For estate planning attorneys
Stop meeting peoplewho will never hire you.
Verified $1M+ households, booked exclusively on your calendar, for a flat fee. If they do not show or are not accredited, you are not charged.
Booked consultations
Illustrative. Names and figures are examples, not client records.
Verified
a written $1M+ net worth standard
Exclusive
sold to exactly one attorney, ever
Flat fee
never contingent on retention
No-show? No charge.
not accredited or not there, you pay nothing
What You Receive
Not a name to chase. Not a race against four other firms. A consultation, already on your calendar.
You choose the states.
A nationwide database of verified accredited investors. Take consultations only from the states where you practice.
A verified seven-figure household, seated across from you.
A written $1M+ accredited standard, verified before outreach ever starts.
You walk in prepared.
Their answers to our qualifying questions arrive with the booking.
The meeting belongs to your firm alone.
Never resold, never shared, never recycled to another firm.
No chasing.
Confirmed twice before it reaches your calendar. Your first call is the consultation itself.
The Seminar Math
Seminar marketing runs roughly $300 per attending household, wealth unknown. Some came for the plan. Some came for the steak. Vaulted books you one verified $1M+ household at a time instead.
Seminar marketing
$300
Commonly cited cost per attending household. Net worth unknown.
A Vaulted consultation
One verified household.
Exclusive to your firm, at a flat fee that is never contingent on retention.
Who is across the table
A room of attendees. Net worth unknown.
One household, verified against a written $1M+ net worth standard.
Who the meeting belongs to
Your attention is split across everyone who showed up.
Sold to exactly one attorney, ever. Never shared, never resold.
What the fee buys
The room, whoever fills it.
One consultation, at a flat fee that is never contingent on retention.
If nobody qualifies
You paid for the room either way.
No charge for a no-show, or for a prospect who fails the standard.
Getting to the meeting
You work the room, then work the follow-up.
The consultation is already on your calendar.
Attribute comparison, not a performance claim. Vaulted publishes no conversion or close rates.
You stop paying for audiences. You start paying for consultations.
One Attorney per Appointment
Every appointment Vaulted books is sold to exactly one attorney. Ever.
Shared leads create a race: five firms, five calls, one suspicious client. An exclusive appointment is one meeting with one firm, and your advice is never compared against three other pitches from the same lead file.
Tuesday, August 12
9:41
New appointment booked
Alan & Ruth Whitfield
Charleston, SC
Verified accredited, your firm only
Illustrative. Names and figures are examples, not client records.
Your Math
No projected ROI, no promised close rates, no invented statistics. You already know your numbers: your trust package fee, and what happens when the right household sits down with the decision makers present.
State-level taxes make it concrete across much of the country: Pennsylvania, for one, takes 4.5% from children’s inheritances. Wherever you practice, seven-figure families have a reason to take this meeting.
Set your own numbers against a flat fee for one verified, exclusive, twice-confirmed consultation. Then decide.
0 states0 states one nationwide database; you choose where your consultations come from
$0$0 commonly cited seminar cost per attending household, wealth unknown
$0M+$0M+ written net worth standard every Vaulted prospect meets
Our Standards
You already distrust this category. You should. That is why the structure below is written down.
- 01
A flat marketing fee, never contingent.
Never contingent on retention or outcome. No fee sharing, no percentage of anything.
- 02
Written with bar advertising rules in mind.
Every claim is drafted with state bar advertising rules in view. Review the agreement with your counsel first; we prefer clients who do.
- 03
Honest creative on the prospect side.
Estate planning is named before anyone opts in. Prospects arrive knowing exactly what the meeting is.
- 04
No fabricated proof.
We are new in this niche and we say so. No invented testimonials, borrowed logos, or star ratings.
- 05
If it was not delivered, you do not pay for it.
A prospect who does not show up, or turns out not to meet the accredited standard, costs you nothing. That guarantee is written into the agreement.
- 06
Four claims, nothing more.
Verified. Exclusive. Flat fee. Never charged for a no-show or a failed standard. Everything else is described, not promised.
FAQ
Start with One Conversation
A 20-minute call: the verification standard, the exclusivity commitment, the no-charge guarantee, the agreement, and your questions. If your firm is not a fit, we will say so on the call.
Book a 20 minute call
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