The revenue your firm is quietly leaking — recovered.
EstateOps is the operational layer that plugs the documented leak points in an estate-planning practice. We start where the money already is: the prospects you've paid to generate and never closed.
Estate planning leaks money at the same five points.
It's the number-one procrastination purchase in law: referral-dense, life-event-driven, and leaky at well-documented seams. Here's where yours is most likely going.
Slow lead response
A prospect calls three firms; the first to respond wins. Most firms answer hours later, or let a missed call go to voicemail.
The dormant "someday" pool
A list of people who inquired, said "I'll do my will eventually," and stalled. Nobody re-engages them. It's signed revenue waiting on a follow-up.
Unfunded trusts
The trust is signed, but the assets are never retitled — a failed plan and direct malpractice exposure. "Handing the client a funding guide" no longer works.
No plan reviews
About 1 in 4 people never update their estate plan (Caring.com, 2025), and most firms never schedule the review. The back-end review and probate revenue — and the relationship — quietly evaporate.
Reviews & referrals uncaptured
Half of prospects won't consider a firm under four stars, and most check you online even after a referral (Scorpion, 2025). Yet the post-signing emotional peak passes with no ask, and CPA/advisor referrals stay ad hoc.
Start where the money already is.
Before we add a single thing, we reactivate the prospects you've already paid to generate — the dormant "someday" list. It's the fastest money in the building, and the burst typically covers the setup and the first months of fee. The system pays for itself, then keeps paying.
This is client-financed acquisition: the recovery funds the engagement, so the price is an easy yes. Modeled from documented firm economics — we prove it on your real numbers, and bar rules mean we never promise an outcome.
A platform your staff run — that we build and maintain.
We deploy your system.
A proprietary estate-planning automation snapshot loads into your practice: lead pipelines, speed-to-lead, reactivation campaigns, review and reminder sequences — configured to your firm.
AI services do the thinking.
Conversational intake, lead scoring, and the trust-funding tracker run outside your CRM, built and maintained by our engineering team. You never touch the engineering.
Your team gets next-actions.
No new app to learn. Your paralegal works one clean pipeline with clear next-steps; the system chases the leads, the funding, and the reviews in the background.
The work WealthCounsel says you need — and doesn't build.
Trust-Funding Tracker
Drives every asset in a signed trust to retitled and funded — the industry's named pain and your malpractice-risk reducer. A funding ledger tracks each asset, generates the institution-specific checklist, and chases it to done.
AI Intake + Asset Mapping
Replaces manual pre-intake. A conversational agent interviews the family, builds the asset and beneficiary map, and hands your attorney a clean, ready-to-review summary — grounded in estate-planning knowledge.
Neither is buildable by a commodity automation vendor. That's the moat — and it's why we sit beneath WealthCounsel and never touch your drafting. We orchestrate around whatever drafter you already use.
What are your leaks worth?
Four independent levers — any one tends to cover the fee. Move the sliders to your firm. Conservative, and clearly modeled.
- Dormant reactivationRe-engage the "someday" list — a one-time, self-funding burst.
- Conversion liftSpeed-to-lead + nurture + no-show rebooking — more of your existing leads sign.
- Maintenance membershipAnnual-review reminders become a recurring revenue line.
- Back-end capturePlan reviews preserve probate/admin revenue you'd otherwise lose.
Estimate your recovery
Set your firm's numbers.
Illustrative estimate using conservative constants (reactivation 1.5% of the dormant list, a 12% lift in signings, membership at $300/yr × 40% attach) and a representative ~$27k year-1 EstateOps investment. Your result will differ. Modeled from documented industry economics — not a guarantee of results.
Plain tiers. Setup, then monthly.
Start on the tier that fits your budget and expand as the recovery compounds. No long lock-in games.
- Custom estate-planning snapshot
- Speed-to-lead + missed-call text-back
- Database reactivation
- Review automation
- Everything in Foundation
- Procrastinator nurture + no-show rebooking
- Referral-partner engine
- AI conversational intake
- Everything in Growth
- Trust-Funding Tracker
- Maintenance-membership product
- Full asset/family mapping
Founding firms get pilot pricing in exchange for a candid case study. The dormant-reactivation wedge is designed to cover the setup fee up front.
The questions every firm asks.
Are you a WealthCounsel competitor or a drafting tool?
Neither. We're the operational execution layer beneath your strategy and content layer, and we never touch drafting. We orchestrate around whatever drafter you already use — WealthCounsel members are exactly who we build for.
Will the automated messages create bar-advertising problems?
Compliance is built into every client-facing message: no outcome claims, required disclaimers, jurisdiction-aware language, and review requests are sentiment-gated. Net-new client copy is attorney-reviewed before it goes live. You remain the responsible party — we make staying compliant the default.
I'm not technical. How much do I have to manage?
You don't touch the engineering. Your staff work one clean pipeline with clear next-actions; we build, deploy, and maintain everything else as shared infrastructure.
Do you guarantee results?
No. Bar rules forbid outcome guarantees, and we won't fabricate them. We model the recovery from your real numbers and prove it in a short pilot. The dormant-reactivation burst is specifically designed to be self-funding, which is what makes the price an easy decision.
Is our client and asset data safe?
Yes. Asset and family data is treated as sensitive: encrypted in transit and at rest, access-controlled, and isolated per firm — because estate planning can touch health and incapacity directives.
How fast until we see something?
The reactivation wedge moves first — typically within the first 30–60 days — because it works your existing list rather than waiting on net-new traffic.
Book your free intake audit.
We'll map where your firm is most likely losing signed revenue, and what the dormant list alone is worth — on your real numbers. Pick a time that works for you; no deck, no obligation.
Calendar not loading? Email hello@estateops.io and we'll send you a few times that work.
Not ready to book a call? Send your numbers instead
Tell us a little about your firm and we'll prepare your leak audit, then follow up to find a time.
Thanks — we'll be in touch.
We'll review your firm and reach out to schedule your intake audit.