We created the Summit this industry was missing.

Bambiz founded and annually hosts the Estate Planning and Elder Law Marketing Summit, a focused gathering where Estate Planning and Elder Law firm owners, teams, speakers, and industry partners come together to turn growth ideas into practical action.

After multiple successful Summits, the event continues to bring marketing, technology, firm experience, staffing, client conversion, operations, and meaningful industry relationships into one room.

Throughout the year, the Bambiz team also exhibits and connects at select legal-industry events across the country.

Summit main stage with attendees seated during a session
Attorneys and team members connecting between sessions
EverOak Awards recipients on stage at the Summit

Why we built it

An event designed for implementation, not information overload.

Estate Planning and Elder Law firms face a distinct combination of challenges. They must earn trust, educate families, build effective teams, manage intake, improve follow-up, adopt new technology, and create growth without losing the personal experience that makes their work matter.

Bambiz created the Summit to bring those conversations into one focused environment.

It is a place where firm owners and team members can learn from attorneys, operators, speakers, and industry partners who understand the work. The purpose is not simply to collect ideas. It is to help firms leave with stronger relationships, clearer priorities, and practical actions they can implement.

  • Built for This Community

    Focused specifically on the opportunities and operating realities facing Estate Planning and Elder Law firms.

  • Practical by Design

    Sessions, demonstrations, conversations, and frameworks intended to help firms apply what they learn.

  • Created for Owners and Teams

    The strongest implementation happens when attorneys, marketing professionals, paralegals, and other team members learn together.

  • Relationships That Continue

    The Summit creates space for attorneys, speakers, sponsors, partners, and peers to build meaningful industry connections.

The annual Summit

Explore the Estate Planning and Elder Law Marketing Summit.

Browse the official Summit experience for current event information, speakers, agenda details, venue information, sponsorship opportunities, and registration.

estateandelderlawsummit.comOpen the Full Summit Website

Meet Bambiz in person

Where we will be next.

Beyond our annual Summit, the Bambiz team travels to select legal and industry events throughout the year. Explore the calendar to see where we will be exhibiting, speaking, sponsoring, and connecting with law firm leaders and industry partners.

Upcoming events

Planning to attend, sponsor, or simply say hello?

Tell us which event you are attending and we will make sure the right person from our team connects with you while you are there.