Fill Your Estate Planning Practice with High-Value Clients
ClearPath identifies high-net-worth individuals and business owners planning their estates — then books consultations with qualified prospects ready to invest in proper planning.
85+
Planning Clients/Year
56%
Consultation-to-Retainer
$12,500
Avg Retainer Value
8.5x
ROI on Spend
Why Law Firms struggle with outbound lead generation
Estate Planning Is Non-Urgent Until It's Critical
Most high-net-worth individuals delay estate planning until health issues force the issue, making proactive outreach difficult and reactive.
Competing Against 'Cheap' Online DIY Services
LegalZoom and similar platforms lure prospects with low prices, even though they can't provide personalized advice for complex estates.
Hard to Reach High-Net-Worth Audiences
Wealthy individuals avoid traditional advertising. They trust referrals from advisors, but breaking into those networks is slow.
Long Sales Cycles with High Drop-Off
Estate planning consultations take months to convert. Without consistent follow-up, prospects disappear or work with competing firms.
How ClearPath solves it for you
Target High-Net-Worth and Business Owners
We identify successful professionals, business owners, real estate investors, and entrepreneurs likely to benefit from sophisticated estate planning.
Advisor-Level Messaging About Tax Efficiency
Our outreach educates prospects about tax strategies, multi-generational planning, and wealth protection — positioning you as the expert, not a commodity service.
Long-Term Nurture Campaigns
Automated follow-ups keep your firm top-of-mind over months and years. When a life event triggers urgency, your message lands first.
Credential-Based Authority Building
We highlight your certifications (CFP, CPA partnerships, etc.) and estate planning expertise, building trust with high-net-worth audiences.
Common questions from Law Firms
We build custom outbound systems that combine AI-powered prospect research, personalized email sequences, and multi-channel outreach. Every campaign is tailored to your ideal customer profile, industry, and sales process.
Ready to automate your
revenue engine?
Join the forward-thinking companies who have transformed their outbound sales process with ClearPath.