Tag: Estate Planning Attorney

From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

When life knocked her down (literally), Susan Chace got back up and rewrote the script.

In this moving episode of March to a Million, Greg DuPont sits down with new Wealth Solutions Network member Susan Chace, Esq., whose 14-year journey to becoming an estate planning attorney includes surviving a brain tumor, raising three children as a single mother, and juggling multiple careers. 

Now a licensed attorney and ready to serve, Susan shares how her own near-death experience changed how she sees estate planning, financial strategy, and the importance of being truly prepared.

What to expect in this episode:

  • The medical crisis that pushed Susan to law school
  • How part-time professionals and gig workers can protect themselves
  • Why most people don’t plan ahead and how she’s changing that
  • Her bold mission to serve dentists, realtors, and caregivers with clarity and heart
  • And more!

Connect with Greg DuPont:

Connect With Susan Chace:

About Our Guest:

Chace Law Firm is the solo practice of Susan Chace, a dedicated attorney who provides thoughtful, strategic, and client-centered legal services in the areas of estate planning, trust administration, probate, real estate, and civil matters. Receiving her Juris Doctorate from Trinity Law School and becoming a California attorney, Susan brings a rare blend of compassion, insight, and real-world experience to her practice.

As a former business owner, registered dental hygienist, and real estate professional, Susan understands the practical needs of families, entrepreneurs, and individuals navigating life transitions. Whether helping clients preserve their legacy or resolve disputes, she approaches each case with a commitment to clarity, compassion, and real results. 

Susan has a unique ability to guide clients through both preventative legal planning and complex disputes. Her mediation experience at the Central Justice Center in Orange County’ gives her a grounded understanding of conflict resolution, and competing on Trinity’s Moot Court team underscores her persuasive courtroom presence.

Working directly with every client from start to finish—ensuring personalized guidance and trusted legal advocacy—Susan will be with you every step of the way.

How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions?

In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.

Together, Greg and Ali unpack how to:

  • Break free from document-driven commoditization
  • Rebuild your practice around long-term relationships and recurring value
  • Align incentives across advisory services for deeper client impact
  • Future-proof your firm against AI and market shifts by leading with heart and strategy
  • And more!

Resources: 

Connect with Greg DuPont:

Connect with Ali Katz:

About Our Guest:

Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies.

She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values.

Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.