Estate planning leads who already know they need you.
Savology's financial report card flags estate planning gaps: no will, no trust, no beneficiary designations, no power of attorney. The consumers we refer to you have already seen their gap, acknowledged it, and asked to be connected with an attorney. You are not interrupting anyone.
Not cold. Not random. Documented.
Most attorney lead services send you names and phone numbers. We send you something different: a consumer who has completed a full financial intake, seen their estate planning report card, identified the specific gap (no will, no trust, no beneficiary designation, no POA, or some combination), and clicked to talk with an estate planning attorney about it. You receive their name, contact information, and the specific estate planning items flagged in their plan. The conversation has a starting point before you dial.
Documented need
You see exactly which gaps were flagged: will, trust, POA, beneficiary. No guessing.
Exclusive referral
One consumer. One attorney. We do not send the same person to multiple attorneys.
Warm intent
They requested the connection. They are expecting your call. They have already acknowledged the gap.
Built for practicing estate planning attorneys who want a consistent referral pipeline.
- Solo and small-firm estate planning attorneys who rely on referrals and want a scalable supplement
- Mid-size firms with dedicated estate planning practice groups looking to grow volume
- Attorneys who serve middle-market clients. Our consumer base is working and professional adults, not ultra-high-net-worth.
- Attorneys licensed in states where Savology operates its consumer funnel
Not a fit: lead aggregators, referral resellers, or non-practicing attorneys. We work directly with the attorney who will handle the client relationship.
How it works
- 1
Consumer completes plan
They take the Savology financial report card and receive a grade on estate planning readiness.
- 2
Gap flagged
If they have no will, no trust, no POA, or missing beneficiary designations, that gap is surfaced in their report card and action items.
- 3
Opt-in
The consumer clicks to connect with an estate planning attorney. Consent is explicit and documented.
- 4
Lead delivered
You receive their name, contact information, and estate planning gaps, typically within 24 hours.
- 5
You make contact
You reach out and they are expecting your call. The specific gaps give you a natural opening.
Attorneys are closing with Savology referrals.
“These referrals already know they need an estate plan. My consult-to-retainer rate is the best of any channel I use.”
“Knowing the exact gap before I call changes the whole conversation.”
“Truly exclusive. I am the only attorney who gets that consumer.”