The Freedom Practice

The Freedom Practice

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Providing systems which help create an exceptional experience for you, your clients, and your team.

07/11/2024

EP/Probate associate attorney needed. 35 years ago the most fortunate event occurred in my career when John Sheppard hired me into his boutique firm that his father and uncle started in 1924 - a century ago.

I came from a large multinational firm. Over the course of my career - which continues and will do so for a number of years - I’ve excelled, earning more than I ever dreamed of while maintaining a healthy work life balance throughout.

I’m the senior partner, also run The Freedom Practice coaching group group for EP attorneys, and sit on the editorial advisory board for Trusts & Estates magazine.

We’re developing AI, constantly updating our systems, processes, and educational content to provide an exceptional client experience. We value a collaborative approach. I feel fortunate that we have a great team of paralegals and support staff in place.

If you’re looking for a fulfilling career having direct contact with A+ clients in a boutique Florida law firm, with qualified board certified attorneys who will mentor you, ours is the place. Send me an email at [email protected].

Learning Center | Freedom Practice 04/04/2023

Happy Passover & Easter!

We're dedicated to providing you with innovative systems, cutting-edge technology, and exceptional teamwork tools that will make your practice rise above the rest in the increasingly commoditized world of Trust & Estate Planning. 🚀

Contact us today to discover how we can work together to create a bespoke strategy that will set your practice apart from the rest, ensuring long-lasting success and growth for your business. 💼🌟

Learning Center | Freedom Practice LEARNING CENTER Videos Blogs Podcast Articles VIDEOS TOP 5 PRIORITIES OF AN UNDERSTAFFED OFFICE CRAIG R. HERSCH Running a practice … Learning Center Read More »

Photos from The Freedom Practice's post 12/20/2022

The Freedom Practice will be presenting in Orlando at the 57th Annual Heckerling Institute on Estate Planning!
Attorneys - please join us for breakfast, where we talk about how to convey client value BEFORE you deliver it!
Visit https://4freedompractice.com/heckerling/ OR stop by Booth 136 during the event to sign up,

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Your Family's Story 04/01/2022

Harvard Professor Howard Gardner once argued that what makes a leader is the ability to tell a story that explains ourselves to ourselves. These stories can give a group or family a shared identity and sense of purpose.

What is the story you want to leave your family? How will you leave a legacy for them to carry on? Craig R. Hersch elaborates in this week's Will Power.

Your Family's Story Howard Gardner, professor of education and psychology at Harvard University, writes many books on leadership and creativity. One book, Leading Minds,

You saved a lot of money for retirement. Now what's the smartest way to spend it? 03/29/2022

With technology continually growing, there are now several options to go to for help managing retirement accounts and estate plans. This article explains some of the new companies and services that Estate Planning Attorneys should be aware of.

You saved a lot of money for retirement. Now what's the smartest way to spend it? Services that help manage a loved one's finances or aid with your estate planning, and tech companies trying to modernize pension and annuity products.

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Address


9100 College Pointe Court
Fort Myers, FL
33919

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm