Estate Planning & Probate Marketing That Brings In More of the Matters You Want

Yes. We build a separate campaign for each matter type you want more of, with its own pages, searches, and budget, from living trusts to probate administration and Medicaid planning. Your reports show signed clients and cost per signed client by matter type, so you can see the mix shift and move budget toward the work you want.

Online will services mostly compete for national searches, so we focus on the searches they can’t serve well: local ones, questions about your state’s probate rules, and situations that need an attorney, like blended families, a family business, or a parent moving into care. Your guides answer those questions in detail, which is also what ChatGPT, Gemini, and Claude draw on when they recommend a local attorney. We check what the assistants say about your firm every month.

Start with the matters you want and how many new clients your attorneys can take on each month. Your package fees, the time each plan takes, and competition in your market set how much you can reasonably spend to sign each client. Your Growth Counsel works through those numbers with you and recommends a budget before campaigns launch.

You may start signing new clients within the first few weeks, depending on your starting point. We begin by fixing missed calls and slow follow-up and by inviting past clients to review their plans, which tends to bring in signed work early. Search campaigns for urgent matters like probate and Medicaid planning also move quickly, while SEO, content, and referral partnerships take longer to build.

If you don’t see a positive return on your investment within 90 days, we keep working at no charge until you do. Before we start, we agree on which costs and revenue count toward that return and how we’ll track them.

Your first payment is due seven days after you subscribe, giving us time to complete onboarding and setup. After that, you’re billed monthly. There’s no long-term commitment, and you can cancel at any time.

Ad spend is separate, but we take care of setting up your ad accounts, managing campaigns, and handling billing with the platforms. The accounts belong to you, and you can see exactly where your budget goes. Campaign management is included for monthly ad spend up to $10,000 on Growth and $25,000 on Scale. A 5% management fee applies only to spending above your plan’s threshold, with no limit on how much you can spend.

You do. Everything is set up in your firm’s name, and the website, the content, the ad accounts, the tracking and the client data stay with you if we ever part ways.