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AgingOptions
Stop competing on price with every other will-and-trust shop. Position yourself as a LifePlanner — the attorney who actually coordinates the whole picture.
Every former client who signed documents five years ago is now five years closer to needing them — and is a candidate for a real plan. LP5 gives you the reason to call.
Higher fee agreements over basic estate plans — and share in revenue from every workshop, workbook, and digital tool you place with your clients.
You attend the same Discovery Workshop your clients will — so you know exactly what they experience — plus a professional module covering how to introduce, sell, and integrate LP5 into your existing practice.
Templates we use in our own practice — intake forms, email sequences, CRM workflows. Adapt them to your brand and start enrolling clients without rebuilding from scratch.
You earn from two directions — higher fees for delivering plans that actually work, plus a share of every workshop, workbook, and product your clients buy from us along the way.
Monthly cohort calls with Rajiv and the team to work through what's coming up in your practice. Direct email and phone access in between — real conversations, not ticket queues.
We run the workshop. Your client learns the LifePlanning framework and starts thinking about retirement as more than just documents.
Your client works through a personal workbook — health, housing, finance, legal, family — building their Roadmap one pillar at a time.
A trained LifePlanner walks the Roadmap with your client over Zoom, surfaces gaps, and refines recommendations before legal work begins.
We facilitate a recorded family meeting that aligns your client's agents — adult children, healthcare proxies, financial agents — with the plan before they ever have to use it.
All legal work, all legal advice, and the client relationship stay with you. AgingOptions provides only what sits outside the legal scope — education, coordination, family facilitation.
What changes isn't your role; it's your client's clarity about the outcomes their plan needs to deliver.
Rajiv entered elder law after watching firsthand how unprepared families become during a late-life health crisis — loved ones struggling through caregiving decisions, long-term care costs, and fragmented professional advice.
He built LP5 around three goals: help retirees avoid institutional care, avoid burdening loved ones, and avoid running out of money — by integrating legal, financial, housing, healthcare, and family planning into one coordinated strategy designed for the realities of aging.