the firm very attractive for prospective buyers.
Are you ready to take your practice to extraordinary?
Schedule your complimentary consultation to find out more about CCA and what it can do for you and your clients, or jump right in with our Foundations Workshop™ or 5 to 500 Challenge™
Meet The Team
Client Care Academy owes its existence to founder Vinnie Bonazzoli. To learn more about Vinnie and the other Academy team members, scroll over their photo.
Attorney at Law
Attorney Vincent Bonazzoli is owner and founder of Family Estate Planning Law Group, operating a successful client care program since 2001. Vinnie created a unique, profitable and sustainable program with nearly 500 families enrolled and with over 90% of his clients renewing every year. His program ensures client families are cared for when a death occurs while also providing recurring revenue and a significant increase in the value of his business.Read More
Megan has always had a heart for elders and knew she wanted to work with them in some capacity in her career. In elementary school, she became involved in activities with the local senior center and cultivated special relationships with elders there, as well as in her church and family. While a senior at Gordon College, she was still undecided as to how this might play a role in her future choice of career. She then had the opportunity in 2006 to complete an internship with Attorney Bonazzoli's firm, Family Estate Planning Law Group. She enjoyed the field of estate planning and elder law so much, she never left!Read More