Secure Your Estate Planning Firm’s Future.
Discover the Formula.
Unlock the proven systems and strategies that built an eight-figure estate planning powerhouse, designed to capitalize on an AI-driven future and prosper amidst industry shifts.
Upcoming Events
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F3 Mastermind
Fall 2025
Join us for 3 days of insight, connection, and action at the F3 Mastermind. Designed for those ready to get to the next level, this immersive event tackles to biggest hurdles you’re facing in a hands-on workshop that will fuel real results for your firm.
Get a sneak peek at our insider secrets exclusively for estate planning attorneys. 👇
Curious how Rod Yancy, CEO of the national estate planning firm Oath, built an eight-figure powerhouse from the ground up? It wasn't magic; it was a formula.
In this free, exclusive email lesson series, Rod pulls back the curtain and shares the exact strategies and systems that allowed Oath to thrive.
You’ll discover:
✓ How to run a high-profit firm without unnecessary overhead
✓ Leverage the right technology to save time and cut costs
✓ Strategies for effectively communicating the value of estate planning
✓ And more
“I spend far less time worrying about the paperwork and the law, and instead I can be more client-focused.”
Nathan | Phoenix, AZ
Estate Planning Attorney
“[The Formula] is so much better than what I used before. It was a clunky process. Now, I have control over everything.”
Seth | San Diego, CA
Estate Planning Attorney
“I tell everyone I know at other estate planning firms that they need it.”
Demi | Austin, TX
Estate Planning Attorney
The F3 Mastermind Event
Get to the next level faster — without working yourself to death. The Formula identifies what’s holding you back and rapidly accelerates your growth.
You’ll Eliminate ❌
You’ll Gain ✅
Growth roadblocks that stall your firm’s potential
Proven growth strategies to scale profitability without burnout
The exhausting grind of working in your business instead of on it
Real-world insights from attorneys who’ve transformed their careers
The guesswork of scaling your practice alone
High-performing tools to streamline workflows and boost efficiency
Join estate planning attorneys across the country that are helping thousands of clients each year.
Real Results for Attorneys Using The Formula
Trending Now on the F3 Blog
From F3 Founder Rod Yancy
My life's work, including building Oath into a leading estate planning firm, has been driven by a core belief: life is short, and we should all embrace our unique paths to achieve our fullest potential. This personal mission, born from years as an attorney and entrepreneur, is the very foundation of Firm Future Formula (F3). I firmly believe you can practice law and achieve incredible work-life balance, without working yourself to death.
I've learned that truly successful firms aren't built by chance; they're built with a clear formula for sharing knowledge and consistently pursuing growth. This has been the secret to my own success and the common thread connecting every thriving estate planning attorney I've had the privilege to work with.
It doesn't matter where you're starting from. Whether you're a new attorney looking to build a practice, an established one seeking momentum, or aiming to scale your existing firm, F3 is here to guide you.
My team and I have distilled the strategies and systems that allowed Oath to scale to a successful national estate planning firm. F3 is built to help you grow as an attorney, supply you with the essential resources you need to scale, and guide you through the implementation until the dream you have for your life and firm truly becomes real.
Your Questions, Answered
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The Formula is a complete growth framework built from the systems and strategies that scaled an eight-figure estate planning firm. It’s not theory — it’s the exact process that works in today’s AI-driven, rapidly changing industry, so you can grow with confidence and without the fear of the unknown.
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It doesn’t matter if you’re already an estate planning firm owner or if you’re currently in a different practice area. If you want to increase profitability, free up your time, and stay ahead of industry shifts, this was built for you. Whether you’re just getting traction, breaking into a new industry, or running an established practice, you’ll find strategies you can implement immediately.
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Not at all. We break everything down into step-by-step, attorney-friendly action plans. No MBA necessary — just proven systems and attorney-friendly software you can put to work without a learning curve.
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Most programs in the industry give you one-size-fits-all advice (or platitudes) without a clear plan that’s built to scale. The Formula and our accompanying software is 100% tailored to the estate planning industry, created by attorneys who’ve been in your shoes. Every strategy has been tested in real firms, so you skip the trial-and-error and get straight to what works.
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Many attorneys notice more efficiency, better client flow, and higher profitability within weeks of applying our strategies. Long-term growth follows as you keep implementing — but the first wins often happen fast.
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Our Oath Collective program is built for estate planning attorneys that want additional support after the event concludes. You’ll get hands-on support to help you grow (or build) your firm every step of the way. From hiring to closing clients — we have your back.
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Start small. You can join our free email lesson series or attend an upcoming event to see how F3 works. Once you experience the value, you’ll know you’re ready for the next step.
Ready to start your firm’s next chapter?
Whether you want to grow your reach, increase your income, or finally get the work / life balance you’re looking for, F3 can help you get there faster.