Industries · Estate planning law firms

Estate planning law firms: more customers, new revenue, less unnecessary cost.

Estate planning firms sell peace of mind, then wait weeks on a questionnaire. These are the systems we would typically build and operate for an estate planning practice, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

Seminar and referral leads book a meeting and never return the intake questionnaire. Drafts wait on one missing answer. Signing ceremonies are scheduled by phone tag. After signing, the trust sits unfunded because nobody follows up on the deeds and account retitling. Clients from ten years ago still have a plan that no longer fits their family, and nobody has asked.

Tools you probably already use

  • Practice management such as Clio, Lawmatics or MyCase
  • Drafting software such as WealthCounsel or Lawyers With Purpose
  • Online questionnaires and e-signature
  • Your website, seminar and webinar registration
  • Email and your calendar

Where we would start

  1. 01

    Questionnaires that come back

    New clients get the intake questionnaire with a clear explanation of why each part matters, reminders until it is complete, and a note to your team about anything left blank.

    What changes

    Design meetings start with the information your attorney needs.

  2. 02

    Seminar and referral leads followed up

    Every attendee and referral gets a timely follow-up in your voice and an easy way to book a first meeting.

    What changes

    Interest from an event turns into meetings instead of fading.

  3. 03

    Signings scheduled without the phone tag

    Once documents are ready, clients get signing times that fit your calendar, what to bring, and reminders, with witnesses and notary coordinated on your side.

    What changes

    Finished plans get signed sooner.

  4. 04

    Trusts actually funded

    After signing, each client gets a funding checklist for deeds, accounts and beneficiary designations, with follow-up until each item is confirmed.

    What changes

    Fewer trusts that exist on paper but hold nothing.

  5. 05

    Plans reviewed on a schedule

    Past clients are invited to a review on the cadence you set and after the life events they tell you about.

    What changes

    Your client base becomes steady review and update work.

  6. 06

    A weekly matter report

    New matters, questionnaires outstanding, drafts in progress, signings scheduled and funding still open, in one message.

    What changes

    You see every plan in motion without opening each file.

Scout, Forge and Sift for estate planning law firms

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Legal advice, plan design and drafting stay with your attorneys. AI helps collect information and schedule; it never recommends a plan structure or drafts a legal document. Our reminders support your docketing; they do not replace it. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Do we have to change our drafting or practice software?
No. We work with the practice management and drafting tools you already use and connect them to your forms, e-signature and calendar. We confirm what can connect before any work begins.
Will AI give clients estate planning advice?
No. It explains your questionnaire, sends reminders and helps schedule. Every recommendation comes from your attorneys.
Does this help with work after the signing?
Yes. Trust funding follow-up and periodic plan reviews are where the systems do the most, because they are the parts most firms have no time to track.

Also in legal, financial and insurance

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

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