Growth for Estate Planning firms
Grow your Estate Planning Practice.
Convert estate-planning interest into structured consults and branded intake paths.
Start with free directory coverage and intake setup across the jurisdictions and practice areas your firm serves. Upgrade when you want more qualified inquiries and clearer campaign reporting.
Planning inquiries need the right context
Understand goals, household, and document needs before the consult.
Estate planning prospects may need wills, trusts, POAs, or updates after a life event. Growth helps capture goals, timeline, source, and follow-up status before the first call.
Start free. Scale when ready.
Free directory coverage, intake, and pipeline setup for estate planning firms.
FlowCounsel Growth helps your firm get found, receive better-organized inquiries, and see which sources are producing real opportunities. Paid Growth adds branded campaign intake pages, FirmIQ™ Growth intelligence, reporting, and Google Ads automation.
Free setup
Listing, intake, and basic pipeline.
We help set up public firm and attorney visibility with intake paths across the markets and practice areas your firm serves, without adding another agency retainer.
Growth Workspace
Campaign pages, reporting, and automation.
Upgrade when you want branded campaign intake pages, FirmIQ™ Growth intelligence, performance reporting, and Google Ads automation.
Estate planning intake
Capture goals, household, and document needs before the first call.
Estate planning intake should capture planning goals, family structure, asset context, urgency, document needs, and source so the firm can prepare for the consult.
Example intake preview
New estate planning inquiry
FlowLawyers · estate planning intake
Planning goal
Will and trust consult
Household
Married with children
Assets
Home + retirement accounts
Documents
No current plan
Timeline
Wants consult this month
Next step
Schedule consult
Marketing automation
Campaigns running on the firm's own Google Ads account.
Campaign setup, advertising review workflow, creative validation, budget pacing, and live performance monitoring run inside Growth. The Google Ads account is created in the firm's name. Leave any time and take the account, history, and data. Channel spend is prepaid, rolls over month to month, and is refunded if the firm departs.
Google Ads · firm-owned account
Estate planning campaign · sample budget
Launch automation
Growth events
Advertising review
Estate planning campaign variants checked before launch.
Creative validated
Campaign page and ad variants approved.
Publishing
Campaign submitted to the firm-owned Google Ads account.
Live monitoring
Pacing, search terms, and intake quality stay visible.
Advertising review
Estate planning campaign variants checked before launch.
Creative validated
Campaign page and ad variants approved.
Publishing
Campaign submitted to the firm-owned Google Ads account.
Live monitoring
Pacing, search terms, and intake quality stay visible.
Budget pacing
Day 14 of 30Search-term cleanup
Last 7dSearch terms cleaned up so spend stays focused on estate planning inquiries the firm wants more of.
Attribution stays attached
Inquiry source: Google Ads · estate planning campaign. The inquiry source stays visible in Growth, so the firm can see what is working before deciding where to lean spend next.
Running in Growth
Need the website too?
Replace the agency site with a firm-owned website and intake.
Stewardship builds firm-owned websites for $1,000. Growth Workspace customers can add the website build for $500 one-time, plus optional $100/month maintenance.
Start growing your practice.
Start with free directory coverage and intake setup. Upgrade when your firm is ready for branded campaigns, reporting, and Google Ads automation.