Life event
Most estate planning leads originate from a recent life event: death, diagnosis, marriage, birth. They arrive on the buyer's timing, not your office's.
Industry intake benchmarks
For estate planning firms
When the lead is a 72-year-old who just lost a spouse, a 12-page PDF is the wrong answer.
Estate planning intake is the highest-stakes, most emotionally fragile lead-conversion moment in legal services. NorthernPlus is tuned for it. Kate scores around the signals that matter (life event, asset complexity, urgency). Al handles the call when the client needs to talk to a person, not a form.
+Why estate planning intake is different
The leads come in around life events. They don't wait until Wednesday morning.
21×
drop in conversion when callback waits more than 30 minutes. Estate planning leads do not wait for Wednesday morning.
MIT Lead Response Study
67%
of intake forms get abandoned mid-flow on legacy PDFs and 12-page web forms. The drop-off is steepest among older clients filling out from a phone.
Industry intake benchmarks
+Kate, tuned for estate planning
The scoring rubric your senior partner would use, applied to every lead.
- Recent life event (death, diagnosis, marriage, divorce, birth)
- Asset complexity (real estate, business interests, retirement accounts)
- Existing documents (will, trust, POA) and last update date
- Out-of-state property and multi-jurisdictional considerations
- Beneficiary structure complexity (blended families, trusts, charities)
- Urgency signals (terminal diagnosis, pending closings, court dates)
+Al, scripted for the moment
A 76-year-old who just lost her husband should not be filling out a 40-field intake.
Voice scripts are tuned for the emotional register estate planning requires. Al opens with empathy, asks the smallest viable set of qualifying questions, and books the consult. The detailed intake form arrives by email afterward, prefilled with everything captured on the call. Two minutes on the phone replaces forty fields.
+Templates, ready to ship
Forms tuned to the matters estate planning firms run.
- Comprehensive estate plan (trust + will + POA + healthcare directive)
- Trust update (existing trust, new beneficiaries, new property)
- Probate intake (decedent details, asset inventory, will status)
- Long-term care planning (Medicaid, asset protection)
- Special needs trust setup
- Business succession planning
See it run on your firm's leads.
Bring last week's leads to your demo. We'll show you what Kate would have scored, what Al would have asked, and which consults would already be on the calendar.