Estate Planning Leads
Individuals and families seeking estate planning, wills, trusts, and probate legal services
Legal
20-80/month
12-20% avg conversion
Lead Types & Services
BUYING leads:
Estate planning service leads
SELLING leads:
We buy estate planning leads from individuals planning for the future
Target Demographics
Age Range:
40-75 years
Income Level:
$50,000+ household income
Geography:
State-specific estate laws
Timeline:
Planning ahead or immediate need
Lead Specifications
- Estate size and complexity assessed
- Family structure documented
- Asset types identified
- Timeline and urgency established
Pricing Information
Premium Call Leads
Contact for Pricing
Warm verified call transfers
Premium Data Leads
Contact for Pricing
High-quality data leads
Exclusivity:
Shared leads acceptable for estate planning (exclusive leads strongly recommended)
Payment Terms:
Net 7
Expected Results
Avg Retainer Rate:
12-20% (exclusive leads outperform shared by 25–40%)
Average Case Value:
$2,000-12,500+
Referral Rate:
62%+ from financial advisors
Buyer Requirements
- Estate planning experience
- Tax law knowledge
- Trust administration expertise
- Financial planning relationships
Ready to Get Started with Estate Planning Leads?
Join our network of successful lead buyers and sellers. Get access to high-quality legal leads that convert.