You deserve a consistent pipeline of high-net-worth clients

Honest answer: we are newer to this niche than the companies that burned you, and we do not have a wall of attorney testimonials yet, so we will not pretend otherwise. What we do instead is put the risk on us: no long-term contract, and a flat fee only for appointments that are actually delivered. A no-show, or a prospect who fails the written accredited standard, costs you nothing and gets replaced. If we are wrong about any of it, you find out for the price of one package and you stop.

You are buying scheduled estate planning consultations with verified accredited households, not contact information. The written standard is $1M+ net worth excluding the primary residence, or $200k+ individual income ($300k+ joint), and every prospect confirms interest in an estate planning conversation before anything reaches your calendar. Married prospects are asked to bring their spouse, and every booking is confirmed twice before the slot. We do not pull tax returns and will not pretend we do: anyone who fails the written standard costs you nothing and is replaced.

A flat marketing fee per appointment, purchased as a prepaid package. The fee never changes based on whether a prospect retains you, and there is no retainer, no subscription, and no long-term contract. We quote exact figures on a call, not on this page. The math that matters is yours: your trust package fee and your own close rate against the cost of one held consultation with a verified household.

You do not pay for it, and we replace it. That is the whole answer: a no-show, or a prospect who fails the written accredited standard, never counts against your package. You mark the outcome on the short disposition form we send after every appointment, and the credit is applied. No argument to win, no fine print, and the guarantee is written into the services agreement word for word.

Every appointment goes to exactly one attorney, and a prospect is never resold. If a delivered client's spouse later hires you, or someone they introduce walks in your door, you are never charged again: there is no tail on your package. Married prospects are asked to bring their spouse to the consultation in the first place. All of it is in the services agreement, not just said on a call.

You choose your states. Tell us on the call what your practice can actually serve, and we will tell you honestly whether we can fill your package at a sensible pace. If we cannot, you hear that before you pay, not after.

It is a flat marketing fee for a scheduled consultation, the same amount whether the prospect retains you or not, the same way you would pay for an ad or a seminar seat. Nothing we charge is a percentage of anything or contingent on the outcome of any matter. Run the agreement past whoever reviews your advertising arrangements before you sign: we would rather you do that than take our word for it.

We do not publish a close rate, because we do not yet have one measured well enough to put in writing, and quoting a number we cannot back is the exact industry habit we refuse. What we do put in writing: verified accredited prospects, exclusivity, no charge for no-shows or failed screens, and a flat fee never contingent on whether the prospect retains you. So run your own numbers, your average package fee and your own close rate on a qualified consultation, against the fee we quote you. If the math does not work for your practice, we would rather you say that now.