Estate Planning for Lawyers

EP5 – The Missing Piece

EP5 Ch 3 - The Missing Piece | Estate Planning for Lawyers with Robert Bunn Most attorneys have a vision statement for their practice. A written one. A thought-out one. And for most of them, that vision sits on a shelf and never moves the practice forward. This episode is about the gap between the two, and a framework for closing it by Monday morning.  In Episode 5, Robert covers Chapter 3 of Time Management for Attorneys: A Lawyer's Guide to Decreasing Stress, Eliminating Interruptions & Getting Home on Time, by Mark Powers and Shawn McNalis, published by Atticus®. The chapter introduces strategic goals as the bridge between a vision statement and the practice you actually live in.  What you will hear: * Why a vision statement, by itself, will not moveyour practice forward * The difference between action verbs and mentalverbs, and why this distinction matters more than you think * The Goal Grid framework for working backwardsfrom a five-year vision Stephen Covey's "Begin with the End in Mind" applied to a law practice through a prosecutor's lens * Five concrete things you can do Monday morningto put this chapter to work Episode 5 in a chapter-by-chapter series working throughTime Management for Attorneys. New episodes weekly. The book: Time Management for Attorneys: A Lawyer's Guide to Decreasing Stress, Eliminating Interruptions and Getting Home on Time by Mark Powers and Shawn McNalis, published by Atticus®. If you are serious about building an estate planning practice, this book deserves a permanentplace on your shelf. As an Amazon Associate I earn from qualifying purchases.Get your copy here: https://amzn.to/4dCwFHR Watch this episode on YouTube: https://www.youtube.com/@EstatePlanningforLawyers Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertdeverebunn/ X: https://x.com/robertbunn ABOUT THE HOST  Robert D. Bunn is a Florida-licensed attorney and thefounder of Bunn.Law, PLLC, a practice in Gainesville, Florida focused on estate planning, outsourced general counsel work, and AI-related matters. Before launching Bunn.Law, PLLC, Robert served as an Assistant State Attorney and later as General Counsel at a private equity firm for over fifteen years. DISCLAIMER  Nothing in this episode is legal advice, and noattorney-client relationship is formed by listening to, or watching, this show. The information presented is general, educational, and commentary, and is not a substitute for advice from a licensed attorney in your jurisdiction reviewing your specific facts. The views shared are Robert Bunn's own on behalf of Bunn.Law, PLLC. All rights in the books referenced are retained by their original owners.

EP4 – Building the Practice You Love

Episode 4: Building the Practice You Love Most attorneys can tell you exactly what they do. Very few can tell you why they do it, or what they are ultimately building toward. That gap, between activity and intention, is where most law practices get stuck. This episode is about closing it. In this episode I cover Chapter Two of Time Management for Attorneys by Mark Powers and Shawn McNalis. Your personal vision and your professional vision are not the same thing. This chapter is about building the second one, and understanding why the gap between what you say matters most and how you are actually operating is one of the most revealing exercises a practicing attorney can do. I go deeper on The Green Beret Way by LTC Robert W. Schaefer, and the concept that discipline dies without purpose. Identify your answer to “WHY” this area of law matters to you at a level deeper than income or convenience. Get the book here: As an Amazon Associate I earn from qualifying purchases. Time Management for Attorneys: A Lawyer's Guide to Decreasing Stress, Eliminating Interruptions and Getting Home on Time by Mark Powers and Shawn McNalis https://amzn.to/4dCwFHR New episodes drop regularly.Subscribe so you do not miss one. Bunn Law, PLLC | Gainesville, Florida | www.bunn.law This podcast is for educational and informational purposes only. Nothing here constitutes legal advice. Listening does not create an attorney-client relationship. Always consult a licensed attorney in your jurisdiction for advice specific to your situation. All views are solely my own on behalf of Bunn Law, PLLC. This episode discusses content from Time Management for Attorneys by Mark Powers and Shawn McNalis. All rights belong to their respective owners. Attorney advertising.

