After years of handling estate planning matters from the first client conversation through signing and funding, we became convinced there had to be a better way to practice—one that was more consistent for the lawyer, more understandable for the client, and far less dependent on reinventing the process with every new matter.

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So we built one: the Skyward Method™.

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The Skyward Method is the system we use at Skyward Trusts to guide clients through the entire estate planning process—from intake and education through design, drafting, review, signing, and funding. It brings together thoughtfully designed workflows, client education, communication systems, templates, and practical tools so that every step has a purpose, a process, and a clear next action.

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The result is a practice that is more structured and scalable for the professionals delivering the work—and an experience that feels remarkably clear and intentional to the families we serve.

 

And because we believe the system we’ve built at Skyward can help other estate planning lawyers build better practices too, we now make the Skyward Method available to other attorneys.

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If you’re an estate planning lawyer looking for less reinvention, fewer operational headaches, and a better way to guide clients from first contact through a properly funded plan, we’d love to show you how the Skyward Method works.

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