One firm per market

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.

  • One firm per market
  • Pay per show
  • Full refund on undelivered packs
Check if your market is open Four short steps, then pick a time for your call
The short version, in five slides

01Who it's for

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

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04How it works

From your application to consultations on your calendar

  1. Apply below.
  2. We confirm your market is open and that you're a fit.
  3. Buy a small trial pack: three qualified appointments, paid up front.
  4. Consultations start flowing within days, not months.
  5. You pay only for appointments that show.
  6. 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.

What's your firm's monthly revenue right now?

This tells us whether the math works for your firm.