10 Lead Magnet Ideas for Estate planning lawyers

A guided estate planning starter kit for adults 55+ and small business owners. It includes a fillable asset inventory, beneficiary designation tracker, and a document audit checklist to identify gaps. This kit makes readiness visible and nudges leads toward scheduling a consult with an attorney.

An interactive AI-guided questionnaire for baby boomers and small business owners to surface key estate planning gaps and generate a personalized outline. It outputs tailored next steps and captures contact details for a follow-up. This creates a low-friction path to a full plan.

A comprehensive guide for parents with minor children to plan guardianship, medical decisions, and asset transfers. Includes sample language and a step-by-step guardianship design checklist. Designed for families seeking clarity before consulting an attorney.

A practical guide for small business owners to plan succession and preserve business continuity in estate plans. Includes an overview of buy-sell options, key documents, and a meeting agenda template. Helps prompt a discussion with an estate planning attorney.

A calculator for older adults and families to estimate probate costs, potential taxes, and timelines across states. It helps prioritize which assets to transfer or fund and when to update beneficiary designations. Encourages scheduling a detailed plan with an attorney.

AI-driven assessment that asks targeted questions about current documents and assets and returns a customized gap report for baby boomers and small business owners. Highlights missing documents (will, trust, POA, healthcare proxy) and recommended actions. Finishes with a prompt to book a consult.

Fillable checklist to ensure all accounts have aligned beneficiaries across retirement, investment, and life insurance. Tailored for seniors and business owners who want to avoid unintended transfers or probate issues. Includes tips to coordinate with wills and trusts.

A concise, state-specific overview of probate rules, taxes, and essential documents. Helps baby boomers and small business owners quickly understand local requirements and what to discuss with their attorney.

AI-guided starter outline for establishing a family revocable living trust, including goals, asset types, and funding steps. Provides a personalized action plan and sample language to discuss with your attorney. Targets families with significant assets or business interests.

A curated directory of vetted local professionals (CPAs, fiduciaries, financial planners, and legal assistants) who support estate planning. Includes contact details and typical roles to streamline the planning process for older adults and business owners. Encourages reaching out to assemble a complete plan.