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What Is the Probate Pathway™ LIVE Workshop?
This is not a passive course. This is a live training as well as a live, firm-level probate operating system install. We’re teaching the Probate Pathway™ Operating System LIVE, walking attorneys and their teams through how probate is actually structured, managed, and executed inside Lawvex, from intake through case closure. This workshop replaces trial-and-error with clarity. You will learn how probate is architected as a system, where most firms break down, how roles, stages, and workflows fit together, and how to actually run probate day-to-day.
Live Sessions and On-Demand Video Modules: Detailed tutorials that walk you through every stage of probate from intake to closing.
Case Templates: Ready-to-use forms, checklists, and workflows that save you hours on each case.
Advanced Techniques: Learn how to handle family dynamics, manage client expectations, and avoid costly errors.
Register Today - Limited to 10 Spots Only
Our next Probate Pathway™ LIVE: Operating System Training & Implementation Workshop begins on March 17, 2026. This workshop is intentionally capped at 10 firms maximum so we can keep it highly interactive, implementation-focused, and valuable for every attendee.
$1,500.00
Why Do Estate Planning Attorneys Need Probate Pathway?
Probate Pathway is a comprehensive operating system that helps you streamline probate cases, mitigate client disputes, reduce delays, and ensure compliance without sacrificing quality. Our 12-stage system will give you the exact tools, templates, and workflows you need to take control of your cases and reduce the complexities of probate law. By implementing this proven method, you’ll be able to eliminate bottlenecks, minimize family drama, and increase client satisfaction all while reducing your stress and improving your reputation. Our detailed checklists and step-by-step guidance help you avoid costly errors and stay fully compliant.
Two Live Interactive Sessions via Zoom ($3,000 Value)
Walk through the Probate Pathway LIVE with Q&A, coaching, and examples then implement with guided, live install of the Probate Pathway™ Operating System.
Full Access to the Probate Pathway On-Demand Course ($1,000 Value)
12 core modules, limited time access, templates, checklists, SOPs.
Summary Probate System ($500 Value)
A faster-track course for simple estates—includes videos + asset library.
Live Session Details, Dates, and Times:
🗓️ TUESDAY, MARCH 17, 2026 - 12:00 PM PST / 3:00 PM EST Session 1: Learn the Pathway System and a Live Walkthrough of Google Business Profile and Google Local Service Ads This session is focused on clarity, architecture, and alignment. We’ll walk through a high-level, end-to-end view of the Probate Pathway Operating System — how the entire probate lifecycle fits together, the logic behind each stage, and why most firms experience delays, bottlenecks, and chaos. You’ll learn: • The full Probate Pathway Operating System and lifecycle • The stages, structure, and flow of a profitable probate practice • Where probate cases commonly stall — and how firms remove friction • How marketing, intake, operations, and staff responsibilities connect into one system • What needs to be installed inside your firm to operate probate “on time and on budget” By the end of Session 1, you’ll clearly understand what the system is, why it works, and what must be implemented inside your firm to run probate with confidence. Bonus: Live Marketing Walkthrough In addition to the system overview, Tyler (CMO) will lead a live walkthrough of Google Business Profile and Google Local Service Ads (LSA). This includes: • How to properly set up and optimize your Google Business Profile • How Google Local Service Ads work for probate and estate planning • How to launch probate-focused LSA campaigns • Best practices for intake and follow-up to convert leads efficiently This live walkthrough is designed to help you activate probate lead generation immediately, not weeks or months later. 🗓️ TUESDAY, MARCH 24, 2026 - 12:00 PM PST / 3:00 PM EST Session 2: Install the Probate Pathway Operating System This is a hands-on implementation workshop designed to turn understanding into execution. Session 2 is where the Probate Pathway moves from concept to installed operating system inside your firm. Led by Tisha English, COO, this working session focuses on the real mechanics of running probate day-to-day — not theory, not hypotheticals, and not surface-level advice. We’ll focus on: • Adapting the Probate Pathway SKU to your firm’s structure and capacity • Translating the Pathway stages into clear procedures and task lists • Integrating workflows into your current operations and staffing model • Customizing internal documents, checklists, and process flows • Clarifying roles: what attorneys do vs. what staff handles at each stage • Answering firm-specific operational and implementation questions live What Makes This Session Different This is not a lecture. This is a working session designed to help you leave with: • A clear operational blueprint for your firm • A practical plan for implementation (not “someday”) • Confidence that the system can actually be run by your team • Alignment between attorney leadership and operations Tisha will walk through how the Pathway is actually run inside Lawvex, including how teams stay on track, avoid bottlenecks, and keep probate moving forward without constant firefighting. The Outcome By the end of Session 2, you will have: • A customized version of the Probate Pathway installed for your firm • Clear next steps for implementation and rollout • Shared language and expectations between leadership and staff • A system your team can execute consistently — without dependency This session ensures the Pathway doesn’t stay “in theory” — it becomes how your firm operates probate going forward. 👇 The Probate Pathway Stages 👇 Intro Stage: Marketing, Sales, & Intake Stage 1: Welcome, Gather Data, Heir/Beneficiary Search, Get Client Pre-Qualified for a Bond. Stage 2: Drafting & Filing The Initial Petition Stage 3: Filed Petition to Initial Hearing Data Stage 4: Appointment to Filing A Bond & Estate Account Management Stage 5: Inventory & Appraisal of Assets Stage 6: Selling Personal Property Stage 7: Selling Real Property Stage 8: Creditor Claims Stage 9: First & Final Account Report & Hearing Stage 10: Distribution of Assets & Discharge Stage 11: Closure of File
BONUS: “Earn It Back” Guarantee
Attend each session LIVE, complete the on-demand course, and pass your certification inside of our community, and you’ll earn a $1,200 credit toward your first year of Probate Pathway Membership. That means this live series could nearly pay for itself by graduation.
