Earn an extra $200K+* in estate planning fees
in the next 12 months.
A no-fluff, 2-day in-person workshop in the Fort Worth Stockyards — sales conversations, seminar conversion, and the storytelling frameworks that turn rooms into signed clients — built specifically for estate planning attorneys who are tired of leaving money on the table.
Hosted at Hotel Drover† in the Fort Worth Stockyards. 24 attorneys. 2 days of sales, seminar and meeting training.
You're a great attorney.
Selling is the missing skill.
Law school taught you the law. Nobody taught you the conversation that turns a curious prospect into a certain engagement — without it feeling pushy, salesy, or uncomfortable.
Then prospects ghost or grind you down on price. Your time becomes free advice.
Your pipeline rises and falls with other people's calendars. You can't scale a practice on hope.
Affluent clients want a confident advisor. Hesitation in the fee conversation costs you the case.
You're paying for leads but converting like an apprentice. The bottleneck is the conversation, not the ads.
Two days in Fort Worth.
A 40× ROI.*
The math is brutal: most estate planning attorneys recoup the entire $5,000 investment with a single new client. Close four more clients per month and you've cleared an extra $200,000+* — without writing a new ad, hiring a new attorney, or adding a single hour to your week.
Surface the beliefs about sales that are costing you clients, then build new skills through live role-plays — so you close confidently without sounding like anyone but yourself.
Real frameworks for seminars, webinars and first 1:1 meetings — including the storytelling structure we use to lift engagement and turn rooms into signed clients.
On-site professional headshots you can use across your website, LinkedIn and speaking materials to look the part when it's time to fill the next room.
Two days. One outcome.
Two days of sales and seminar conversion in the Fort Worth Stockyards. No theory. No fluff. Plus two optional add-ons — a Precursor Day on lead generation and the VIP 90-Day Accelerator to map the next 12 months of your firm.
- Surface each attendee's preconceived ideas of sales — and where they're costing you clients
- Build the sales skills that fit you, in your own voice
- Live role-plays and before-and-after sales conversations
- Social evening in the Fort Worth Stockyards — live music, Western vibe
- How seminars and first 1:1 client meetings should run to lift conversion
- Our storytelling framework for seminars, webinars and stage time
- Professional headshots taken on-site
- Live practice on your highest-leverage client conversations
Hosted by Simon Turnbull & Bonnie Faucett. The lead-gen system plus the intake and drafting playbook that lets the firm scale without breaking.See details →
A 90-day implementation program — kicks off with a live VIP Day at Hotel Drover, plus 5 online modules and live coaching across the following 90 days.See details →
Hear from our
first cohort.
Recorded unscripted at the close of our Austin Sales Training Workshop in March 2026. Six estate planning attorneys share what they experienced — in their own words.
"Just gave my 1st presentation since Austin. Booked 5 sessions out of 10 attendees. Felt super confident. We'll go again tomorrow night."
"I implemented what I learned in Austin and won an additional $30,000+ of business inside 1 month. Without this workshop, I simply would not have closed those clients."
Your hosts in Fort Worth.
Three operators teaching the room: a growth strategist who's built the playbook, the founder of the operating system hundreds of estate planning firms run on, and a seven-figure attorney who closes double-digit clients every month.
Simon Turnbull
Simon is the growth partner behind ambitious law firms across North America — building the marketing engines, sales systems, and fractional C-suite operations that move firms to seven-figure operator. 20+ years in sales and marketing for global brands, now helping firm owners take more home to their families.
Bonnie Faucett
Bonnie is a retired estate planning attorney and three-time founder (two exits) behind Legacy Architects, The $50K Solo, and the Legacy App — programs and software that have helped 600+ attorneys build efficient, profitable practices. Army wife, mom to seven, two-time author.
Isaiah Cureton
Isaiah runs a seven-figure estate planning practice and teaches the exact consultation, close, and follow-up scripts he uses with prospective clients every week. Live role-play, no theory. Isaiah aims to help you close faster to buy back your time.
Hotel Drover.
The Fort Worth Stockyards.
Two days in the most cinematic Western district in America — twice-daily longhorn cattle drive on Exchange Avenue, Billy Bob's, historic brick, and Hotel Drover†: a Marriott Autograph property built for cowboys with taste. This is a working retreat wrapped in something memorable.
Hosted at Hotel Drover in the Fort Worth Stockyards (venue pending final confirmation — all confirmed attendees will be notified of any change at least 30 days prior).
Photos: Hotel Drover† (hoteldrover.com).
The details.
Hosted at Hotel Drover in the Fort Worth Stockyards (venue pending final confirmation — all confirmed attendees will be notified of any change at least 30 days prior).
Your 12-month upside.
Drag the sliders. See exactly what a few extra signed clients per month does to your year — and how fast the workshop pays for itself.
Andrew Hereza added $30,000+ in new fees inside 4 weeks after Austin Cohort 01. This is the math behind that.
*Illustrative. Results vary by attorney, market and practice. Not a guarantee of earnings.
Two ways in.
One outcome.
Recouped with one or two additional clients in the next 12 months.
