For estate planning firms
Make planning feel easy.
Families put off estate planning. A clear site, articles that answer their questions, and online booking make the first step simple.
How a lead is handled
From first search to your phone.
- 01
They read before they call
Articles drafted for you, with sources, answer what a will or trust is for. You approve each one.
- 02
They pick a time
Online booking shows your open hours, and they choose the time that suits them.
- 03
They’re reminded
A confirmation with a calendar file, and a reminder the day before, so fewer people miss the meeting.
- 04
You ask for a review
Once the plan is signed, one click asks for an honest Google review.
Made for estate planning firms
What you’ll use most.
Online booking
Visitors pick a consultation time from your hours, then get a confirmation, a calendar file, and a reminder.
Growth and up
Paid consultations
Show your fee and a pay button that opens your own LawPay, Clio Payments, or Stripe page. The money goes straight to you.
Growth and up
Articles that answer questions
Brief drafts sourced articles in your voice. Nothing publishes until you approve it.
Every plan
Review requests
One click asks a signed client for an honest Google review. Same words for everyone, nothing offered.
Growth and up
Straight into Clio or Lawmatics
Every new lead goes into Clio Grow or Lawmatics with where it came from. No retyping.
Growth and up
City pages
A page for each city you serve, so people searching there find you.
Premium and Landmark
Bar rules
The rules we watch for you.
Guardrail checks every word before it goes live and scans your site every morning. It’s a review aid, not legal advice: you stay responsible for your advertising.
“Specialist” has conditions
Words like specialist, expert, or certified are flagged with your state’s condition, such as certification by an approved body.
CA 7.4(a), TX 7.02(b), FL 4-7.14, NV 7.4(d)
Reviews carry a disclaimer too
Quoted reviews show that results vary, and review requests offer nothing in return, as bar rules and Google’s policy require.
FL 4-7.13(b)(9)(F), NV 7.2(b)(7)
No promised outcomes
Guardrail flags words that promise a result before they go live, and cites your own state’s rule.
ABA Model Rule 7.1; CA 7.1, TX 7.01(a), FL 4-7.13(b), NV 7.1
The design we’d start with
Chambers.
Deep and refined, with the quiet confidence planning clients look for. Any of our designs works for estate planning firms, and you can switch before launch.
Questions
What estate planning firms ask.
Can clients book online?
Yes, on Growth and up. You set your hours, they pick a time, and both of you get the details and a calendar file.
Who writes the articles?
Brief drafts them in your voice with sources, from 2 to 8 a month by plan. Nothing publishes until you approve it, and you can write your own too.
Can I list flat fees for wills and trusts?
Yes, in your own words. Guardrail checks every word before it goes live.
Your next client is searching.
Give them a site worth calling. See yours on a preview address minutes after you sign up.