Transform Your Estate Planning Practice with a Website That Runs Your Business
A custom-built website with built-in AI operations that captures leads, follows up automatically, generates SEO content, and manages client communications — so you can focus on complex estate plans, not administrative busywork.
WANT RESULTS LIKE THIS?
Imagine a system doing all of this for your estate planning law firm business — every day, without you.
We build estate planning law firm businesses a custom website with a team of AI behind it: every lead captured and followed up, new content published monthly, custom website design customers finding you on Google — live in 7 days.
- 85+ pages at launch
- Every lead followed up, automatically
- Your whole business on one screen
Automatically generate monthly blog posts on topics like 'how to structure a buy-sell agreement for family businesses' or 'when to use an intentionally defective grantor trust' to attract business owner clients searching for advanced estate planning strategies
Use the built-in approval portal to send draft documents and engagement letters to clients for review and e-signature through a simple link — no portal logins required, with all activity tracked in the CRM
80% of family businesses do not pass successfully to the second generation
Missed After-Hours Consultations from Business Owners Anxious About Succession
Estate planning attorneys lose high-value consultations when business owners research 'family limited partnership' or 'grantor retained annuity trust' strategies late at night or on weekends, with 80% of family businesses failing to transfer successfully to the second generation due to delayed planning.
90% of the 14 million businesses in the U.S. are family owned and managed
Content Creation Bottleneck for Complex Topics
Explaining GRATs, IDGTs, FLPs, and buy-sell agreements requires specialized content that attorneys don't have time to write. Generic legal marketing content fails to demonstrate the expertise business-owning clients need to see.
$962 average Customer Acquisition Cost
High Client Acquisition Costs Without Automation
Estate planning firms spend $962 average per client acquired. Manual follow-up, disjointed tools, and no systematic nurture sequence mean most leads go cold before they convert to engaged consultations.
How AI Business Sites Transforms Estate Planning Law Firm Operations
A custom website with an AI operations platform built in — handling lead capture, follow-up, content, and client communication automatically.
We build your custom estate planning website on Next.js and React — the same technology powering Netflix and Shopify — with 25-30 hand-built core pages showcasing your specific services (business succession, trust funding, asset protection, tax planning) plus 60 AI-generated SEO pages at launch. Behind the scenes, an AI assistant answers visitor questions 24/7 using your firm's knowledge base, an AI voice agent answers calls and books consultations, and every lead gets instant personalized follow-up. The platform includes a full CRM with visual pipeline, automated email sequences, monthly SEO content generation (blog posts, service pages, location pages), built-in newsletter, project management for client matters, and document generation — all managed through natural conversation with your AI assistant.
Capture High-Value Business Owner Clients
The AI assistant answers visitor questions about estate planning strategies using your firm's approved knowledge base — fee structures, process explanations, document checklists — capturing leads from web forms, phone calls, and chat at any time, with all interactions funneled into one CRM so no inquiry about business succession planning falls through the cracks.
90% of the 14 million businesses in the U.S. are family owned and managed
Own Your Digital Assets Completely
Code, content, domain, client data — everything belongs to you. No platform lock-in, no rented website. Critical for firms handling sensitive family wealth data and attorney-client privilege requirements.
You own everything: the code, the content, the domain, the data. Nothing is rented.
Replace 8-10 Separate Subscriptions
One platform replaces website host, CRM, marketing automation, content agency, scheduling tool, analytics, document generator, project management, and newsletter platform — saving thousands monthly and eliminating integration headaches.
One system replaces what would otherwise be 8-10 separate monthly subscriptions
Estate Planning Law Firm business: doing this the old way?
One system replaces the whole pile.
All of it — the website, the follow-up, the content, the leads — built and run for you for $1,497 + $497/mo. Month-to-month, and you own everything.
See what your build includesDiscovery & Strategy Session
We map your specific estate planning services, target client profiles (business owners, high-net-worth families, blended families), service areas, and competitive landscape to build a site architecture that converts.
Custom Build & AI Training
We hand-build 25-30 core pages (services, attorney bios, case studies, resources) plus 60 SEO pages at launch. Your AI assistant is trained on your firm's knowledge base — fee structures, process explanations, document checklists.
Launch & Ongoing Growth
Google Business Profile and Bing optimization go live day one. Monthly AI content engine publishes new blog posts, service pages, and location pages. You manage everything through conversation with your AI assistant — no technical skills needed.
85+ pages live in 30 days vs. months for traditional agencies
You own everything — code, content, domain, data — no lock-in ever
AI assistant answers questions, books consults, and follows up 24/7
Monthly SEO content engine builds topical authority automatically
Built-in CRM, automation, newsletter, projects — one login
Google Business Profile optimized at launch for local visibility
Built by AI engineers with 200+ deployments across 10+ industries
Human-in-the-loop safety — you approve before AI contacts clients
Built by AIQ Labs — 200+ AI systems deployed across 10+ industries. Real businesses. Real results. No templates.
“Our website now ranks for 'qualified personal residence trust attorney' and the AI assistant books consultations while I'm in client meetings, so we never miss a lead from a business owner worried about estate tax exposure.”
James Peterson
Founding Attorney · Estate Planning Law Firm
“The client approval portal saved us hours every week. Clients review draft documents and sign engagement letters through a simple link — no portal logins, no tech support calls. Everything flows into our CRM automatically.”
Robert Kincaid
Senior Attorney · Estate Planning Law Firm
“We replaced our website host, CRM, Calendly, Mailchimp, and document generator with one system. The AI voice agent answers after-hours calls from anxious business owners — that feature alone paid for the setup in the first month.”
Diane Whitaker
Founder · Estate Planning Law Firm
How does the AI assistant handle sensitive estate planning questions without giving legal advice?
Can the platform generate content about complex topics like GRATs, IDGTs, and family limited partnerships?
What happens to our client data and documents if we decide to leave?
How long until our new website is live and generating leads?
How does this compare to hiring a legal marketing agency plus separate software tools?
FOR estate planning law firm businesss — BUILT AND RUN BY US
Your website. Your content. Your leads. Your data.
$500 starts your build. Seven days later it's live — chat, booking, follow-up, and your Google presence all set up. Then we run it, every month. You do the work you actually get paid for.
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Custom Solutions
Special Offer
Ready when you are.
$500 STARTS YOUR BUILD · LIVE IN 7 DAYS · YOU OWN EVERYTHING
$500 today · applied to your $1,497 build · live in 7 days