Estate Planning Law Firm Software and Marketing
Estate planning is the task people put off, so the firm that answers calmly and books the consultation the moment someone is ready gets the matter. Reach a voicemail and the resolve drains, and the plan slides to someday. Top Shelf puts intake in one place: an AI receptionist, a CRM, online booking, reviews, and a site built to rank.
Where an estate planning firm loses clients
An estate practice is not a phone bank. When a call comes in you are often in a signing, drafting a trust, sitting with a grieving family, or gone for the evening, and a solo or small firm rarely has a receptionist waiting by the phone. So the calls that arrive during a meeting or after five roll to voicemail. For this caller that is not a safety net. Someone who spent years meaning to make a will and finally picked up the phone is fragile in that moment. Reach a machine and the resolve drains away, and the whole matter slides back onto the someday pile, sometimes for another year.
The bigger place work slips away is the long wait after a consultation. Estate planning has the longest consideration window of almost any legal work, so a person takes the folder home to name a guardian, life closes over it, and months pass with no reason to pick it back up. Top Shelf closes both gaps. An AI receptionist answers every call with patience, runs the intake an estate matter starts with, and books the consultation or flags a time-sensitive matter to your on-call attorney. A CRM keeps every unsigned consultation in front of you with patient, no-pressure check-ins, and reminds past clients when an aging plan should be revisited. Both do intake, booking, and scheduling only. Neither gives legal advice or predicts how an estate will be handled or taxed, and your attorneys make every decision.
One calm system, not a scatter of tools
The reason matters drift is that the phone, the follow-up, the site, and the reviews usually live in separate places, and a small estate firm does not have time to run them all between signings. Top Shelf is one connected system instead. The call the receptionist books lands in the same CRM that sends the patient check-ins, and your website and local SEO feed it by getting you found when someone finally searches for an estate planning attorney nearby, with the genuine reviews that reassure a cautious, often older client. Your marketing keeps your referral partners, the financial advisors and CPAs who send the most work, warm and in touch. You keep your own number and client list, and both stay yours if you ever leave.
The pricing is plain. The Essentials plan is $299 a month and covers the website, local SEO, online booking, and reviews. The Signature plan at $899 a month adds the AI receptionist and the CRM that answer and follow up on every consultation. A fully done-for-you plan runs $2,500 a month, or you can buy a custom five page site outright for $1,500 one-time with no plan at all. There is no setup fee on any of it. What no honest company can promise is a specific ranking by a specific date, because nobody controls Google, and no honest firm can promise any result or tax outcome. A free audit is the place to start: it shows you exactly where calls and unsigned consultations are slipping away, whether you work with us or not.
Everything Top Shelf does for estate planning attorneys
Common questions from estate planning attorneys
Common Questions
What does Top Shelf cost for an estate planning firm?
It depends on how much you want handled for you. The Essentials plan is $299 a month for the website, local SEO, online booking, and reviews. The Signature plan is $899 a month and adds the AI receptionist and CRM that run intake and follow-up. A done-for-you plan is $2,500 a month, or a one-time custom site is $1,500. There is no setup fee.
Does it work for the long estate planning follow-up window?
Yes, that is the point. The CRM keeps every unsigned consultation on a patient schedule, sending gentle, no-pressure check-ins over weeks or months, and reminds past clients when an aging will or trust should be revisited, so a matter with no deadline does not quietly disappear. Setup is included, with no separate fee.
Does the AI receptionist give estate planning advice?
No. It answers with patience, runs your intake, and books the consultation or flags a time-sensitive matter to your on-call attorney. It never gives legal advice, never tells a caller which documents they need, and never predicts how an estate will be handled or taxed. Your attorneys make every legal decision.
See the consultations you are missing
Get a free audit of where calls and unsigned consultations are slipping away, whether you work with us or not. No credit card, never a call center.