Grow your estate-planning practice beyond referrals.

Referrals can bring excellent clients. When the next introduction is uncertain, planning for growth gets harder.

SHIFT gives your firm another way to reach people who are thinking about estate planning. A useful resource starts the conversation; a clear inquiry or booking path gives interested people a way to act.

Example work: one invitation, three connected stages

Open each example below to inspect the same invitation from ad to resource to landing page. Willowmere Estate Law is fictional. These neutral demonstration layouts show the approach; they are not a client campaign or evidence of results.

The materials are ready-built, then branded and customized for your practice. Your firm approves the content before it goes live.

Start with two connected campaigns

Six static ads across two Facebook and Instagram campaigns introduce your firm and its offer. One consumer estate-planning resource and two landing pages give interested people a way to request information or book through your calendar.

Keep the invitation moving

One shared sequence of four follow-up emails runs over approximately two weeks after the appropriate delivery or acknowledgment message. Your firm handles personal replies and ongoing newsletters.

Keep what works. Improve what does not.

Management includes up to six replacement static creatives each month, based on adequate performance evidence. We retain winners; some months may need fewer replacements or none.

Within the agreed two campaigns, we repair and retool the approach when the evidence shows it is not working. That includes replacing offers, pages or the lead magnet when needed. A third campaign or a separate additional funnel is expansion agreed separately.

Keep the system working

Ongoing monitoring and fixes cover inquiry form capture, resource delivery, booking connections and appropriate follow-up stops when someone replies, books or unsubscribes.

A concise monthly summary

See spend, inquiries and bookings where tracked, along with the changes made and our next recommendations. Inquiries and bookings are reported separately.

This is a practical fit for a small estate-planning practice that wants to grow, can make room for consultations and has someone to follow up with people who respond.

You can be starting with Meta advertising or looking for a clearer way to manage it. We will discuss the market you serve, your capacity and the budget before recommending whether to move forward.

Ryan brings more than 20 years in sales and marketing. Inspect the example journey above, then use the free call to discuss how the work could be adapted for your practice.

We will be clear about the work, responsibilities and costs so you can judge the fit.

SHIFT handles the marketing setup, ads and automated follow-up. Your firm handles personal replies, calls, consultations and signing clients.

Management is month to month. You can cancel anytime and keep the assets you have paid for.

• Your growth goals and the area you serve

• The new inquiries and consultations your team can handle

• An example of the ads, resource and landing-page journey

• What is included, the budget and whether the approach fits your firm

Will you speak with prospective clients for us?

SHIFT handles the marketing setup, ads and automated follow-up. Your firm handles personal replies, calls, consultations and signing clients.

Does every inquiry mean a booked call?

No. Someone may request the resource, ask for information or book. We count each person once as an inquiry and report bookings separately.

Are all the materials made from scratch?

We use ready-built materials that we brand, customize and submit for your approval. We will show you the approach before you decide.

How soon can we start?

We plan for about two weeks of preparation once the required information, access, payment, approvals and ad budget are in place. We will confirm the launch plan with you.

Is there a guaranteed number of clients or inquiries?

We don't currently offer a guaranteed number of inquiries or clients. We will discuss realistic expectations and any agreed terms before you commit.

What happens if we stop?

You can cancel management anytime and keep the assets you have paid for. We will explain the handoff and any separate platform or hosting costs before you sign up.