Sign 10+ More Estate Planning Clients Each Month.
Exclusive leads for trusts, comprehensive estate plans, and probate matters, delivered to your firm.
15-min intro callAll 50 states availableTCPA-compliant
What a pilot would look like
How it works
Book a call
A short intro call to understand your practice areas, capacity, and markets.
We deliver a batch
Enquiries for trusts, comprehensive estate plans, and probate matters, gathered and delivered in a batch your team can work.
Your firm follows up
Your team contacts and signs. We keep the math simple so you can judge the results yourself.
Leads posted in real-time to
...and nearly every other CRM.
Our process
99xLeads vs. typical lead-gen agencies
Built for estate planning firms seeking trusts, comprehensive plans, and probate matters.
Hear from our clients
"The enquiries arrive in clean batches our intake team can work straight away."
"We finally know exactly what our lead spend buys each month."
"The matter details on each lead save our team a follow-up call."
"Probate enquiries used to come from everywhere. Now they're consistent and scoped."
FAQ
What counts as a lead?+
An enquiry from someone seeking help with a trust, a comprehensive estate plan, or a probate matter, delivered with contact details so your team can follow up directly.
How does pricing work?+
Final pricing is being finalized through our pilot research. Our current illustrative example uses $80 per paid lead. Book a call and we will walk through where pricing stands.
How many leads will I get?+
Batch sizes vary by market and capacity. The example on this page shows how the math works — it is illustrative, not a promise of any specific volume or outcome.
How are leads delivered?+
In a batch your team can work through. We will agree the delivery format and cadence with you on the intro call.
How do we get started?+
Book a call. We will learn about your firm, answer questions, and outline what a first batch would look like for your market.
See if your state still has availability.
We cap firms per market to keep leads exclusive. Book a 15-min call to check current openings in your state.
15-min intro callAll 50 states availableTCPA-compliant