Everything an estate planning firm needs, installed.
A complete intake-to-review system tuned for wills, trusts, and estates.
For: Estate planning and elder law firms.
Core engines, preconfigured
Plus, tuned for Estate planning and elder law firms
- Estate planning questionnaire intake form
- Will and trust matter types and fields
- Trust and fiduciary nurture campaign
- Estate-specific email sequences
Before you buy
Fixed scope, one price, install included. Everything a firm needs to decide without a sales call.
Prerequisite
An active Lawmatics subscription with pipelines, forms, automations, and reports. Estate Planning Pack installs into your own account; you keep it in your own name.
What you provide
Your lead sources, the from-address for automated email, and any links the system uses (for example a Google review page). We handle the build and configuration.
Timeline
Usually the next business day after the confirmation reply that grants agency access; your systems deploy fully automated, end to end.
You own it
A perpetual license to edit and run it in your firm. Copy, timing, and fields are all yours to change afterward.
Questions
- Is this the engines plus extras?
- Yes. Three core engines preconfigured for estate work, plus estate-specific forms, fields, and nurtures, all installed for you.
- Can I add other engines?
- Yes. Add Ghost Revival or the Rainmaker Dashboard Pack any time.
Ready to install?
Tell us your firm and the outcome you want. We recommend the right system, install it for you, and tune it to pay for itself.