• Transforming Estate Planning with Heart: Attorney Amy Hsiao on Purpose-Driven Legal Services

  • Apr 17 2025
  • Length: 32 mins
  • Podcast

Transforming Estate Planning with Heart: Attorney Amy Hsiao on Purpose-Driven Legal Services

  • Summary

  • Estate Planning Attorney Amy Hsiao shares how she transformed traditional estate planning by creating a client-centered practice focused on keeping families out of court and out of conflict after experiencing firsthand how conventional methods failed her own family. Through her flat rate pricing model, ongoing support system, and dedicated funding coordinator, Amy helps growing families create estate plans that actually work when needed.

    • Building a practice that goes beyond document creation to ensure proper asset protection
    • Implementing a funding coordinator role to help clients properly title assets in trusts
    • Creating a systematic approach to maintain client relationships through family milestones
    • Offering a Family Care VIP program for annual plan reviews and updates
    • Transitioning from big law IP practice to a sustainable, family-focused estate planning model
    • Establishing a law firm that serves as a personal family lawyer across generations
    • Leveraging marketing strategies that build long-term assets rather than transactional campaigns
    • Achieving 20% revenue growth through targeted lead generation and conversion optimization

    Contact Amy Hsiao at https://hsiaolaw.com to learn more about estate planning that works when your family needs it most.


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