F I N A L L Y
A LEGAL ASSISTANT WHO'S TRAINED IN ESTATE PLANNING
BEFORE DAY 1
Trained by Amanda Wright, alongtime Personal Family Lawyer™ attorney, who built this program after seeing firm after firm burnout trying to train generalists.
Each assistant is trained in your exact workflow: intake calls, Planning Sessions, CIMI follow-up, and Signing Ceremony prep 4so you can stop doing it all yourself.
Powered by Offshore Launch 4 full-service support and staffing for estate planning firms.
You've Hired Help Before. Here's Why It Didn't Work.
That 'Legal Assistant' You Hired? You're Still Doing Their Job.
Most agencies send you a résumé. You're left explaining what a Planning Session is, what CIMI follow-up means, and how to write a post-signing email.
We fixed that.
We built a new training model -created by and for estate planning attorneys- that teaches your actual systems, client journey, and workflows before your assistant ever steps into your firm
How We Build VLAs for Estate Planning Firms
Trained Before Day One. Coached for the First 90. Supported Forever.
"We built this because we saw too many talented estate planning attorneys stuck doing the work of an assistant."
- Amanda Wright, PFL member, estate planning attorney & founder of the VLA training program
4-Week In-Depth Training
160 hours of live training
Every assistant completes a 4-week bootcamp led by Amanda Wright, a longtime Personal Family Lawyer™ attorney.
They’re trained in:
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Your estate planning workflow: intake, Planning Sessions, CME follow-up, Decision Vault, signing prep
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Live role plays of intake calls, no-shows, and reschedules
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Writing follow-up emails in your tone and voice
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Understanding key documents, legal vocabulary, and client psychology
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Tools like Lawmatics, Calendly, MyCase, Google Workspace
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Daily feedback on tone, accuracy, and client presence
Each VLA must pass four real-time readiness tests before placement.
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Only 7% of applicants are accepted in to training
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43% of trainees pass to client readiness
That means you only meet the top 3% of applicants.
90-Day Embedded Onboarding Support
But that’s just the beginning.
Once your assistant joins your firm, Amanda and Team OsL stays high-touch.
Your VLA gets:
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Daily check-ins
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Weekly Office Hours
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Weekly 1:1 coaching
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Bi-Weekly Call Training
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SOP support: we help translate your chaos into systems
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Full backend support (payroll, HR, compliance)
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24/7 technical support
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Weekly office hours with Amanda
You get:
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A trained assistant—without the handholding
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A defined 30-60-90 day onboarding plan
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Clear KPIs, weekly check-ins, and a system that won’t leave you guessing
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One employer of record (Offshore Launch) handling all HR, taxes, and benefits
Ongoing Support
Unlike most agencies, we stay high touch after onboarding.
After 90 days, your assistant gets one of the most competitive benefits packages in the market:
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PTO and healthcare
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Health, dental, vision, and life insurance for dependents
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Access to interest-free emergency loans
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Annual and quarterly bonuses for high performance
And you get:
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Daily reporting
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Monthly reviews from OsL
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Quarterly business reviews to evolve the role with your firm
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A system that grows with you—not just a person who shows up
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Full backend support (payroll, HR, compliance)
Want to Preview Our Trained VLAs?
See bios, training summaries, and readiness scores from our most recent cohort—before they’re placed.
Is This Right For You?
This is for you if:
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You're PFL®-trained and want a team fluent in your system
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You’re doing 4+ estate plans/month and ready to grow
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You’ve tried hiring—but don’t have time to train
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You want someone who can take initiative and think like you
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You care about people—clients, and team members
This is not for you if:
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You’re looking for the cheapest possible labor
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You want part-time help (we only place full-time staff)
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You expect someone to read your mind
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You still believe the fastest way to do it… is to do it yourself
What It Costs
Pre-trained & actively supported
$3500
Monthly Flat Rate
($20/hour equivalent)
1 0 0%
Full Service
Recruiting, Training, Staffing
0
Long-Term Contracts
Flexible arrangements
We Limit Clients Each Month to Ensure Quality
We train in small groups. Every assistant is vetted, coached, and placed intentionally.
Schedule Call
Join the next Cohort
Interview A Trained Assistant
Grow Your Firm
Want One Of The 5 Spots In Our Next Cohort?
Schedule a 1:1 call with Heather to preview the current cohort and confirm alignment.
Can’t find a time that works? Email us at heather@offshorelaunch.com and we’ll make it happen.
By the end of this call, you’ll know if we’ve already trained the assistant you’ve been looking for.
FAQ
