BusinessStarter Kit
Training tells you how the work is done. The Starter Kit hands you the things a brand-new practice can’t make for itself — a website, printed marketing, your county’s procedure, and people to ask.
Starter Kit — what’s in it
Your website
Designed, built and hosted for you — your name, your counties, your services. Hosted on winsighter.com, with your own pages, so there is no domain to buy, no host to configure and no plugin to keep updated.
- Designed around what makes you different, not a generic template
- Your services and pricing, written for families — not for lawyers
- Your own pages, hosted and maintained on winsighter.com
- Findable: built for local search in the counties you work
Your marketing brochure
A print-ready brochure customized to you, for the conversation that actually wins this business: the one across a funeral director's or hospice coordinator's desk.
- Your brand, your name, your licence — not a co-branded flyer
- Written for the referral partner, not the general public
- Print-ready files plus a digital version you can email
County-specific SOPs
Probate is procedurally local. Filing windows, e-filing quirks, examiner preferences and fee handling differ county to county, and that knowledge is normally bought with wasted trips and rejected filings.
- Step-by-step procedure for each route, for YOUR counties
- Local specifics: e-filing, fees and waivers, hearing practice
- How the examiner's probate notes read locally, and how to clear them
- Kept current centrally — when a county changes, your SOP changes
Community, coaching & office hours
A solo practice is quiet, and the hard questions arrive when the client is already on the phone. This is the standing answer to that.
- A community of Winsighter-trained LDAs working the same routes
- Ongoing coaching with a practicing California probate LDA
- Regular office hours — bring the case in front of you
Registering and forming the business? Check out our course on Starting Your LDA Business →
The software your business will run on.
Every graduate ends up here: AI intake, packet generation in under a minute, filing workflow, and a client portal under your own brand. You license it and run your own book on it — your clients, your prices. It's not your first concern and you don't need it on day one. It's waiting when you are.