Generate and capture demand
Use managed paid ads, marketing support, campaigns, lead tracking, and review workflows to create and organize new opportunities.
How it works
A connected path from first lead to long-term client relationship.
Estate Engine helps estate-planning firms attract opportunities, convert consults, communicate with clients, prepare documents, and manage fulfillment in one operating system.
Convert the consultation
Manage sales activity, scheduling, phone, text, payments, and coaching so more qualified consults become engaged clients.
Deliver the plan
Move clients through activation, intake, documents, review, execution, delivery, maintenance, and reporting.
Implementation
The consultation maps the beta program to your growth plan.
Different firms need different leverage. The free consultation is where you walk through your marketing, sales, phone, scheduling, document, and fulfillment process, then decide whether one of the 5 beta spots is a fit.