What is the Probate Pathway LIVE Series?
For the first time ever, we’re opening up a LIVE, interactive version of the Probate Pathway system—designed for estate planning attorneys who want to confidently break into probate or scale their existing probate practice the right way. This is not just another passive course. This is 3 high-impact Zoom sessions taught live by founder Gary Winter walking you through all 12 stages of the probate process—start to finish—with real-world application, live Q&A, and implementation tools to build a profitable probate practice. *** PRICE GOES UP $1,000 TO $2,500 ON 11/14 ***
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.
Why Do Estate Planning Attorneys Need Probate Pathway?
Probate Pathway is a comprehensive 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.
3 Live Interactive Sessions via Zoom ($3,000 Value)
Walk through the Probate Pathway LIVE with Q&A, coaching, and live examples.
Full Access to the Probate Pathway On-Demand Course ($600 Value)
12 core modules, lifetime access, templates, checklists, SOPs.
Summary Probate System ($400 Value)
A faster-track course for simple estates—includes videos + asset library.
Live Session Dates:
Session #1: Marketing, Intake & Sales - 11/18/25 We’ll dive into proven strategies for generating probate leads, qualifying them efficiently, and guiding potential clients from first contact to signed engagement. Learn how other firms are implementing the Probate Pathway’s sales and intake systems to save time, reduce no-shows, and close more high-value probate cases. Whether you're struggling with inconsistent leads or intake follow-through, this session will show you how to create a predictable pipeline to fuel your probate growth. Session 2: Stages 1-5 - 12/2/25 Join us for session 2 in our 3-part live series designed to help attorneys confidently navigate the probate process. Learn practical strategies, common pitfalls, and get a firsthand look at how law firms are implementing the Probate Pathway system of task lists, processes and procedures to streamline cases and grow their probate practice profitably. 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 Session 3: Stages 6-11 - 12/2/25 Join us for our final session in this 3-part live series where we’ll walk through the last stages of the probate process—from managing creditor claims to final distribution and closing the case. Discover how the Probate Pathway helps law firms streamline the endgame of probate, reduce delays, and close files efficiently and profitably. 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 - 12/9/25 *** PRICE GOES UP $1,000 TO $2,500 ON 11/14 *** 🛑 Spots are limited to keep sessions interactive. This is the only live walkthrough we plan to offer. 👉 Click “Enroll Now” to reserve your seat.
BONUS: “Earn It Back” Guarantee
Complete all 3 sessions and pass your certification, and you’ll earn a $1,200 credit toward your first year of Probate Pathway Membership. That means this live series could pay for itself by graduation.
Who This Is For
Estate planning attorneys who want to confidently add probate as a service.
Newer probate lawyers who want a system that works.
Solo or small firm owners tired of winging it case by case.
Enroll Today to Save $1,000 💰
PRICE GOES UP TO $2,500 ON 11/14
Meet Gary Winter
Gary is the Founder/CEO of Lawvex and Probate Pathway. He has over 19 years of experience in business, estate and real estate matters in Central California. He has experience as a real estate broker, business broker, and real estate appraiser. He is a sought-after speaker and podcast guest on cloud-based and decentralized law practice management, marketing, remote work, charitable giving, solar, and cryptocurrency. Mr. Winter is an Adjunct Faculty member and Professor of Legal Technology at San Joaquin College of Law, a member of the Board of Directors of the Clovis Chamber of Commerce and the Clovis Way of Life Foundation and a licensed airline transport pilot.
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
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
Enroll Today to Save $1,000
PRICE GOES UP TO $2,500 ON 11/14