Automate Your Estate Planning Firm from Intake to Funding
Stop losing potential clients to slow follow-ups. We build custom automation for estate planning firms that syncs Clio with WealthCounsel and automates the trust funding process.
In the estate planning industry, the 'funding gap' is a massive liability—where documents are signed but assets are never actually moved into the trust. Manual drafting via HotDocs and the constant chase for client signatures create bottlenecks that limit a firm's capacity to roughly 10-15 plans per month per attorney. By automating the intake questionnaire and the subsequent follow-up sequences, firms can reduce the time-to-draft by 40% and ensure no client falls through the cracks.
Furthermore, many firms lose significant revenue by failing to follow up on annual reviews. With average plan fees ranging from $2,500 to $5,000, missing just three consultations a month due to slow response times costs a firm over $100,000 in annual revenue. Our systems bridge the gap between your CRM, your drafting software, and your client's inbox.
Problems We Solve
Low Consultation Conversion
Potential clients often ghost after the initial call. We automate immediate booking links and educational nurture sequences that keep leads engaged until the retainer is signed.
The Trust Funding Gap
Many clients sign documents but fail to fund the trust. Our automation tracks asset transfers and sends automated reminders to clients and their financial advisors to ensure the plan is effective.
Manual Data Entry Fatigue
Re-typing client names and beneficiary details from paper forms into WealthCounsel or Clio is prone to human error. We create digital intake forms that sync data directly into your drafting software.
Signing Ceremony Delays
Coordinating schedules for the attorney, witnesses, and notary often takes days of back-and-forth. We implement logic-based scheduling that only offers slots when all parties are available.
Stagnant Annual Reviews
Firms miss out on recurring revenue because they lack a system to automatically flag life events or law changes. We build automated outreach triggers for 2-year or 3-year plan reviews.
What You Get
Smart Intake Questionnaires
Dynamic forms that feed data directly into Clio and WealthCounsel, eliminating double data entry for paralegals.
Automated Funding Checklists
A client-facing portal that tracks bank account transfers and deed recordings with automated SMS reminders for the client.
The 'Review' Engine
Automated outreach every 2-3 years or when tax laws change, keeping your firm top-of-mind and driving recurring fees.
Document Workflow Orchestration
Triggering drafting tasks in HotDocs or ElderCounsel based on questionnaire completion, ensuring documents are ready for review faster.
Secure Client Portals
Encrypted environments for document delivery and signature coordination that comply with fiduciary duty standards.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
Converting just one extra $3,500 estate plan per month covers the annual cost of automation several times over, yielding a 500%+ ROI.
Frequently Asked Questions
Does this integrate with WealthCounsel?
How do you handle Attorney-Client Privilege?
Will this improve the client experience?
Can you automate the trust funding follow-up?
How long does it take to see results?
Do you provide training for my paralegals?
Reclaim Your Billable Hours Today
Book a free 30-minute automation audit to see how we can streamline your trust and estate practice.
Serving Estate Planning Firms businesses nationwide. Based in Westlake Village, CA.