Turn Your Website Into a 24/7 Estate Planning Intake Engine
Stop losing potential clients to friction. We build high-performance websites that integrate with Clio and WealthCounsel to automate your intake and increase billable hours.
Estate planning practitioners face a unique bottleneck: the gap between a lead's initial interest and the completion of a complex intake questionnaire. Traditional websites act as static brochures, but a modern firm requires dynamic tools to handle the sensitive nature of fiduciary duties and attorney-client privilege. Most firms see a 40% drop-off rate when clients are asked to provide financial details via PDF or insecure email.
By implementing interactive AI-driven intake forms and secure client portals, firms can reduce the administrative burden of trust funding follow-ups and annual review reminders. For a firm charging an average of $3,500 per estate plan, capturing just two additional clients per month through an optimized conversion funnel results in an extra $84,000 in annual revenue, far outweighing the cost of a modern digital infrastructure.
Problems We Solve
Low Consultation Conversion
Many visitors leave because they can't see your availability. We integrate Clio Scheduler directly into your site to capture intent immediately.
Manual Intake Friction
Replacing static PDFs with dynamic, logic-based questionnaires reduces the time spent on initial data entry and improves client satisfaction.
Trust Funding Gaps
Automate follow-up sequences for trust funding checklists, ensuring clients actually transfer assets and complete their plan.
Review Cycle Neglect
Set up automated triggers for three-year estate plan reviews, creating a recurring revenue stream from your existing client base.
Information Security
Ensuring all client data collection meets fiduciary standards with encrypted forms and secure portals for sensitive financial documents.
What You Get
WealthCounsel Integration
Deep-link your website intake directly into WealthCounsel or ElderCounsel for seamless document drafting.
AI-Powered Triage Chatbot
An intelligent bot that answers basic probate vs. trust questions and qualifies leads before they book a call.
Dynamic Content Modules
Educational content on California Prop 19 or federal estate tax exemptions that updates based on the visitor's location.
Client Portal Access
A secure area for clients to upload deeds, bank statements, and beneficiary designations for trust funding.
Clio Syncing
Automated contact creation and calendar syncing to eliminate double-entry in your practice management software.
What It Costs
Setup
$3,000 - $8,000
Monthly
$100 - $300
ROI Example
Converting just 3 extra $4,000 estate plans per month generates $144,000 in additional annual revenue.
Frequently Asked Questions
How do you handle HIPAA and attorney-client privilege?
Can you integrate with my existing Clio account?
Will this help with my local SEO in Westlake Village?
Do you provide content for the website?
How long does a typical build take?
Can the website handle trust funding checklists?
Ready to Automate Your Estate Planning Intake?
Book a free 15-minute consultation to see how we can integrate your website with WealthCounsel and Clio.
Serving Estate Planning Firms businesses nationwide. Based in Westlake Village, CA.