EP3 — Designing the Life You Love | Estate Planning for Lawyers

𝗘𝗣𝟯 — 𝗗𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗟𝗶𝗳𝗲 𝗬𝗼𝘂 𝗟𝗼𝘃𝗲 Most attorneys I know are excellent at building a practice. Very few are excellent at building a life. The difference, often, is whether the personal vision exists in writing. In Episode 3, I cover Chapter One of Time Management for Attorneys: A Lawyer's Guide to Decreasing Stress, Eliminating Interruptions & Getting Home on Time, by Mark Powers and Shawn McNalis, published by Atticus®. The chapter is titled "Proactive Strategy One: Create a Personal Vision Statement." Before you can design your practice, you have to design your life. This episode is about the first. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝘄𝗶𝗹𝗹 𝗵𝗲𝗮𝗿/see: Why your career should serve your personal vision and not the other way around, and what happens when that inversion goes unrecognized. The structured process Powers and McNalis walk you through to clarify your core values, identify where your time actually goes, and begin writing your vision. The gap between what you say matters most and how satisfied you actually are with how you are managing it, and why that gap is where the real information lives. The recommended resources I rely on, including FranklinCovey's Mission Statement Builder, 𝘗𝘳𝘪𝘯𝘤𝘪𝘱𝘭𝘦𝘴 by Ray Dalio, and 𝘛𝘰𝘰𝘭𝘴 𝘰𝘧 𝘛𝘪𝘵𝘢𝘯𝘴 𝘣𝘺 𝘛𝘪𝘮 𝘍𝘦𝘳𝘳𝘪𝘴𝘴, including the journaling practice that is arguably like magic. An introduction to LTC Robert W. Schaefer, retired U.S. Army Special Forces, and his recently published book 𝘛𝘩𝘦 𝘎𝘳𝘦𝘦𝘯 𝘉𝘦𝘳𝘦𝘵 𝘞𝘢𝘺: 𝘓𝘦𝘢𝘥𝘪𝘯𝘨 𝘌𝘭𝘪𝘵𝘦 𝘛𝘦𝘢𝘮𝘴 𝘜𝘯𝘥𝘦𝘳 𝘌𝘹𝘵𝘳𝘦𝘮𝘦 𝘊𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴, which I go deeper on in the next episode. The personal story behind why estate planning matters to me, what my father's passing in 2020 without an estate plan taught me firsthand, and why having a "why" is not the same as having a vision. Episode 3 in a chapter-by-chapter series working through Time Management for Attorneys. New episodes weekly. 𝗧𝗵𝗲 𝗯𝗼𝗼𝗸: 𝘛𝘪𝘮𝘦 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘧𝘰𝘳 𝘈𝘵𝘵𝘰𝘳𝘯𝘦𝘺𝘴: 𝘈 𝘓𝘢𝘸𝘺𝘦𝘳'𝘴 𝘎𝘶𝘪𝘥𝘦 𝘵𝘰 𝘋𝘦𝘤𝘳𝘦𝘢𝘴𝘪𝘯𝘨 𝘚𝘵𝘳𝘦𝘴𝘴, 𝘌𝘭𝘪𝘮𝘪𝘯𝘢𝘵𝘪𝘯𝘨 𝘐𝘯𝘵𝘦𝘳𝘳𝘶𝘱𝘵𝘪𝘰𝘯𝘴 & 𝘎𝘦𝘵𝘵𝘪𝘯𝘨 𝘏𝘰𝘮𝘦 𝘰𝘯 𝘛𝘪𝘮𝘦 by Mark Powers and Shawn McNalis, published by Atticus®. If you are serious about building an estate planning practice, this book deserves a permanent place on your shelf. Get your copy here: https://tinyurl.com/TimeManagementforAttorneys 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲: https://www.youtube.com/watch?v=gYTMuD926cw Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertdeverebunn/ X: https://x.com/robertbunn 𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗛𝗢𝗦𝗧 Robert D. Bunn is a Florida-licensed attorney and the founder of Bunn.Law, PLLC, a practice in Gainesville, Florida focused on estate planning, outsourced general counsel work, and AI-related matters. Before launching Bunn.Law, PLLC, Robert served as an Assistant State Attorney and later as General Counsel at a private equity firm for over fifteen years. 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥Nothing in this episode is legal advice, and no attorney-client relationship is formed by listening to this show. The information presented is general, educational, and commentary, and is not a substitute for advice from a licensed attorney in your jurisdiction reviewing your specific facts. The views shared are Robert Bunn's own on behalf of Bunn.Law, PLLC. This episode discusses content from 𝘛𝘪𝘮𝘦 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘧𝘰𝘳 𝘈𝘵𝘵𝘰𝘳𝘯𝘦𝘺𝘴 by Mark Powers and Shawn McNalis, and also references 𝘛𝘩𝘦 7 𝘏𝘢𝘣𝘪𝘵𝘴 𝘰𝘧 𝘏𝘪𝘨𝘩𝘭𝘺 𝘌𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦 𝘗𝘦𝘰𝘱𝘭𝘦 by Stephen R. Covey, 𝘗𝘳𝘪𝘯𝘤𝘪𝘱𝘭𝘦𝘴 by Ray Dalio, 𝘛𝘰𝘰𝘭𝘴 𝘰𝘧 𝘛𝘪𝘵𝘢𝘯𝘴 by Tim Ferriss, and 𝘛𝘩𝘦 𝘎𝘳𝘦𝘦𝘯 𝘉𝘦𝘳𝘦𝘵 𝘞𝘢𝘺: 𝘓𝘦𝘢𝘥𝘪𝘯𝘨 𝘌𝘭𝘪𝘵𝘦 𝘛𝘦𝘢𝘮𝘴 𝘜𝘯𝘥𝘦𝘳 𝘌𝘹𝘵𝘳𝘦𝘮𝘦 𝘊𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 by LTC Robert W. Schaefer. All rights in those works belong to their respective. Robert Bunn | Bunn.Law, PLLC | Gainesville, Florida

