For elder law and estate planning attorneys

Upgrade your practice. Upgrade your clients' outcomes.

Traditional elder law planning is essential. LP5 makes it complete.

A five-pillar framework that connects your legal work to health, housing, financial, and family planning — so your clients’ plans hold up in real life, not just on paper.

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the problem

Are you failing your clients — and limiting your own financial growth?

You help clients protect assets, establish legal authority, and plan for incapacity. And you do it well. But you’ve likely seen this firsthand: even when the legal plan is solid, things still break down.

Because what your clients are dealing with isn’t just a legal problem. It’s a coordination problem. Their will, their 401k, and their insurance were never designed to work together — and no one is connecting them.

HEALTH

Changes in health drive care needs

HOUSING

Care needs force housing decisions

FINANCIAL

Housing decisions drain resources

FAMILY

Families manage it all unprepared
“No one is wrong at the planning stages, yet families are left dealing with nothing short of a disaster when a loved one can no longer manage their own affairs.”

For your clients

Even with good documents in place, there is a 90% probability that a client will still face a housing, financial, or family crisis — because the gaps between their professionals went unmanaged. Clients only seek help in moments of crisis, when options are most limited.

For your practice

The transaction-based model keeps you stuck selling documents to clients who don’t fully understand their own risk. Without a re-engagement framework, growth depends entirely on a constant stream of new leads. There is a better model.

70%

of retirees won’t die at home despite planning to

69%

will face incapacity and depend on others

1 in 9

Americans over 65 will deal with Alzheimer’s

Free 2-minute assessment

Curious what this would look like in your own practice?

Before committing to anything, see what LP5 could mean for your numbers. Takes 2 minutes, requires no signup, and shows you three things based on your real practice size.
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the solution

LP5: connecting five pillars for certainty instead of hoping for the best

LP5 is a coordinated planning framework that connects health, housing, financial, legal, and family planning into a single strategy — built around the client’s life, not just their death.

The old way — siloed planning

  • Optimizing a single pillar: the document
  • Reactive — solving problems after they happen
  • Transactional — one-off document sales
  • Client is disorganized, reactive, and vulnerable
  • Growth depends on constant new leads

The LP5 way — integrated outcome

  • Coordinating five pillars for a life outcome
  • Proactive — preventing the crisis cascade
  • Relational — ongoing strategic partnership
  • Client is organized, educated, and in command
  • Deep re-engagement of your existing client files

partnering with agingoptions & the LP5 System

How It Works

Four steps from training to a transformed practice
Becoming LP5 trained starts with experiencing the system yourself — then learning how to implement it for your clients.

1

Experience LP5 yourself

Attend the same LP5 workshop your clients will take. You’ll build your own LifePlan — and understand firsthand why it’s a categorically different product.

2

Complete the professional intensive

A session designed exclusively for attorneys covers how to implement LP5 in your practice, re-engage existing clients, and set up your affiliate income streams.

3

Re-engage and stand out

Go back to your entire client database with a genuine upgrade. New clients find you because you solve problems no other estate planner in your market addresses.

4

Earn recurring income

Enroll clients in the Life Plan Organizer and earn 33% of their annual subscription — passively, in perpetuity, including after you retire.

What this means for your practice

Become the firm your clients wished they found sooner

REVENUE STREAM 1

Your best new revenue stream: your existing clients
LP5 gives you a structured way to re-engage every past client in your database with a genuine upgrade. LP5 engagements typically run $12,000–$15,000 compared to $3,000–$5,000 for traditional documents — a $9,500+ uplift on relationships you’ve already built, without a single new marketing dollar spent.
An attorney with 100 active clients who converts just 20% to LP5 adds over $190,000 in revenue — from people who already trust them.

REVENUE STREAM 2

Attract high-intent clients and charge accordingly
Every estate planning attorney in your market offers the same documents at similar prices. LP5-trained attorneys solve problems their competitors don’t address. New engagements come in at $13,500 instead of $4,000. Because you’ve been through the LP5 workshop yourself, you speak to clients from firsthand experience — not a sales script.

REVENUE STREAM 3

Recurring affiliate income — including a pension you never had
When your clients enroll in the Life Plan Organizer, you earn 33% of the annual subscription fee for as long as they remain members. Passive, recurring, and follows you personally even after you retire. You also earn commissions on workshops and workbooks purchased through your dedicated storefront.
Most elder law attorneys have no pension. LP5 affiliate income is the recurring revenue stream that changes that — and it grows every year.

