Never Missed — Sign 15 new estate planning clients in 90 days or you don't pay

⚠️ Warning: This is ONLY for firms that can take on 10–15 new estate planning clients in 90 days

Sign 15 new estate planning clients in 90 daysor you don't pay

Complete the 30-second form below
Firm qualification 6 questions
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How it works

What we build, and what it does to your numbers

A lead calls at 4:47pm, nobody picks up, and that file becomes someone else's client. Here is the whole system, in order.

  1. 01

    Ads that reach people planning now

    We write and run paid ads to homeowners, parents, and business owners in your county who are actively thinking about wills and trusts — one specific offer, not a generic "estate planning attorney" ad.

    Cold audience → interested prospect
    Ad creative
    Sponsored

    Protect your home and savings with a living trust

    Free 45-min consult
    Check if you qualify
  2. 02

    A page that filters them

    Traffic lands on a page built to qualify, not to impress: assets, timeline, whether the decision-maker is available. Tire-kickers screen themselves out before they touch your calendar.

    Interested prospect → qualified lead
    yourfirm.com/estate-planning
    Get your estate plan handled in one meeting
    Apply below
    Request consult
  3. 03

    An AI intake agent that never misses

    Every call, form, and DM answered in seconds — 24/7, English and Spanish. It qualifies, answers routine questions, declines matters you don't take, and books straight into your calendar.

    Qualified lead → booked consult
    Live intake · 4-second response
    N
    Intake agentAnswering now
    Hi — I saw your ad. My parents need a will set up.
    Happy to help. Is this a simple will, or a trust to keep the home out of probate?
    Probably a trust. The house is in Florida.
    Perfect — that's exactly what the attorney handles. She has Thursday 2:15pm or Friday 10:00am. Which works?
    ✓ Booked · added to calendar · confirmation sent
  4. 04

    Follow-up that kills no-shows

    Confirmations, reminders, and reschedules run automatically by text and email right up to the meeting. Leads who go quiet get worked for weeks — not two calls and a "did not hire" tag.

    Booked consult → consult that shows
    This week5 consults booked
    Mon
    Tue
    Wed
    Thu
    Fri
    9:00
    9:00
    9:00
    9:00
    9:00
    11:30
    11:30
    11:30
    11:30
    11:30
    2:15
    2:15
    2:15
    2:15
    2:15
    Text · 24h beforeText · 1h beforeEmail · recapAuto-rebook if missed
  5. 05

    The close, tracked to the dollar

    You run the consult and collect the fee on the call. Payment moves the matter forward and triggers the engagement letter. You see cost per consult and cost per signed client every week.

    Consult → signed, paid client
    Client pipeline
    New lead
    Consult set
    Fee paid
    Engaged
    Signed