For Estate Planning attorneys
Get Exclusive Estate Planning Leads Who Have $1M+ In Assets
We sell exclusive estate planning leads who have personally disclosed $1M+ in investable assets and are ready to put a plan in place.
Fill Out The Application Below To Get Started
What Buying Leads From Us Looks Like
Real Qualified Prospects
Every lead has personally typed $1M or more in investable assets on our intake form. They have answered 14 questions covering age, marital status, heirs, urgency, existing plan status, and trigger events like a recent divorce, business sale, or loss of a spouse.
Ready To Move Now
Every lead has stated they want a plan in place within 6 months. They are not researching. They are choosing a firm. Their data lands in your CRM in under 60 seconds so your intake coordinator dials before the prospect has put their phone down.
Exclusive To Your Firm
We sell to one estate planning firm per county. The contract names the county. The firm across town is permanently excluded. We know you are lawyers so we contractually guarantee this.
STILL NOT SURE?
Frequently Asked Questions
We understand. Buying leads is a real commitment. Here are the questions most firms ask before they apply.
How are these leads actually generated?
We run paid ads on Meta and other platforms to consumers who match the estate planning buyer profile. Anyone who clicks goes through our 14-question intake quiz. We validate the phone number against a live carrier lookup, capture TrustedForm and Jornaya consent certificates, and deliver the lead to your CRM in under 60 seconds. You see the entire funnel on the sales call before you pay us anything.
What makes these leads different from other lead vendors?
Three things. First, exclusivity is locked at the county level in the contract, not at the zip code. Second, every lead has personally disclosed $500K or more in investable assets. We do not estimate from data brokers or income proxies. Third, every lead arrives with TrustedForm and Jornaya certificates documenting express written consent, which protects your firm under the 2024 FCC 1-to-1 consent rule.
When can I start buying leads after I apply?
Most firms are onboarded within 5 to 7 business days of the sales call. The starter pack is 20 leads delivered over 30 days. Your first lead typically arrives within 48 hours of onboarding.
What if a lead is bad?
If a lead is disconnected, wrong-numbered, or the prospect denies filling out the form, we replace it 1 for 1 within 5 business days. No proof required. You flag it with one click in your buyer dashboard. You have 14 days from delivery to submit a flag.
Is this compliant with my state bar rules?
Yes. We run a pay-per-lead model, not pay-per-signed-client. ABA Model Rule 7.2 prohibits paying for client recommendations, but it does not prohibit paying for marketing services that generate prospect contacts. Pay-per-lead is the only structurally compliant lead model under the bar rules. We can provide you the legal analysis your compliance officer needs before you sign.
How do I know the $1M+ asset number is real?
The asset disclosure is captured directly from the consumer and time-stamped with a TrustedForm certificate. You see the exact answer the prospect gave on every lead in your CRM.