PRACTICE UPGRADE

The Elder Counselor Clause Package
LP5-trained attorneys receive access to the Elder Counselor Clause Package — specialized legal language that transforms standard estate planning documents into LP5-compliant instruments. Your wills, trusts, powers of attorney, and advance directives become manuals of instruction that actually work when a client’s health fails, not just at death.
This is the difference between documents that look good in a drawer and a plan that functions under real-world pressure. No other estate planning framework gives you this infrastructure.

nationwide exposure

The PBS Specials

Generating Interest in Elder Law Since 2020

Rajiv Nagaich has been building a six-show PBS series dedicated to retirement planning since 2020. Each show maps to one of the LP5 pillars. Show 2 reached 92% of the top 25 US markets. When clients see these shows, they look for LP5-trained attorneys. That search leads to you.

Show 1: Overview

Airing from 2021 – 2022, this show explains why retirement plans fail so often and what to do about it.

Show 2: Housing

The second installation had 3,000 + airings reaching 92% of the top 25 markets in the U.S.

Show 3: Legal

Debuted in late 2026, DYIF focuses on legal planning within the LifePlanning process.

Show 4: Finances

Planned for 2027 – 2028

Show 5: Health

Planned for 2029 – 2030

Show 6: Family

Planned for 2031 – 2032

TESTIMONIALS

What others are saying

"Rajiv shows you how the system really works"

Rajiv shows you how the system really works and what you need to pull everything together for a safe and happy retirement.
—Chandra Lewnau, Elder Law Attorney, Seattle, WA

"This is a retirement roadmap"

Rajiv Nagaich, a preeminent elder law attorney, has given you a retirement roadmap. It addresses the issues and warns you of the unexpected pitfalls.
—Richard Tizzano, Elder Law Attorney, Poulsbo, WA

"Rajiv Nagaich is a fierce advocate"

Rajiv Nagaich stands out as a fierce advocate for those who wish to age in place on their own terms. Highly recomended.
—Stephanie Haslam, Elder Law Attorney, Seattle, WA
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The Life Plan Organizer

Good for your clients. Good for your practice.

A secure portal where clients store documents, set step-by-step instructions for the people who’ll act on their behalf, and share access with family — so when the time comes, the right people have what they need without confusion or conflict.

For your clients

Documents aren’t locked in a safe. Agents have clear guidance. Family members aren’t left guessing. The plan works when it’s needed most — not just when it’s signed.

For your practice

1/3 profit split per enrolled client, for as long as they’re subscribed. A growing passive income stream. A reason for clients to stay connected to your firm long after the initial engagement.

Common questions

What attorneys typically ask before getting trained

Because the most credible thing you can say to a client is that you’ve been through it yourself. The consumer workshop isn’t a formality — it’s where you build your own LifePlan, experience the framework firsthand, and develop the genuine understanding that makes your client conversations authentic rather than scripted. Attorneys who have done their own LP5 plan close more engagements and charge more confidently.

The process involves two components: the consumer LP5 workshop and a separate professionals intensive. The consumer workshop is 12 hours of comprehensive LifePlanning education. The professional intensive is an additional 4 hours focused on practice implementation. Both are designed to be completed without requiring extended time away from your practice.

The portal addresses a real problem clients already have — documents locked in safes, family members without access or guidance, plans that look good on paper but break down in practice. When framed correctly as part of a complete plan, adoption rates are strong. The fee is modest relative to what clients have already invested in their planning.

The affiliate model is structured around products that genuinely serve your clients’ interests — the portal improves plan execution, workshops improve financial literacy, workbooks are educational tools. You’re being compensated for expanding the quality of care your clients receive, not for steering them toward something that only benefits you.

LP5 layers onto your existing elder law or estate planning practice — it doesn’t replace it. Your core legal work stays the same. LP5 adds the coordinated planning framework around it, the Elder Counselor Clause Package upgrades your standard documents, and the professional intensive gives you a structured re-engagement system for your existing client base.

Revenue depends on your practice size, existing client base, and how actively you re-engage past clients. The free practice assessment gives you a conservative, personalized projection based on your real numbers. As a benchmark: an attorney with 100 active clients converting 20% to LP5 adds over $190,000 in immediate revenue, plus growing portal income over time.

The Life Plan Organizer

The real opportunity isn't doing more documents — it's helping clients navigate everything those documents were meant to support

More revenue. Better client outcomes. No heavy marketing required.

Become LP5 Trained
Take the Free Assessment
MEET THE FOUNDER & CEO

Hey, I'm Rajiv!

I became an elder law attorney after seeing my father-in-law wither away in a nursing home. Since then, I’ve been on a mission to fix America’s broken retirement planning “system.” My goal is to help retirees avoid institutional care, avoid going broke paying for care, and avoid being a burden on their families. I do this by:
  • Educating consumers how to plan for retirement
  • Training professionals how to better serve consumers
  • Connecting consumers and professionals