Wills and Trusts Legal Leads

Per Lead Pricing:

$65+

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

Key Insights

The percentage of American adults with an estate plan (which includes wills and trusts) saw a notable decrease in 2024. According to a Caring.com survey conducted in late 2023, only 32% of Americans reported having an estate plan in place for 2024, down from 38% in 2023. This marks the first decline in estate planning rates observed since 2020. Projections for 2025 suggest a further decline, with only 24% of surveyed adults reporting having a will and 13% having a living trust. Some sources cite slightly different figures, with one survey finding only 26% of Americans have an estate plan as of April 2024. A significant portion of Americans who lack a will cite procrastination or the belief that they don't possess enough assets. In Caring.com's 2024 survey, 40% of respondents without a will stated it was because they felt they didn't have sufficient assets to justify creating one. Another common reason cited in a 2024 study was procrastination, mentioned by 43% of respondents without a will. Notably, 35% of those citing insufficient assets as the reason for not having a will are parents with children under 18.

Wills and Trusts Lead Overview

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.

Understanding Wills and Trusts Legal Leads for Attorneys

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 Lead Frequency

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.

How Often Do Wills and Trusts Legal Leads Become Available?

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.

Wills and Trusts Lead Type Intake Strategies

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.

Essential Information to Gather from Wills and Trusts Leads

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.