Estate Planning
We know your CPA sends you referrals you can’t track.
You help families protect what matters most. Your tools should help you do that — not get in the way. One system tracks every referral, automates every follow-up, and turns your past clients into predictable recurring revenue.
The $15M exemption is permanent. AI is coming for simple wills. Your practice needs a digital foundation.
The OBBBA made the estate tax exemption permanent — the urgency narrative shifted. Meanwhile, Gen Z is 580% more likely to trust AI over an attorney. The bottom of the market is eroding. Your digital presence is how you stay relevant.
The Problem
You went to law school
to help families.
Not to manage software subscriptions, chase invoices, re-enter contacts into three different tools, and spend your evenings doing admin you’ll never catch up on.
Your CPA sends referrals you can't track.
You know CPAs and financial advisors send you business. But you can't tell exactly who, how often, or how much revenue they've generated. So you can't prioritize the relationships that matter most — or recognize the ones that do the most for you.
Every month starts at zero.
Estate planning is project-based. A family comes in, you build their plan, they leave. No recurring revenue. You can't take a real vacation because no work means no income. Every January feels like starting over.
200 past clients. No follow-up system.
You've served hundreds of families. Their plans may be outdated — new children, new assets, new states, changed laws. But you have no way to systematically reach out, remind them, and bring them back for a review that protects them and generates revenue for you.
Your website embarrasses you.
Every time a CPA referral Googles you, you cringe. Your site was built years ago and hasn't been touched since. The quality of your work is not reflected in how you appear online. That gap bothers you — because it should.
Stay Connected
Past clients stay connected
to your firm — without you
touching it.
Most estate planning attorneys serve a family once and never hear from them again — until the plan is outdated and someone else fixes it.
The follow-up system changes that. When you close a matter, the sequence runs on its own — thank-you email, satisfaction survey, Google review invitation for families who rate 9 or 10, and scheduled re-engagement touches on the calendar you set.
You configure the sequence once. When a family’s situation changes — new child, new property, moved states — you’re the attorney they already hear from. Not the one they have to look up.
What It Does
- Post-matter thank-you and satisfaction survey
- Google review invitation for 9-10 ratings
- Scheduled re-engagement touches on your calendar
- Every past client stays connected to your firm
WealthCounsel stays exactly where it is.
Your document drafting software is your core legal tool. I don’t touch it. Built by Cameron handles your website, your client relationships, your scheduling, your billing, your follow-up, and your marketing.
Two tools instead of seven — and you go from paying $1,200-$2,700/month in a fragmented stack to $399/month for everything.
What stays separate
- WealthCounsel / Gavel — document drafting
- LawPay — IOLTA trust accounting only
Everything else: one system.
From Referral to Revenue
What happens when a CPA
sends you a family.
Ten steps. All of them automatic — except the legal work, which is yours.
- 01
A family your CPA works with needs an estate plan. The CPA sends them your name.
- 02
That family Googles you. They see a professional site that matches the quality of your work. They book a consultation — at 9pm, from their phone.
- 03
The system creates a contact record, tags the referral source as that CPA, and sends a confirmation to the family.
- 04
You get a notification. One click to send an engagement letter for e-signature.
- 05
The family signs. The system creates the matter, generates the invoice, and books the first working appointment.
- 06
Throughout the engagement, documents flow through the secure client portal. No emailed PDFs.
- 07
After signing, the family gets a thank-you email — and a satisfaction survey. If they rate 9-10, they're invited to leave a Google review.
- 08
Sixty days later, they get an automated ask: 'Do you know anyone who might benefit from an estate plan?'
- 09
At year-end, you pull the referral revenue report. You see the CPA sent you 6 families. Worth $28,000 in fees. You buy them dinner.
The System
Built for how you
actually work.
Every feature is specific to the way estate planning attorneys practice — flat-fee billing, family-based cases, referral networks, and long-term client relationships.
Referral source tracking
Every contact tagged to the CPA, financial advisor, or family member who sent them. Pull a report at year-end: which relationships generated the most revenue.
Consultation scheduling
Families book while you sleep. Google Calendar sync. Automatic reminders cut no-shows from 25% to under 5%.
