Estate planning
An estate planningwebsite that makes thefirst appointment easy to book
An estate planning website earns the appointment by explaining wills, trusts, powers of attorney and probate in plain language, publishing flat fees where the firm has them, and offering a booking path a person can finish in a minute.
Whether the practice is in Florida, California, Ohio or Pennsylvania, flat-fee packages are published clearly, with any state-specific wording the firm supplies.
What usually goes wrong for estate planning firms
- Wills, trusts and probate are explained in jargon that sends the reader back to a search engine instead of to the phone.
- Flat fees exist but are not published, so the site gives away the advantage it has over hourly competitors.
- The reader is often older, or booking on behalf of a parent, and the site is hard to read on a phone.
- Seminar and workshop dates go stale because nobody updates the site.
The pages your site will carry
Each one written for your firm from the onboarding call, with consultation terms on every practice area page and the form on every page that needs it.
- Home
- Wills
- Revocable and irrevocable trusts
- Powers of attorney and healthcare directives
- Probate and estate administration
- Business succession planning
- Attorney bios with admissions
- Book a planning consultation
Fee and retainer estimator for planning packages
Estate planning firms often work on flat fees, so the estimator lists your published packages with an illustrative figure for each, or an hourly figure for administration matters, labeled as not a quote and not legal advice. The estimate and the person's details go into intake so the call is already scheduled.
Illustrative only. Not a quote, not legal advice, and it does not create an attorney-client relationship. The firm sets every figure and approves every sentence.
What the AI Engine does for estate planning callers
Chambers and Firmwide plans
Estate planning inquiries are calmer but easily lost: a daughter researching probate on a lunch break, a couple planning after a new baby. The AI chat answers questions about your published packages, takes details and books the first appointment, and never advises on what someone should put in a will or trust.
The receptionist, site chat and SMS, Messenger and Instagram agents never give legal advice. You approve the script before launch, every conversation is logged, and AI usage is billed at cost. How the AI Engine works.
In the firm's words
What firms like yours say
Client reviews matched to this practice area where we have one.
We took the wording about consultation preparation seriously, and I am glad we did. It is accurate about the process and careful not to promise what only a conversation can settle. We no longer open every call by correcting the website.
We knew the consultation preparation document was a problem; we had just never prioritized fixing it. The content is the same material, reorganized into headed sections that work on any screen. Nothing was taken away from the people who like paper.
Case studies
Case studies for estate planning and similar practices
What happens after you order
- Pay the first monthly invoice (Day 0). Choose Counsel, Chambers or Firmwide and pay the first month. Nothing else is due until the site is live and you have approved it.
- Fill in the onboarding form (Same day). About 15 minutes at /onboarding: practice areas, attorneys and admissions, offices, consultation terms and your intake tool. Anything missing can follow by email or as a ticket in your client portal.
- One onboarding call (Within 2 days). We walk through your answers, fill the gaps, agree the tone for the practice area pages and set the launch date. That call is the whole brief.
- We write and build every page (The build). Practice area pages, attorney bios, office pages, the consultation request form wired to your CRM and the fee and retainer estimator, all reviewed with you before launch.
- Live, then the build fee (Launch). The site goes live in 7, 10 or 15 days depending on the plan. The $797 build fee is invoiced only after you have approved the live site, and your portal account opens the same day.
Three ways to run it
Every plan carries the pages above, the estimator and the intake connection. Chambers adds the AI Engine that answers and books; Firmwide adds the Content Engine. The $797 build fee is invoiced only after launch.
| Plan | What it is | Monthly | Live in |
|---|---|---|---|
| Counsel | The website, fully managed | $137 / month | 7 days |
| Chambers | Everything, plus the AI Engine | $297 / month + usage | 10 days |
| Firmwide | Everything, plus the Content Engine | $747 / month | 15 days |
Questions from estate planning firms
Can we publish flat fees for a will or trust package?
Yes, and we recommend it where your state's rules allow. A published flat fee is the clearest reason a person books with you rather than with an hourly firm. You set the figure; we present it plainly with the scope it covers.
Is the site readable for older clients?
Yes. Larger body type, high contrast in both light and dark mode, generous spacing and one action per screen. The design is checked on a phone at the largest text setting.
Can you keep our seminar dates current?
Yes. Workshop and seminar dates are a weekly detail update. Send the date and venue and it is on the site within the week, then removed once it has passed.
Do you write about probate in our county?
Yes. Articles on the probate process in your county, written as general information and citing the court's own published guidance, are among the most searched topics in estate planning and are part of the two researched articles a week.
Can we publish flat fees for wills and trusts?
Yes. The estimator can show illustrative figures for the packages you publish, labeled as not a quote and not legal advice.
Can the site explain probate in our state?
Yes, as general information you approve, with local court and county details for the places you practice.
Do estate planning firms need the AI Engine?
Not always. Counsel suits many estate planning practices; Chambers adds value if inquiries arrive after hours or by text and you want them booked automatically.
Can we run seminars from the site?
Seminar dates can be published as a weekly detail update, with sign-ups going into your intake CRM.
Weighing other options? See how a managed site compares with WordPress, a freelancer or a legal marketing agency, or every comparison.
The next step
See it built for estate planning
A live walk-through, on your screen, of the site your firm would get: these pages, your attorneys, your consultation terms. The build fee is invoiced only after launch.
Or email . A person replies within one working day.