Lead and consult management
Capture leads, follow up, schedule consults, and keep the sales conversation moving.
Attorney-built estate planning automation
One complete system to grow your estate-planning practice.
Estate Engine is not just software. Your beta includes the platform, a team running paid ads and marketing for you, and sales coaching to help turn more consultations into clients.
Built for estate-planning practices that want leverage without giving up professional review.
5 firms
Founding beta spots for firms that want the software, marketing team, and sales coaching working together.
Practice growth
Paid ads, marketing support, campaigns, reviews, and lead follow-up.
Client conversion
Sales pipeline, consultation tracking, and attorney coaching.
Communications
Business texting, calling, voicemail, and mobile phone apps.
Legal operations
Intake, documents, fulfillment, maintenance, and reporting.
Practice workflow
From lead to signed plan and future follow-up.
Estate Engine is organized around the full client journey: attracting leads, converting consults, preparing documents, communicating with clients, and keeping the firm accountable.
Phone, text, and mobile
Use integrated calling, SMS, voicemail, and iOS/Android phone apps so client communication stays connected to the matter.
Planning and fulfillment
Move clients through activation, intake, documents, signing, delivery, maintenance, and future follow-up.
Built for control
Automation, marketing, and coaching working together.
The beta program is built around the real value: software plus a marketing team doing the work and sales coaching that helps your firm convert the demand they create.
✓ Intake complete
✓ Fiduciaries assigned
✓ Review notes ready
✓ Draft package queued
“Your practice growth system should connect the marketing, sales conversation, client communication, and legal work instead of scattering them across separate tools.”
Founding beta
Only 5 firms get the high-touch beta offer.
- Estate Engine software for growth, communications, scheduling, documents, and operations.
- Paid advertising management and marketing team support paired with your practice goals.
- Sales coaching from an experienced estate-planning sales attorney.
- Beta pricing at $2,000 per month while spots are available.