- Full 2-day workshop in Fort Worth (Oct 7–8)
- All frameworks, role-plays & live coaching
- Save $500 vs. payment plan
- Limited to 24 attorneys — small-room access to the hosts
- Same workshop, same cohort, same content
- Spread the investment over 4 months
- First payment secures your seat
- Limited to 24 attorneys — small-room access to the hosts
Payments are processed securely by Stripe. Seats are non-refundable but fully transferable to use in any other Headline Act training workshop within 12 months of this event. Headline Act is not responsible for refunds of travel, lodging, or any other expenses incurred by attendees in connection with this event. Attendees who cancel less than 30 days before the event are responsible for the full cost of their hotel room. Attendance at all workshop events, socials, and off-site activities is at your own risk.
Precursor Day — Lead Generation.
Hosted by Simon Turnbull & Bonnie Faucett
A full day introducing the lead-generation system that moves estate planning firms from low six-figures to mid six-figures — and from mid six-figures to seven. Simon walks through the marketing and lead-gen playbook. Bonnie covers the intake and drafting systems that protect margin as volume grows, so your firm doesn't break when sales lift.
Designed to sit perfectly in front of the main sales workshop — but optional, and can be taken on its own.
The 2-day workshop teaches you how to close in the room. If you don't have a room yet — no live seminars, webinars or community events running — Precursor Day is essential. It gives you the lead-gen foundation so the sales training has something to plug into.
- A clear view of a marketing engine that fills seminars and consults without paying for empty rooms
- An overview of the lead-gen playbook used across Headline Act's client firms
- An introduction to the intake and drafting systems Bonnie has installed across 600+ estate planning firms inside Legacy System
- A clear path — should you choose to follow it — from low six-figures to mid six-figures, or mid to seven
VIP 90-Day Accelerator.
Kicks off with a live VIP Day at Hotel Drover†
A 90-day implementation program — not another workshop. Kicks off with a live VIP Day on Oct 9 at Hotel Drover† in the Fort Worth Stockyards, then continues with live coaching across 5 modules over the following 90 days. You walk away with a 12-month framework to double the size of your firm (or hit a target annual revenue growth %) across sales, marketing, product, leadership, operations and cash flow — and the live coaching to make sure the plan actually gets implemented.
Simon is a licensed coach of the Small Business Flight School framework created by Donald Miller. The Accelerator includes the live VIP Day plus live coaching calls across 5 modules in the 90 days following the event.
Taken
- LeadershipSet a clear mission, define the roles around you, and lead the firm to strategic, economic wins.
- MarketingSharpen your messaging, build a sales funnel that converts, and run lead generators that fill the calendar.
- SalesInstall the systems — scripts, follow-up, pipeline — that turn qualified leads into signed engagements.
- ProductsLaunch and refine the offers clients actually want, priced and packaged to be genuinely profitable.
- Overhead & OperationsStreamline the back-office, cut wasted spend, and protect margin as the firm grows.
- Cash FlowManage cash with intent so the firm has the stability to grow — and the runway to keep growing.
Or 4 monthly payments of $1,375 ($5,500 total). Limited to 16 attorneys.
Bring Your Co-Pilot.
Some attorneys get the most out of the workshop by bringing the person who'll actually run the systems with them — a CSD, paralegal, spouse or ops lead. Pick the days that matter. Co-Pilot seats must be added to a confirmed attorney ticket.
- Sit in on the lead-gen day they'll actually run
- Learn the systems for filling your calendar
- Leave with the playbook to execute on Monday
- Every script, role-play and follow-up sequence
- The discovery + close framework they'll deliver with you
- Aligned on language so nothing gets lost in translation
- In the room as the 12-month firm plan is built
- Ownership of the operational pieces from day one
- Strategic context most ops leads never get
Co-Pilot seats are capped to protect attorney seats — first come, first served. A Co-Pilot ticket requires a confirmed attorney registration. Non-refundable but fully transferable to any other Headline Act training workshop within 12 months. To book, email simon@headlineact.co — payment links will be live here shortly.
Asked & answered.
Is this only for estate planning attorneys?+
Yes. The frameworks, examples, role-plays and scripts are built specifically for estate planning practices. We keep the room niche on purpose.
I've taken sales training before. How is this different?+
Most sales training is built for SaaS reps or financial advisors. This is built for attorneys, by people who have sold legal services. You leave with the exact words to use on your next discovery call.
What if I can't make it after I've paid?+
Seats are non-refundable but fully transferable to use in any other Headline Act training workshop within 12 months of this event.
Will you run this in other cities?+
Fort Worth is Cohort 02. Austin was Cohort 01 in March 2026. We're always reviewing new cities, but pricing may change — Fort Worth is the next opportunity to lock in this rate.
How fast will I see ROI?+
Our Austin alumnus added $30K+ in new fees within 4 weeks. Results vary by attorney and practice, but you are likely to only require 1–2 new engagements to recoup the cost of the workshop fee.
24 seats. Two days in the Stockyards. Six figures of upside.
If you sign one extra client this year because of what you learn, the workshop has paid for itself. Most attorneys should sign several more clients, every month.
Reserve your seat →