Pre-qualified estate planning leads delivered to your inbox — before they call someone else. This page is for firms who are ready to move.
A message for you
Your custom video overview is coming soon — check back shortly.
A quick personal walkthrough of how the lead pipeline works and what to expect.
What you receive
Each family that reaches you has already told us who they are, what they own, and what they need.
Name, email, and phone number — ready to call or email immediately.
Ohio-focused leads, so you stay in your jurisdiction every time.
Marital status, children, blended family status, special needs dependents.
Estate value tier, real estate, retirement accounts, business interests, investments.
What they want: asset protection, minor beneficiaries, healthcare directives, and more.
Leads hit your inbox the moment a family completes our intake — zero delay.
We score every lead automatically so you know what you're walking into before the first call.
Exclusive leads — never resold or shared.
Every lead belongs to one firm. Once your pipeline is active, those families are yours. We don't send the same lead to multiple attorneys.
Transparent pricing
No retainer, no contract, no setup fee. You pay per lead, with a 20-lead minimum to start.
20-lead minimum · $1,600 to start
Custom pricing · flexible delivery
Need 50+ leads or a custom schedule? Let's talk.
After you order
Email David directly with your firm details. He'll confirm your order and onboard your firm same day.
Your firm email is registered in our system. Leads are queued and ready to route to you.
The moment a family completes our questionnaire, a full profile is emailed directly to you — no dashboard to log into, no delays.
We monitor delivery against your package. When you're running low, we'll reach out. No surprises on your end.