Upcoming Events

F3 Mastermind

Coming 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 estate planning firm.

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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

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Real Results for Attorneys Using The Formula

Case Studies
Vaishali: From Endless Tasks to Empowered Practice
Vaishali: From Endless Tasks to Empowered Practice

Running her own litigation firm left Vaishali overwhelmed and far from the meaningful work she set out to do. At Oath, she found the support, tools, and focus she needed. “Clients walk away happy—and I feel like I’ve truly helped,” she says. With better balance and real impact, estate planning became the career she always hoped for.

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Sephora: Ditching Courtroom Chaos for Estate Planning
Sephora: Ditching Courtroom Chaos for Estate Planning

After long, draining weeks in criminal defense, Sephora sought a better way to practice law. Joining Oath and adopting the F3 Method gave her exactly that—cutting 25 hours from her workweek, improving her well-being, and reigniting her passion for helping people. “I smile more,” she says. Now, with supportive training, intuitive tech, and meaningful client relationships, Sephora has found a fulfilling legal career that works with her life, not against it.

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Jonathan: From Burnout to Balance with the F3 Method
Jonathan: From Burnout to Balance with the F3 Method

Logging 60+ hours a week in commercial litigation left Jonathan burnt out—until he found Oath. Through the F3 Method, he cut his hours, reduced stress, and gained confidence in a focused estate planning practice. “Now I’m doing one thing, and I’m getting really good at it,” he says. With intuitive tech, strong training, and a supportive culture, Jonathan found more time, more purpose, and a career that finally fits.

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Your Questions, Answered

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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 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.

Let’s Get Started