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.
You’ll Gain ✅
✔ Proven growth strategies to scale profitability without burnout
✔ Real-world insights from attorneys who’ve transformed their careers
✔ High-performing tools to streamline workflows and boost efficiency
Why The Formula?
You’ll Eliminate ❌
✘ Growth roadblocks that stall your firm’s potential
✘ The exhausting grind of working in your business instead of on it
✘ The guesswork of scaling your practice alone
Learn the Formula.
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Apply Strategies.
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Scale your Firm.
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Learn the Formula. » Apply Strategies. » Scale your Firm. »
Ready to get started?
Check out upcoming events and find a mastermind event near you.
“[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
“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
Learn the insider secrets exclusively for F3 subscribers. 👇
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 the unnecessary overhead
✓ Leverage the right technology to save time and cut costs
✓ Strategies for effectively communicating the value of estate planning
✓ And more
Real Results for Attorneys Using F3
Expand Your Reach, Amplify Your Impact
Serve more families, strengthen your practice, and join attorneys nationwide making a real difference.
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.
Frequently Asked Questions
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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 clarity.
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If you own or run an estate planning firm and 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 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 coding, no complicated software — just proven systems you can put to work without a tech learning curve.
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Most business programs give you one-size-fits-all advice. The Formula 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 the strategies. Long-term growth follows as you keep implementing — but the first wins often happen fast.
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Absolutely. You’ll have continued access to resources, updates, and a supportive network of attorneys who are on the same path — so you’re never implementing alone.
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Start small. You can join our free email lesson series or attend an upcoming event to see how The Formula works. Once you experience the value, you’ll know you’re ready for the full program.
Ready to Expand Your Reach?
Whether you want to grow your client base, increase your income, or amplify your impact, F3 can help you get there faster.