Will, Trust, and Estate Planning leads

$45.00/Lead

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Add Lead Filters

Do you want to filter leads by state or region? *Target leads by state or city.

What types of estate planning services do you want to receive leads for? *Select all the areas your firm handles.

Do you want to filter leads based on estate value? *Prioritize clients based on estimated estate worth.

Do you want to filter leads based on family situation? *Filter clients based on family complexity.

Do you want to filter by whether minor children are involved? *Clients with young children often need guardianship clauses and specific trusts.

Do you want to filter by business ownership? *Identify clients who may need business succession planning.

Do you want to filter based on prior estate planning done? *Focus on first-time planners or those needing updates.