Map the firm
We learn your services, team, sales process, client journey, pricing, locations, and growth goals in a live kickoff meeting.
October implementation offer
Get your estate-planning firm ready to scale for $500.
We configure Estate Engine around your firm, connect the systems that run your day, and prepare your marketing and client workflows before your monthly subscription begins.
Limited October availability. Advertising spend and third-party account charges are separate.
Software + service
A working operating system backed by a team.
Built around your firm
Your services, process, voice, and documents.
Managed marketing
Advertising and monthly campaign execution.
Direct support
Real implementation meetings and ongoing help.
See the system in action
One connected journey for your firm and your clients.
See how Estate Engine connects advertising, consultations, payments, contracts, client communication, and fulfillment into one managed process.
Implementation
More than access to another platform.
The $500 phase turns years of prebuilt estate-planning workflows into a system configured for your firm. Building these funnels, integrations, automations, and communications independently can require multiple vendors and a substantial custom-development budget.
Connect the business
We integrate website forms, Google calendars, Zoom, email, Twilio, contracts, and the accounts needed to run your workflows.
Customize the system
We tailor funnels, forms, email and text copy, automations, meeting types, documents, and client communications to your firm.
Prepare advertising
We help configure the Google advertising foundation, including Local Services Ads where appropriate, so campaigns can move when you are ready.
Test every handoff
We verify lead capture, scheduling, communications, calendars, and internal workflows before the operating subscription begins.
Launch together
We finish with a live launch meeting to review the completed setup, answer questions, and confirm the next operating steps.
After implementation
The team stays involved.
Estate Engine is both software and an ongoing managed service. Your subscription includes the platform, support, Google ad campaign management and optimization, and custom promotional email campaigns written for your firm each month.
One connected operating system
Manage leads, consults, phone, text, activation, fulfillment, documents, scheduling, reporting, reviews, and long-term client relationships.
Marketing execution
We manage and optimize Google advertising and create firm-specific promotional campaigns rather than leaving you with tools to operate alone.
Support that understands the workflow
Get help from the team that configured the system and understands how your firm is using it.
Ramp pricing
Keep more cash available while you build momentum.
After implementation, the subscription rises gradually to the standard $2,000 monthly rate. The first three operating months provide $2,000 in total subscription savings that can stay available for advertising and growth.
Implementation
$500
One-time setup. No monthly subscription while the agreed implementation is being completed.
Operating month 1
$1,000
Launch the complete platform and managed service at half the standard monthly rate.
Operating months 2-3
$1,500 / month
Continue building demand and refining the system with ongoing service and support.
Month 4 onward
$2,000 / month
The standard subscription for Estate Engine software and managed services.
Google ad spend, Twilio usage, Zoom, and other third-party services are paid separately. Timing depends on account approvals, access, and the complexity of your firm's setup.
No long-term lock-in.
If Estate Engine is not the right fit, you are not happy with the service, or the results do not justify continuing, you can cancel at any time and stop future subscription billing.
See what Estate Engine would look like inside your firm.
Schedule a consultation to review your current workflow and the October implementation offer.