Turn Every Client Into Your
Best Marketing Asset
The digital estate planning platform that grows your estate planning practice through intelligent referral generation while providing exceptional value to your clients
No credit card required • Set up in 5 minutes • Track referrals from day one
More Than Estate Planning—It's Practice Growth on Autopilot
Every client you onboard connects you with 5-10 potential new clients through their trusted network
Intelligent Referral Engine
Each trusted contact and family member your client adds receives subtle, professional introductions to your services at optimal moments
White-Labeled Authority
Your brand front and center. Every interaction reinforces your expertise and builds trust with prospects in your clients' networks
ROI Analytics Dashboard
Track referral sources, conversion rates, and revenue attribution. See exactly how each client contributes to your practice growth
Specialized Benefits for Estate Attorneys
Discover how our platform delivers measurable value specific to your estate planning practice
Increased Estate Planning Engagements
- Offering a complimentary digital asset inventory attracts clients who've been procrastinating on estate planning.
- Converts "tire-kickers" into paying clients by demonstrating immediate value before formal engagement.
Higher Average Case Values
- Digital asset management adds complexity, justifying comprehensive estate packages vs. basic wills.
- Clients upgrade to trusts and advanced planning when they realize their digital footprint needs protection.
Reduced Malpractice Risk
- Systematically capturing digital assets prevents omission liability from forgotten accounts.
- Documentation trail shows thoroughness, protecting against beneficiary disputes and claims.
Expedited Probate & Administration
- Complete digital inventories mean faster estate settlements and happier beneficiaries.
- Attorneys become known for efficient administration, attracting executor appointments.
Recurring Revenue Stream
- Annual estate plan reviews become essential when digital assets constantly change.
- Transforms one-time document drafting into ongoing advisory relationships.
Competitive Differentiation
- While competitors draft standard wills, you're the "modern estate attorney" handling crypto, social media, and digital businesses.
- Win tech-savvy clients and younger demographics typically resistant to estate planning.
Enhanced Referral Network
- Financial advisors and CPAs refer clients specifically for your digital estate expertise.
- Become the go-to attorney for complex digital asset cases other lawyers can't handle.
Streamlined Client Intake
- Digital vault pre-populates asset information, cutting intake time by 40%.
- More time for high-value advisory work instead of data collection.
Emergency Access Protocols
- Solve the "what if something happens tomorrow?" anxiety with immediate digital continuity plans.
- Clients engage faster knowing their family won't be locked out of critical accounts.
Multi-Generational Client Capture
- When settling estates, beneficiaries see the value of digital legacy planning firsthand.
- Natural progression from handling parents' estates to securing next generation's planning needs.
Investment That Pays for Itself
Average ROI: One new client pays for 12+ months of service
Starter
- Up to 25 clients
- Basic referral tracking
- White-labeled portal
- Email support
- Est. 2-3 referrals/month
Professional
- Up to 100 clients
- Advanced referral analytics
- Automated nurture campaigns
- Priority support
- Est. 8-12 referrals/month
Enterprise
- Up to 250 clients
- Custom referral workflows
- Dedicated success manager
- API integration
- Full marketing automation
Ready to Transform Your Estate Planning Practice Into a Referral Machine?
Join forward-thinking estate attorneys who are growing their client base by 30% annually through automated referral generation