gavelLaw Firms

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

Common Challenges

Why Law Firms struggle with outbound lead generation

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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.

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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.

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Hard to Reach High-Net-Worth Audiences

Wealthy individuals avoid traditional advertising. They trust referrals from advisors, but breaking into those networks is slow.

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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.

Our Approach

How ClearPath solves it for you

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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.

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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.

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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.

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Credential-Based Authority Building

We highlight your certifications (CFP, CPA partnerships, etc.) and estate planning expertise, building trust with high-net-worth audiences.

FAQ

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.

Limited Availability

Ready to automate your revenue engine?

Join the forward-thinking companies who have transformed their outbound sales process with ClearPath.

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