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.
Subscribe to Firm Future Formula.
Learn how to scale to an eight-figure firm with this exclusive email series.
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
“[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 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
“I tell everyone I know at other estate planning firms that they need it.”
Demi | Austin, TX
Estate Planning Attorney
The Formula
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 Gain
Proven strategies to scale your profitability
Insights from attorneys that have successfully transformed their careers
High-performing tools to optimize your workflow
You’ll Eliminate
Obstacles hindering your firm's growth
The exhausting daily grind of constantly working in your business
The uncertainty of trying to scale your estate planning practice on your own
Join estate planning attorneys across the country that are helping thousands of clients each year.
Real Results for Attorneys Using the F3 Formula
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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.
