Estate Planning Lead Generation: A Client Guide for Your Site
Get new clients who show up to the first meeting ready to decide
Add an interactive, five-minute estate planning guide to your firm’s website. It covers the basics of a typical estate plan and shows your state’s signing rules, then sends clients to your consultation page with a list of questions to bring to their first conversation with you.
Estate planning lead generation that teaches first
Most estate planning websites ask visitors to book a call before they understand what they’d be calling about. The guide answers the basics first, in plain English, and every step points back to your firm.
- Their family, not a generic example. Visitors tap a few answers (married, kids, a home) and a diagram of their own household shows what happens with no plan, with a will, and with a trust.
- Their state’s rules. The guide covers all 50 states and D.C., including how wills, powers of attorney, and health care directives must be signed.
- Your consultation page at the end. The guide closes with your button, your phone number, and a personalized list of questions to bring to the meeting.
- No client data collected. Visitors’ answers stay in their browser. The guide sends people to your own intake or booking page, so leads arrive where they always have.
What changes for your practice
- First meetings start further along. Clients arrive knowing the difference between a will and a trust, with their questions already written down.
- A useful page to link to. Use it in your menu, in follow-up emails, and anywhere someone asks “where do I start?”
- Nothing new to manage. We host the guide and keep its content and state rules current. Your site only needs one link.
How setup works
- Send us six details: firm name, website, consultation page link, phone number, brand color, and your state.
- We build your guide and send you the link to review. If you’d like it private until you approve it, we’ll put it behind a password.
- You approve it and add one link to your site’s menu or estate planning page. We’ll send you a short note with everything you need to add it in minutes.
- We keep it current. When the guide improves or state rules change, your page updates too.
Your guide lives at estate-engine.com/planning-guide/your-firm/, with a bar at the top linking back to your website.
FAQs about estate planning lead generation
Nothing extra. The guide is included with your Estate Engine plan.
No. The answers visitors tap only change what the page shows them. They aren’t saved or sent anywhere. The guide sends people to your own consultation page, so you collect leads the way you do today.
It uses your firm name, brand color, and heading style, with a top bar linking back to your site. It’s built to feel like part of your website without copying its design, so it keeps working if you update your site.
The state rules are drafted from statute-by-statute research reviewed by an attorney. You also review your page before it goes live. Every guide includes a disclaimer that it is general information, not legal advice.
Your firm details, button text, and contact information are yours to set. The guide’s content is shared across all firms so we can keep it accurate and current. If something doesn’t fit your practice, tell us.
No. Adding one link to your menu or a page is all it takes. Most website platforms let you do that in a few minutes, and we’ll send you the a simple checklist with the setup details.
Put the guide on your website
Already an Estate Engine customer? Tell us you’d like a guide and we’ll take it from there.