For Estate Planning Firms

Grow Your Estate Planning Practice With a Revenue Partner

We build and manage the entire marketing and intake engine for your firm — and our compensation is tied directly to your growth.

Sound Familiar?

You don't know your cost per client

Most estate planning firms can't tell you how much they spend to acquire a single client. Without that number, every marketing dollar is a guess.

Your intake process leaks revenue

Leads come in, but too many fall through the cracks. Slow follow-up, no tracking, no attribution — qualified prospects go to your competitors.

Agencies charge by the hour, not by results

Traditional marketing agencies bill for activity, not outcomes. They have no skin in the game and no incentive to actually grow your revenue.

What We Build for Estate Planning Firms

Targeted Google Ads

Campaigns built specifically for estate planning keywords — trusts, wills, asset protection, probate avoidance — targeting families actively searching for help.

SEO That Compounds

Content strategy targeting long-tail estate planning keywords. Every article builds domain authority and drives organic leads month over month.

Intake That Converts

Automated follow-up, CRM tracking, and intake scripts designed to convert inquiries into signed engagement letters.

Let's Audit Your Estate Planning Firm's Growth Potential

In 15 minutes, we'll show you exactly where your marketing is underperforming and what it would take to double your qualified consultations.

Book Your Free Revenue Audit→