Estate Engine

Pricing

Founding beta access for 5 estate-planning firms.

The beta program combines Estate Engine software, a team running paid ads and marketing for you, and sales coaching into one high-touch growth package at $2,000 per month.

Free consultation

Workflow review

$0

For attorneys who want to see whether Estate Engine fits their growth goals, sales process, communications, and legal operations.

  • Review your current lead, consult, and client workflow.
  • Identify where software, done-for-you marketing, and coaching can create leverage.
  • Discuss whether one of the 5 beta spots is a fit.
Schedule Free Consultation

Limited beta program

Founding Firm Beta

$2,000 / month

A personalized program for firms that want the platform, done-for-you advertising, marketing execution, and sales guidance to turn Estate Engine into a growth system.

5 firm limit High-touch onboarding Ads managed for you Beta pricing
  • Estate Engine web app for leads, sales, activation, fulfillment, documents, scheduling, reporting, campaigns, automations, SMS, voicemail, and reviews.
  • iOS and Android phone apps for firm calling and texting, similar to a modern business phone system.
  • A marketing team that runs your paid ads for you, including campaign setup, ongoing management, and lead-generation support.
  • Marketing execution to help nurture estate-planning opportunities after they come in.
  • Sales coaching from an experienced estate-planning sales attorney to improve consult conversion.
  • Personalized setup and feedback while the beta group shapes the next version of the platform.
Apply for a Beta Spot

Why the beta is different

This is not just software access.

Software foundation

The platform centralizes the practice journey from first lead through documents, signing, maintenance, reporting, phone, and text.

Done-for-you marketing leverage

Your firm gets paid ad campaign management and marketing execution from the Estate Engine team, so you are not paying $2,000 per month for software alone. You are getting the system, the team, and the coaching to help create and convert demand.

Sales conversion support

Coaching helps attorneys turn more consults into engaged clients without guessing through the sales process alone.

Beta spots are intentionally limited.

Schedule the free consultation to see whether your firm should be one of the first 5.

Schedule Free Consultation