Your firm doesn't need more leads. It needs better ones. We deliver estate planning prospects who are past the education phase—they've already told us what they own, who they're protecting, and what they want to accomplish. No ghosting. No tire-kickers. Real appointment conversions.
Directory leads and ad responses are cold by definition. They clicked, filled out a form, or saw an ad—but they're not actually committed to planning. Your show rate tanks.
When prospects don't know what they own or what they want, your intake calls become 20+ minute sales pitches. By the time they hang up, they've lost interest.
You can't match leads to your team's expertise if you don't know whether they need a simple will or a trust strategy. Wrong match = missed opportunity.
Families complete our 5-step questionnaire covering state, family structure, assets, planning status, and goals.
Our system assigns a complexity score: Simple Will, Trust-Based Plan, or Complex Estate — before the lead touches your inbox.
Full intake package — name, contact info, assets, family structure, goals, and score — delivered to your email the moment they finish.
No portal. No middleman. Contact them directly, knowing exactly what they need before the first call.
They've already self-identified their need, answered your intake questions, and told us exactly what they want to accomplish. You get the full picture before the first call—no guessing, no surprises. Just ready-to-book conversations.
Every lead is scored before it reaches your inbox — so your team knows what to expect on the first call. No surprises.
Leads are sold in volume packages — you pay per lead, never a monthly fee. We'll walk you through options and answer any questions. No commitment required.
| What you get | My Will House | Google / Meta Ads | Directory Leads |
|---|---|---|---|
| Upfront intake data | ✓ | ✗ | ✗ |
| Complexity score before contact | ✓ | ✗ | ✗ |
| Exclusive (not shared with competitors) | ✓ | ✓ | ✗ |
| No monthly ad spend required | ✓ | ✗ | ✓ |
| Pay only for leads you receive | ✓ | ✗ | sometimes |
| Consumer raised hand (not cold) | ✓ | sometimes | ✗ |
| Transparent, fixed price | ✓ | ✗ | ✗ |
Each lead completes a 5-step questionnaire proving they actually want to plan—not just clicking ads. No tire-kickers.
Every lead arrives with a complexity score (Simple Will / Trust-Based Plan / Complex Estate) so your team knows what they're getting before the call starts.
They've already told you their family structure, assets, and goals. You skip the education phase and jump straight to planning. Higher appointment show rates.
Pay per order. No retainer, no monthly fee, no lock-in. Order when you need leads. Stop when you don't.
Stop chasing cold leads. Start booking appointments with families who are ready to plan. Our leads complete a detailed intake, get scored by complexity, and arrive appointment-ready—no education phase needed.