Estate Planning Lead Generation for Firms

Estate planning is important but rarely urgent, which makes it hard to market. Ads that simply say "get your will done" compete with every other item on a busy family's to-do list, and they usually lose.

Firms also struggle with lead quality. A free consultation offer can pull in people looking for a quick probate answer, a different state's law or a do-it-yourself form. Without screening, attorneys spend hours on calls that never become engagements.

Then there is the long gap between first interest and signing. Someone might download a checklist in spring and only book a consult after a health scare in autumn, by which time they have forgotten where the checklist came from.

Short intake questions on every form save attorney time. We typically ask the state of residence, the life event behind the inquiry, whether they want a will or a trust and whether there is a current probate matter. Answers route to your intake staff, and anything beyond basic contact details stays in your own practice management system.

Copy is drafted with your state bar advertising rules in mind. You approve every ad, and we adjust to whatever disclaimers or wording your jurisdiction requires.

Monthly campaign management starts at $1,000 a month. There is no long contract: the plan is month to month and ends after 7 days' written notice. Ad spend is a separate bill, as is software like a practice management or webinar platform, which its provider invoices directly.

Projects with a defined end, such as building a set of landing pages, are priced as a fixed written quote. Ads usually run from our ad accounts or from the firm's account if you prefer, and the firm keeps its website, intake data and content.