Client intake forms
Intake questionnaires feed directly into the system. You walk into consultations knowing the family's situation — not gathering it.
Flat-fee invoicing
Automatic invoice generation when a matter is confirmed. Online payment. Payment reminder sequences so you're not chasing checks.
Client follow-up system
After a matter closes, the system sends thank-you emails, satisfaction surveys, and re-engagement campaigns on your schedule. You stay top-of-mind with past families without touching it again.
CPA referral outreach
Separate mailing list for your referral partners. Stay in touch systematically — without adding another task to your plate.
Secure client portal
Documents shared through the portal. No more emailing PDFs and hoping. Clients upload directly. You see the status without chasing.
Google review automation
7 days after a matter closes, clients get a satisfaction survey. Happy families get invited to leave a Google review. Unhappy ones are handled privately.
Data Privacy
I never see your
clients’ information.
Your families trust you with everything — their assets, their health situations, their family structures. That data stays between you and your system. I can maintain the technology without opening your file room. It’s not a setting I can change — it’s how the access roles are architected.
Read the full privacy promiseSee What I Build
Real designs. Real quality.
These are capability demonstrations — the craft and attention you get at each price point. Your estate planning site will be customized around your practice and voice.
Photography
Custom Bakery
Full-Service Catering
Craft Brewery
In Final Development
Trust Protocol
Tamper-evident recording of client sessions for capacity documentation. Zero-storage architecture — recordings live on the attorney’s device, never on a server. Clients purchase session tokens; attorneys keep a verifiable record that a conversation happened and what was discussed.
Trust Protocol is in final development. A small number of attorneys are evaluating it before general release. If you want to be among the first, I’d like to hear from you.
FAQ
Questions I Hear From Estate Planning Attorneys
Do you integrate with WealthCounsel?
I work alongside WealthCounsel — I don't replace it. Your document drafting software stays exactly where it is. Built by Cameron handles your website, CRM, scheduling, billing, and client follow-up. You go from seven tools to two.
How does CPA referral tracking work?
Every contact gets tagged to the referral source — a CPA, financial advisor, or family member — at the moment they book or submit an intake form. At year-end, you pull a report and see exactly which relationships sent you business and how much revenue each one generated.
What happens to my website if I stop paying?
You own everything — the content, the design, the domain, and the data. If you stop, I help you export and hand over the keys. Unlike FindLaw or Scorpion, your site doesn't disappear when the contract ends. It's yours from day one.
How does client follow-up work after a matter closes?
After you mark a matter closed, the system handles the follow-up sequence automatically — thank-you email, satisfaction survey, and a Google review invitation for families who rate 9 or 10. You configure the timing and copy once. Past clients stay connected to your firm without you adding another task to your plate.
Can I import my existing client contacts?
Yes. Clio, MyCase, and most practice management tools export contacts as a CSV. I provide templates and walk you through the import on your onboarding call. You do the clicks — your data never passes through my hands.
What does $399/month actually cover?
$399/month is the month-to-month management rate — your website, hosting, daily backups, security updates, CRM, scheduling, intake forms, email marketing, client portal, invoicing, automated client follow-up, and up to 5 changes per month. The website build is a separate one-time purchase ($5,999). You can buy just the build and manage it yourself, or add management at $399/mo, prepay at $1,995 (6 months) or $3,591 (12 months), or go hourly at $150/hr.
Do you ever see my clients' information?
No. I never see your client data. Your system is configured so I can maintain the website and features without accessing your client records. This isn't a setting I can toggle — it's how the access roles are architected. Your families' information stays between you and your system.
How long does it take to get set up?
Most attorneys go live within 2 to 3 weeks. I build from your existing public information — firm name, practice areas, photo, location — and you review and approve before anything goes live. Your legal work isn't interrupted during setup.
A 30-minute call.
No hard sell.
You’ll see exactly how the system works — the referral tracking, the client follow-up system, the intake forms, the whole thing. Bring your questions. The harder the better.
$5,999 to build. $399/month to run. Prepay 6 months: $1,995 (one month free). Prepay 12 months: $3,591 (three months free). Or pay as-needed at $150/hr.