Exclusive, pre-screened estate planning consultations for your metro
No retainers and no ad spend on your side. You pay per qualified appointment only, and every appointment is screened on asset level, age band, timeline and state before it ever reaches your calendar. If we book it and they show, you pay. If we can't deliver what you bought, you get refunded.
For estate planning and elder law firms doing $50K or more a month
You want more consultations without retainers, ad spend or junk leads. We fill the gaps in your calendar with pre-screened consultations, and you only pay for the ones that show up.
02Before and after
What changes when we run your market
Before
Gaps in your calendar.
Junk leads from aggregators, sold to five firms at once.
Retainers paid to agencies that underdeliver.
After
Pre-screened consultations booked straight onto your calendar.
Screened on asset level, age band, timeline and state.
You pay per show.
You're the only firm in your metro.
03What one appointment is worth
Run your own numbers
Take your average engagement value and multiply it by your close rate on a qualified consultation. That's what one qualified appointment is worth to your firm, before you count a single referral.
For the firms we take on, the price per appointment is a small fraction of that number.
Your numbers
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%
One qualified appointment is worth
$ ?Put in your two numbers to see it.
04How it works
From your application to consultations on your calendar
Apply below.
We confirm your market is open and that you're a fit.
Buy a small trial pack: three qualified appointments, paid up front.
Consultations start flowing within days, not months.
You pay only for appointments that show.
When you're ready, move up to 10-packs and 20-packs at volume prices.
If we can't deliver what you bought, you get your money back. Period.
05What you can hold us to
Everything we promise, in plain sight
Four gates before anyone books
Age band, asset level, timeline and state, checked on the form and again on a call.
A full refund on the trial
If we can't deliver all three trial appointments, you get every dollar back.
One firm per market
Every appointment we book in your metro goes to you and nobody else.
No contract and no retainer
You buy one pack at a time, and you can stop after any pack.
No ad spend on your side
We pay for every ad. You pay only for appointments that show.
Almost no setup
Connect your calendar, and we build the campaign for your area.
Apply for your market
See if your market is still open
The quality of your answers decides the quality of the response you get. A firm doing $300K a month that fills this out properly gets a different experience than a firm doing $20K that leaves half the fields blank.