Earn an extra $200K+* in estate planning fees
in the next 12 months.
A 2-day, in-person sales intensive in the Fort Worth Stockyards — improve your sales skills without becoming "salesy." And learn the exact conversations and closing frameworks the country's fastest-growing estate planning attorneys use to turn more seminars & meetings into signed clients.
From $10K/mo to $40K/mo.
Andrew Hereza is an estate planning attorney in Saginaw, MI. After Austin Cohort 01, he implemented our lead-gen system and sales training — and 4×'d his monthly revenue. Hear it in his own words before you read another line.
Watch 5 more attendees →Stop quoting.
Start closing.
This isn't a marketing workshop and it isn't a mindset retreat. It's two days rebuilding the three skills that separate a busy estate planning attorney from a thriving firm owner — selling without sounding like a salesperson, turning seminars and first meetings into signed clients, and stepping out of the bottleneck before growth eats you alive.
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.
The essentials every estate planning firm owner needs before scaling past you — what to stop doing, what to protect, and the role you actually need to play once the calendar fills up.
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 6 weeks after Austin Cohort 01. This is the math behind that.
*Illustrative. Results vary by attorney, market and practice. Not a guarantee of earnings.
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.
Who this is for.
We keep cohorts small on purpose. Before you reserve a seat, make sure you're in the right room.
- Want to grow from low/mid six figures toward $500K–$1M+
- Run consults, seminars, webinars, or discovery calls
- Know you could close more if the conversation was better
- Have 1–3 staff or are preparing to hire support
- Want to raise fees without becoming pushy or salesy
- General practice firms
- Attorneys not focused on estate planning
- People looking for passive CLE-style training
- Firms unwilling to role-play or implement
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.
The details.
Two ways in.
One outcome.
Recouped with just one or two additional clients in the next 12 months.
- Full 2-day workshop in Fort Worth (Oct 14–15)
- All frameworks, role-plays & live coaching
- Save $500 vs. payment plan
- Limited to 30 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 30 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.
Foundations Day — Lead Flow & Ops Readiness.
Hosted by Simon Turnbull & Bonnie Faucett
A full day in two halves. In the morning, Simon walks through the lead-generation playbook that fills seminars, webinars and consults without paying for empty rooms. In the afternoon, Bonnie teaches the intake, drafting and operational systems she's installed across 600+ estate planning firms inside Legacy System — so when sales lift from the workshop, the firm behind you doesn't break.
Designed to sit directly in front of the main sales workshop. Optional, but the firms most likely to enjoy success from the sales training workshop are the ones whose lead flow and operations are ready to absorb it.
The 2-day workshop teaches you how to close in the room. If you don't yet have a room to close in — no live seminars, webinars or community events running — or if your intake and drafting can't yet absorb a step-change in new clients, Foundations Day is the prerequisite that makes the workshop land.
- Simon's lead-gen engine for filling seminars, webinars and consults — without paying for empty rooms
- The lead-gen playbook used across Headline Act's client firms to take revenue from low-six to mid-six, and mid-six to seven
- Bonnie's intake, drafting and operational systems — refined across 600+ estate planning firms inside Legacy System — so growth doesn't break the firm
- 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 in Fort Worth
A 90-day implementation program — not another workshop. Kicks off with a live VIP Day on Oct 16 in Fort Worth, 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.
Request a fit call.
Tell us about your firm in a 30-minute call. If Fort Worth is a fit, we'll walk you through the Sales Training and VIP 90-Day Accelerator and help you choose the right path. If it's not the right fit, we'll tell you that too.
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 6 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.
30 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 →