Marketing & growth
Your wills bank is the engine of an estates practice — every will held is future probate, administration and related work. We help you fill it with the right clients, keep it live and contactable, and convert it into instructions, all under your firm's own brand.
The idea
Most estates practices grow by accident: a will here, a probate there, a referral from a happy family. That works until it doesn't. A deliberate program turns the wills you already hold into a predictable pipeline, and brings new estate-planning clients in at a steady, measurable rate.
We run that program as your back office — building the campaigns, the referral relationships and the online visibility, and feeding the results straight into your Clio intake — while your name, your voice and your client relationships stay entirely your own.
The digital reach, search and answer-engine work is shared with JurisIT, the technology and automation practice behind Estates Back Office.
What we run
Structured outreach inviting existing clients to review or make a will — the single most reliable way to grow the wills bank and surface work that already exists in your client base.
Reconnect with clients who have drifted, confirm contact details, and tidy the underlying data — turning a stale list into a live, contactable, marketable book.
Build and maintain the referral relationships an estates practice runs on — funeral directors, financial planners, accountants, aged-care providers and monumental masons — with materials and follow-up handled.
Be the firm that shows up for "probate near me" and the questions families ask AI assistants — local SEO, Google Business Profile and answer-engine optimisation for estate work.
Estate-planning and digital-legacy talks for retirement villages, aged care, community groups and referral partners — positioning your firm as the local authority and filling the intake pipeline.
A gentle, compliant process for requesting and managing client reviews at the right moment, building the online reputation that wins the next family's trust.
Package your estate services into clear fixed-fee products with their own landing pages — easier for clients to say yes to, and easier for your team to quote and deliver.
Differentiated content on digital assets and digital estate planning — a subject most firms ignore and families increasingly ask about — drawing on our specialist digital-asset capability.
Campaigns wired into Clio Grow and Microsoft 365 so enquiries, follow-ups and intake run automatically — the marketing engine and the matter system talking to each other.
Tell us about your client base and we'll suggest where the fastest wins are.