Who This Is For
Estate planning attorneys who want to confidently add probate as a service.
Existing probate firm owners tired of winging it case by case and who want a proven system that works.
Your firm's leadership, paralegals, or any support staff. This is not academic theory.
Register Today - Limited to 10 Spots Only
Our next Probate Pathway™ LIVE: Operating System Training & Implementation Workshop begins on March 17, 2026. This workshop is intentionally capped at 10 firms maximum so we can keep it highly interactive, implementation-focused, and valuable for every attendee.
$1,500.00
Meet Your Main Speaker: Gary Winter
Gary Winter is the Founder and CEO of Lawvex and Probate Pathway, with over 19 years of experience in business, estate, and real estate matters throughout Central California. Law is Gary’s second career — he was an airline pilot before 9/11 changed his path and led him to law school. The airlines taught him the power of checklists and systems, which became the foundation for how he practices law today. After losing his mother at 19, Gary was drawn to estate planning and probate, helping clients through what he once experienced himself. He built Lawvex to take the “vexing” out of law by delivering speed, efficiency, value, education, compassion, and transparency. Through hundreds of probate cases (and many lessons learned), Gary and his team developed the Probate Pathway — a proven, systemized workflow that guides clients and staff like a Sherpa leading climbers to the summit of Mount Inheritance. As other attorneys began asking to use the system, Gary realized that sharing the Probate Pathway could multiply his mission to make law less frustrating — not just for clients, but for firms everywhere.
Meet Your Co-Host & Speaker: Tisha English
Tisha English, Probate Chief Operations Officer and Master Pathway Sherpa - Tisha joins us with over 14 years of experience as a probate legal assistant, paralegal, and COO at Lawvex managing the administrative side of the probate practice area group. Tisha has been part of the Pathway from the beginning. Her superpower is systems, workflows, process and procedures. Tisha runs the monthly Ops coaching calls & will interact on the Community in Ops Channel.
Meet Your Co-Host & Speaker: Tyler Auerbacher
Tyler Auerbacher, Probate CMO and Master Marketer - Tyler joins us with a decade of paid ads and marketing agency ownership experience. Tyler’s superpower is generating clicks on ads. Tyler runs the monthly marketing call for the Partner members and will generate probate leads for you as personal probate CMO. Tyler will also run our initial Referral Ambassador program.
How and Why Probate Pathway Was Created (From Gary)
I didn’t go to law school to be an estate lawyer, but I was a kid that lost a parent at a very young age, when my mother passed away from cancer when I was just 19. So as I started practicing law, estate planning and probate cases seemed to just find me because clients really connected with my story. I built a solo practice then I branded my law firm as “Lawvex” because my mission was to take the frustration (the “vex-ing” part) out of the experience of law for clients, attorneys and staff. We carry out that vision by delivering speed, efficiency, value, education, compassion and billing transparency to our clients. Over the years Lawvex has grown to serve a regional network across California with three office locations and nearly $4,000,000 in gross revenue. At Lawvex, we have done hundreds (maybe thousands now?) of probates and made hundreds upon hundreds of stupid mistakes in probate as we built out checklists, then systems, then stages, and more as we learned how to deliver speed, value and efficiency in probate for our clients, attorneys and staff. I learned that leads and prospective clients just connected more with the terms “Probate Pathway” than they did with my law firm name. It inspired them and gave them a visual of our attorneys as their “Sherpa” guides, with them as the mountain climber and the summit of Mount Inheritance. Lawyers are the sage guides who have walked the Pathway hundreds of times. We know all the pitfalls and the shortcuts. The client just had to follow our lead. The Probate Pathway analogy became a powerful tool to set, and then exceed, clients’ expectations. The Probate Pathway workflow and system became a critical tool to effectively manage our fully remote workforce of VA’s and paralegals that work literally all over the country and in other countries, to ensure that probate was completed quickly for the client and profitably for the firm. About 18 months ago, my friends and probate attorney colleagues heard about it and began to ask about Pathway - “hey can we buy that from you?”. I realized that my vision of taking the frustration out of law could only reach so many attorneys, clients and staff if I kept the secret sauce of how we do it to myself and the team at Lawvex. If I shared the Probate Pathway with other probate attorneys, my vision could be achieved 10x! So here we are!
What people are saying
I completed the Probate Pathway Live program and am continuing to work with this team, and it’s been a great investment in our probate practice. The training is practical, well-organized, and focused on real systems and implementation, not just theory. It’s designed for attorneys working with probate in any state, which made it easy to apply to our firm. If probate is part of your practice or something you want to grow, this program is absolutely worth a look.
Ventura, CA
Probate Pathway provided me with a clear, step-by-step approach to move cases quickly and efficiently, while maintaining the high standards my clients expect. I’ve seen a significant improvement in client satisfaction and even reduced the number of disputes I have to mediate. The tools and resources provided are priceless, and I can honestly say my practice is thriving now more than ever.
Fresno, CA
Before I found Probate Pathway, managing multiple probate cases at once was overwhelming. The delays, constant back-and-forth with families, and fear of missing crucial details kept me up at night. But this system completely changed the game. I now have a streamlined process that ensures I don’t miss a step, and I’m able to handle more cases without sacrificing quality.
Clovis, CA
Probate Pathway is a must have for EP/Probate attorneys but it’s equally as valuable for any support staff, paralegals, or virtual assistants!
Tampa, FL
Register Today - Limited to 10 Spots Only
Our next Probate Pathway™ LIVE: Operating System Training & Implementation Workshop begins on March 17, 2026. This workshop is intentionally capped at 10 firms maximum so we can keep it highly interactive, implementation-focused, and valuable for every attendee.
$1,500.00