What you'll learn inside Hollis.

Courses across four areas of running an estate planning practice, plus short lessons for busy weeks and a training course for your new hires. Here's a look at what's inside.

Become a founding member See pricing

The courses

Four areas. A sample from each.

01

Everyday Super Intelligence

From your first prompt to drafting and administration workflows, with client data kept protected.

Claude 101, 201, and 301

Prompt Engineering Masterclass

Super Intelligence for Trust Drafting and Document Automation

Super Intelligence for Probate Administration

02

Marketing

Bringing in the right clients, with the ethics rules attorneys have to follow built in.

Referral Marketing Systems

Email Marketing That Complies

LinkedIn for Licensed Professionals

Google Ads for Professional Services

03

Practice Operations

The systems, numbers, and people that let a practice run without you holding every piece.

Standard Operating Procedures and the Self-Running Practice

Running an Efficient Practice: Workflow and Systems Thinking

The Numbers That Run Your Practice

Onboarding That Wows

04

Technology and Tools

Choosing, setting up, and connecting the software your practice runs on.

CRM Selection and Setup for Professionals

Document Management Done Right

E-Signature and Client Portal Basics

Automating Your Firm With Zapier and Make

Plus more in every area, and new courses added as they're released.

Included with membership

The 5-Minute Lesson Library

Twenty-eight short lessons, each under five minutes. One idea per lesson, and one thing you can do today. Built for the weeks when a full course won't fit.

Join to get access

For your staff · Sold separately

Estate Planning Paralegal Foundations

For new hires with strong administrative skills and no estate planning background. About a week to complete alongside regular work, with quizzes and a certificate of completion. Members get a discount.

Learn about the course