01
Prospects compare 3–5 attorneys
Estate planning clients research extensively before deciding. They compare credentials, reviews, and — critically — response speed. First responder advantage is decisive.
For Estate Planning Attorneys
Your next estate planning client is comparing 5 attorneys right now
Estate planning prospects research carefully and compare 3–5 attorneys before deciding. 79% hire whoever responds first. FirmFirst helps you respond in minutes, build trust early, and convert more clients.
How a $3,500 engagement walks to your competitor
Wednesday morning. You're in a client meeting.
10:15 AM
High-net-worth prospect submits inquiry
A VP at a Fortune 500 company needs a comprehensive estate plan — revocable trust, power of attorney, healthcare directives. Estimated engagement: $3,500–$5,000.
10:16 AM
Same form submitted to 2 other firms
He's methodical. He's comparing credentials, response times, and first impressions. Your firm is one of three.
10:22 AM
Competitor calls him back
Another attorney got a text notification, saw the prospect's employer and LinkedIn profile, and called back with a personalized opening: 'I see you're at [Company] — I've helped several executives there with similar plans.'
10:40 AM
Consultation scheduled
The competitor booked a consultation for Thursday. The prospect canceled his other inquiries.
12:30 PM
You see the inquiry after your meeting
2 hours too late. He's already committed to a competitor who responded faster and seemed more prepared.
$3,500
That's one engagement. This prospect also needs annual reviews and referrals from his executive network. The lifetime value was $15K+.
Estate planning-specific challenges
02
Referrals still need fast response
Even referred prospects expect prompt communication. Waiting 24+ hours signals you're too busy or uninterested. 33% of firms never respond to inquiries at all.
03
Building trust before the meeting
Estate planning requires high trust — clients are sharing their financial lives. Knowing who the prospect is (employer, LinkedIn, location) before the call lets you build rapport from the first sentence.
attorneys compared before hiring — the first to respond wins estate planning clients
Industry Research
How FirmFirst helps estate planning attorneys
Respond to inquiries in minutes
Get notified instantly when a prospect submits. Respond from your phone between client meetings or court appearances. Beat the 2 other firms they're also considering.
Estate planning intake form template
Pre-built form with estate planning questions: estate size, beneficiaries, existing documents, specific concerns (probate avoidance, tax planning, special needs trust, business succession).
Person enrichment builds trust from the first call
See prospect's employer, LinkedIn profile, and location before you call. Reference their background naturally: 'I see you're at [Company] — I've helped several executives with similar planning needs.'
Identify high-net-worth prospects
Intelligence signals help you spot high-value engagements. Employment data (VP at Fortune 500) signals complex estate planning needs ($3,500–$10,000+ engagement) vs. simple will ($800–$1,500).
Built for every estate planning matter type
FirmFirst's estate planning intake form captures the right questions for each engagement type.
- Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Power of Attorney
- Healthcare Directives
- Probate Administration
- Trust Administration
- Estate Tax Planning
- Special Needs Trusts
- Guardianship
- Conservatorship
- Business Succession Planning
- Charitable Planning
- Asset Protection
- Beneficiary Designations
- Elder Law
How it works for estate planning attorneys
1
Prospect submits inquiry
Will, trust, or probate — your estate planning intake form captures estate size, existing documents, specific concerns, and urgency. Embed it on your site or share a link.
1
Prospect submits inquiry
2
You're notified in 30 seconds
Text and email with prospect name, estate planning needs, and intelligence signals. See their employer and LinkedIn profile before you call.
2
You're notified in 30 seconds
3
You call back prepared
You know their employer, title, and location. Open with: 'I saw you're looking for help with trust planning — I've worked with several clients in similar situations.' Instant rapport.
3
You call back prepared
4
Client books consultation
You responded in 4 minutes. The other firms took hours. The prospect chose you because you were fast, prepared, and trustworthy. Average engagement: $2,500–$5,000.
4
Client books consultation
Results from estate planning attorneys
< 5 min Average response time
79% of clients hire first responder
$49/mo Less than one billable hour
Common questions from estate planning attorneys
How does the intelligence report help with estate planning prospects?
The intelligence report shows employer, job title, LinkedIn profile, and location before you call. For estate planning, this is powerful: you can identify high-net-worth prospects (VP at Fortune 500 = complex estate plan) vs. simple will requests, and personalize your opening to build trust.
Can I customize the intake form for different estate planning services?
Yes. The estate planning template includes questions about estate size, existing documents, and specific concerns (probate avoidance, tax planning, special needs trusts). You can customize questions to match your practice focus.
Do I need to change my existing website?
No. Embed the FirmFirst intake form on your current site with a single code snippet, or share a standalone form link. Setup takes under 5 minutes. No developer required.
What happens when I hit 10 inquiries on the free plan?
You keep using FirmFirst. We'll prompt you to upgrade to Pro Solo at $49/month — less than the cost of one hour of estate planning work. Pro gives you unlimited inquiries plus person enrichment.
Is FirmFirst appropriate for high-net-worth estate planning?
Yes. The person enrichment feature is especially valuable for HNW clients. Seeing a prospect's employer, title, and professional background before the first call lets you tailor your approach and demonstrate understanding of their complex planning needs.
Start building your estate planning practice
Free for 10 inquiries per month. No credit card required.
- Free for 10 inquiries/month
- No credit card required
- Setup in under 5 minutes