Wills and trusts leads are key for attorneys focused on estate planning, as many Americans lack formal plans for asset distribution and guardianship. This gap creates strong demand for legal guidance and services.
These leads often involve individuals or families seeking to create or update legal documents such as wills, living trusts, or healthcare directives. Attorneys can offer essential support in helping clients secure their legacies and protect dependents.
Wills and trusts leads are consistent but often increase around life events like marriage, childbirth, or retirement. Interest also rises after major public awareness campaigns or celebrity estate disputes.
Although only 32% of Americans had an estate plan in 2024, millions express intent to create one. This makes estate planning a steady source of legal leads, especially when firms target clients by age or family status.
Effective intake for wills and trusts leads includes gathering key information such as marital status, dependents, asset inventory, and existing estate documents. This helps attorneys understand the scope and urgency of the request.
Law firms should use structured intake forms to capture client goals, desired beneficiaries, guardianship preferences, and any special considerations. This ensures the estate plan reflects the client's intent and meets legal requirements.
The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. Counsel Stack is not a law firm or your lawyer. Our software is designed for attorneys and legal professionals. Nothing on this site constitutes legal advice. Nothing can substitute a real attorney when it comes to providing legitimate legal representation. If you need an attorney, find one, or email ai@counselstack.com, and we will connect you with our network of licensed attorneys in the relevant jurisdiction.
Similarly, Counsel Stack recommends that all attorneys using our platform follow the rules of professional conduct, standing orders, and other laws or regulations that govern the profession in their respective jurisdiction and practice area. Some jurisdictions require disclosure of AI use, others don’t. As a software company, we aren’t in a position to prescribe legal advice or a specific course of action.
Any actions taken by a nonlawyer user of Counsel Stack services must understand it is a software company, not a law firm, and therefore does not carry with it the protections normally afforded as part of the client-lawyer relationship. The recipient of any law-related services should not expect, for example, that the protection of client confidences, prohibitions against representation of persons with conflicting interests, and obligations of a lawyer to maintain professional independence apply to the provision of law-related services when that may not be the case.
Counsel Stack is not a lawyer referral service.
Copyright © 2025 Counsel Stack, Inc. All Rights Reserved.