For estate planning and elder law firms

More signed plans, and the urgent calls answered first.

Families who’ve meant to make a plan for years hear from you until they’re ready to sign. A call about a parent’s care gets a reply right away, and every seminar guest is followed up.

One firm. Two kinds of decision.

A couple can take most of a year to sign the plan they asked about in spring. A son calling about his father chooses a firm within days. Each is found, answered and followed in its own way.

The plan they mean to make

Months, sometimes a year

The call about a parent

A few days

Both end in the same chair across from you. One needs months of patience, the other an answer before anyone else’s.

A full seminar room, and nobody called afterward.

  1. 01

    Reminded, so they come

    Everyone who signs up hears from you before the evening, so the seats you set out are filled.

  2. 02

    Followed up on what they asked

    Each guest hears back about the question they raised that night, with a time to talk it through.

  3. 03

    Not ready yet, still yours

    They stay on your list for the day they are, not forgotten after one evening.

Everyone means to make a plan. “When work settles down.” “When the kids are settled.” “Next spring.” “After the move.” The firm still in touch when they’re ready gets it.

There’s no deadline, so it waits. Every “next year” takes a family a little further from the plan, and from the evening they first asked about it.

Followed up for months, without pressure.

Families who aren’t ready yet hear from you at the moments that matter to them, in your firm’s voice.

  1. 01The week after

    A note in plain words, the week after.

    A seminar guest, back at her kitchen table, reads about the house: the answer there wasn’t time for that evening.

  2. 02After the consultation

    After the consultation, the next step, and a word now and then.

    The list you went through, sent the same day. Then a short note every few months, so when life moves them, you’re the firm they write to.

  3. 03The grandchild arrives

    The grandchild arrives, and the signing is booked.

    They reply, and the appointment is set with what to bring. The plan they meant to make gets signed with you.

Nothing pushy, and nothing that sounds automated.

CRM & Automation

When a parent needs care, the first firm to answer gets the call.

They’re calling between hospital visits, and they rarely call just one firm.

A voicemail, and a call back in two days.

By then the family has sat down with whichever firm answered first.

A text back in seconds, and a consultation this week.

Their first questions answered the way you’d answer them, and a time to come in before they call anyone else.

Found for both, and recommended by people families trust.

Whether they’re planning ahead or calling in a hurry, families find you the same few ways.

  • A searchWills, trusts, probate or a parent’s care, each answered by its own page
  • A seminar sign-upA seat saved for the next evening, and a reminder before it
  • A note from a home care agencyA family they’ve sent your way, answered the same day

What owners say about working with us.

Questions firm owners ask about new clients.

How do estate planning attorneys get clients?

Referrals from financial advisors, accountants and senior services, workshops, and people searching for wills and trusts nearby. Each brings people who mean to plan “soon”, so the firm that follows up gets them.

Do estate planning seminars still work?

They can, when the follow-up does. Attendees leave interested and then put it off. A call within days and reminders over the following weeks turn more of them into booked consultations.

How do I follow up with people who keep putting planning off?

Patiently. They aren’t saying no; planning just feels like it can wait. Regular, useful contact, and an easy way to book when something prompts them, keeps you the firm they call.

How do I get referrals from home care and senior services?

Be easy to refer to: answer quickly, keep the referrer informed and look after their clients well. Agencies and advisors send people to the firms that make them look good.