EP2 – Lower Stress, Stop Interruptions & Make it Home on Time

It is six o'clock. The work you planned to do this morning is still sitting there. Untouched. In this episode I cover the Introduction of Time Management for Attorneys by Mark Powers and Shawn McNalis. The authors establish the framework at the heart of the entire book: there are two kinds of attorneys. Those who react to their day. And those who design it. I walk through the reactive style checklist, the three root causes of reactive behavior that Powers and McNalis identify, which are time, money, and energy, and what the proactive attorney actually looks like in practice. I also share where I personally landed on the reactive scale, the Friday afternoon planning habit that has changed how I approach my week, and what happens when I skip it. Get the book here:https://www.amazon.com/Time-Management-Attorneys-Eliminating-Interruptions/dp/0615187455/ref=sr_1_1?crid=1R28K75ZTK1WN&dib=eyJ2IjoiMSJ9.tPm_EAi6wRj25xasXWXEVQ7p_yqpBMMg3W25Y4CZl9skwcpjm9mfsTiwo7-JuTLBQ_nuAiIQCsc0E0JYBKHAZ9-TG0vJKWkDZZup_vaL58hAo3idqLKTMXvQg3l-g0fdPkCGU0pjACxOFPkxV8Z-VeeKxcSfdoPkp6c6Uv1E5WUBhTZod5bZrlndL5Gc48-4UA1V5ZHcgsQJHm7qjZBciw-CfSvydMrRSVWjSirpZfM.6xW9UoqB2kLomzL3uo5TEHzGXB1tFGK8CFx4wfALZ9o&dib_tag=se&keywords=Time+Management+for+Attorneys&qid=1775866287&sprefix=time+management+for+attorneys%2Caps%2C185&sr=8-1 Interview referenced: Mel Robbins and Laura Vanderkam: Stop Wasting Your Time: The Scientific Way to StopProcrastination and Get Control of Your Dayhttps://www.youtube.com/watch?v=ccY2DaPEB9s New episodes drop regularly. Subscribeso you do not miss one. Bunn Law, PLLC | Gainesville, Florida| www.bunn.law This podcast is for educational and informational purposes only. Nothing here constitutes legal advice. Listening does not create an attorney-client relationship. Always consult a licensed attorney in your jurisdiction for advice specific to your situation. All views are solely my own on behalf of Bunn Law, PLLC. This episode discusses content from Time Management for Attorneys by Mark Powers and Shawn McNalis. All rights belong to their respective owners. Attorney advertising.

EP1 – Series Introduction | Estate Planning for Lawyers

EP1 - Series Introduction Are you an attorney who wants to reduce stress, reclaim your focus, and actually end your day on time? You are in the right place. My name is Robert Bunn. I built my practice from scratch with a focus on estate planning. Rather than figure it out by trial and error alone, I committed to going deep on the books considered industry standards in law practice management, learning from them seriously, and sharing everything I discover along the way with you. In this first episode I introduce myself, the channel, and the framework for this entire series. The first book I am covering, chapter by chapter, is Time Management for Attorneys by Mark Powers and Shawn McNalis, published by Atticus©. After each chapter I share the most important takeaways, how they apply to building an estate planning practice, and how I am actually trying to apply them in my own practice right now. What is working. What is hard. What surprises me. No performance. No pretending I have it figured out. In my attempt to help light the path for others, I am at the same time brightening my own. Join me on this journey. Get the book here: https://www.amazon.com/Time-Management-Attorneys-Eliminating-Interruptions/dp/0615187455 [https://www.amazon.com/Time-Management-Attorneys-Eliminating-Interruptions/dp/0615187455] New episodes drop regularly. Subscribe so you do not miss one. Bunn.Law, PLLC | Gainesville, Florida | www.bunn.law [http://www.bunn.law] DISCLAIMER: Nothing in this podcast constitutes legal advice. Listening does not create an attorney-client relationship. All content is for educational and informational purposes only. Always consult a licensed attorney in your jurisdiction for advice specific to your situation. All views and opinions are solely my own on behalf of Bunn.Law, PLLC.