Estate Planning Legal Leads

Per Lead Pricing:

$65+

Learn how to find, purchase, and qualify estate planning leads as a legal practitioner.

Key Insights

According to a 2024 survey, only 32% of Americans have an estate plan (like a will or trust) in place. This represents a 6% decrease from the previous year and is the first decline observed since 2020. A significant reason cited for not having an estate plan in 2024 is the belief that one doesn't possess enough assets. Forty percent of survey respondents without a will stated this as their reason, an increase from previous years.

Estate Planning Lead Overview

Estate planning leads are valuable for attorneys helping clients prepare legal documents like wills, trusts, and powers of attorney. These leads often involve individuals or families planning for asset protection, elder care, or probate avoidance.

Understanding Estate Planning Legal Leads for Attorneys

Most estate planning clients are proactive individuals seeking guidance to secure their financial legacy and reduce future legal complications. This legal lead type offers steady demand, especially among aging populations and high-net-worth individuals.

Estate Planning Lead Frequency

Estate planning leads are consistent throughout the year, often increasing around tax season or following major life events like births, deaths, or home purchases.

How Often Do Estate Planning Legal Leads Become Available?

With nearly 70% of Americans lacking a current estate plan, attorneys can tap into a large and underserved market. Estate planning leads remain steady, with seasonal spikes offering added opportunity for firms with targeted outreach.

Estate Planning Lead Type Intake Strategies

Effective intake for estate planning leads requires identifying the client’s family situation, assets, debts, and goals. Key documents include property deeds, bank account information, retirement plans, and existing legal documents.

Essential Information to Gather from Estate Planning Leads

Attorneys should ask about beneficiaries, guardianship preferences, business interests, and healthcare directives. A detailed intake process helps determine the complexity of the case and the right legal tools to recommend.