Скачать или смотреть Inside the Mind of a Legal Disruptor: Paul Yokabitus on Planning, Scaling, and Serving

In this episode of Estate Planning Nightmares...and How to Avoid Them, I sit down with Paul Yokabitus — a powerhouse estate planning attorney and entrepreneur based in Cary, North Carolina.
Paul is the founder of Cary Estate Planning, one of the fastest-growing law firms in the country, as well as PlanWell Legal, Discovery Legal Marketing, and Elite Planner. We talk about his journey from Michigan to the Triangle, how he scaled a firm from scratch to 40+ team members, and the “nightmare scenarios” he helps families avoid every day.


You’ll hear:
• One of the biggest estate planning disasters Paul has ever seen (and how to prevent it)
• Why his firms operate with no upselling and no surprises
• How automation, client-first processes, and flat-fee transparency are changing the industry
• The one thing attorneys should stop doing if they want to grow their firm


Whether you're a family needing peace of mind or an attorney looking to better serve your clients, this conversation will leave you inspired — and ready to take action!


🔗 Learn more about Paul’s work:
⁠www.caryestateplanning.com⁠

⁠www.planwell.legal⁠

⁠www.eliteplanner.com⁠

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⁠www.discoverylegalmarketing.com⁠