The Probate Pathway Community

How To Join Our Community

After completing Probate Pathway Live, attorneys may continue inside the Probate Pathway ecosystem through a single-tier membership designed for ongoing implementation, alignment, and system access.

This membership is not a coaching program or consulting service.

It is the required operating layer for firms that want to actually use Probate Pathway in practice.

Probate Pathway Community Membership

Price: $297/month

(annual option available per request)

Membership Includes

Full access to the Probate Pathway Operating System
– On-demand video modules
– Task lists, workflows, and SKUs
– Ongoing system updates and refinements

Certification Pathway (Required)
– Ensures proper system adoption and consistency
– Establishes internal firm standards for probate execution

Group Coaching (System-Level Only)
– Focused on implementation, alignment, and execution
– No case-specific troubleshooting

Curated Probate Pathway Community
– PP-aligned attorneys only
– Shared standards, language, and expectations


Explicit Exclusions

To maintain clarity, scalability, and consistency, membership does not include:

• Case-specific supervision
• Document review or approval
• Ad-hoc consulting or one-off questions
• Staff or paralegal access
• Pay-when-paid or revenue-share arrangements


The Outcome

Attorneys who remain in the Probate Pathway Membership:

• Operate probate cases on time and on budget
• Build repeatable firm-wide capability
• Reduce delays, rework, and confusion
• Replace dependency with process

This is how probate becomes predictable, efficient, and profitable.

This Is for You If…

You want probate to run on time and on budget, not reactively.

Your firm needs a repeatable system, not tribal knowledge.

You’re tired of reinventing processes case by case.

You want alignment, standards, and clarity across your probate matters.

You value structure over chaos and execution over theory.

Why Join the Probate Pathway Membership?

Probate Pathway is not a forum, mastermind, or marketing club.

It is the operating layer that keeps your probate practice consistent, efficient, and scalable.

01

Built for Probate Firms That Want Control, Not Chaos

Probate Pathway was created from 19 years and 665+ probate matters inside Lawvex.

Every workflow, checklist, and SKU exists because it was battle-tested in real cases.

This is not academic training — it’s how probate actually gets done.

02

A Private Network of PP-Aligned Attorneys

Surround yourself with like-minded attorneys who are serious about growing efficient, drama-free practices. Share strategies. Ask questions. Celebrate wins. Get support when a tough case hits your desk.

03

System-Level Coaching & Implementation Support

Inside the community, you’ll get monthly live coaching calls, advanced probate trainings, and many resources from experts to continuously grow.

04

24/7 Access to the Probate Operating System

Membership includes 24/7 access to:

• The full Probate Pathway system

• On-demand video modules

• Task lists, workflows, and SKUs

• Ongoing updates and refinements

No waiting. No dependency. Just execution.

Membership Success Stories:

Probate Pathway gave my team a clear, stage based system to move cases quickly and efficiently while maintaining the high standards our clients expect. We now have a shared checklist, language, and process for every file. Client satisfaction is up, internal stress is down, and probate is finally a practice area we feel in control of.

Attorney Mark Edwards

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.

John Matthews, Senior Probate Attorney

Ready to Operate Probate With Confidence?

If you’re finished with improvising probate and ready to run a predictable, professional operation, the Probate Pathway Membership is your next step after doing our live training.

Probate Pathway was created by the team behind Lawvex, a California firm that has handled 665+ probate matters and distributed over $65M in inheritance. We’re not a law firm ourselves—we’re the training and systems arm that lets other firms shortcut the 19-year learning curve. Our mission is simple: help attorneys and their teams build probate practices that are more predictable, profitable, and humane for everyone involved.

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