Veteran estate planning attorneys have partnered with a digital marketing expert to launch an industry-specific software solution meant to streamline and scale estate planning practices by consolidating their entire tech stack, from CRM to website creation to workflow automations and more, all into one platform
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A team of veteran estate planning attorneys has partnered with an experienced digital marketer to develop an all-in-one SaaS solution for estate planning attorneys and professionals. By consolidating the modern attorney's marketing and operations tech stack into one affordable and simple-to-use platform, Estate Practice Accelerator saves users on the snowballing fees and integration headaches that come with juggling multiple software subscriptions à la carte.
More details can be found at https://estatepracticeaccelerator.com/
The software combines technologies to give estate planning professionals the tools they need to scale their businesses. Workflow automations, for example, have been specially developed with the estate plan marketing and fulfillment process in mind, allowing users to implement marketing campaigns and labor-intensive fulfillment processes on autopilot, all of which can be tweaked and amended to adapt to evolving client needs and rising demand.
According to Kiplinger, 90% of Americans recognize the importance of writing a will and planning their estate yet as much as 60% have thus far failed to set these plans in motion. As the baby boomer generation reaches its twilight years, Cerulli Associates reports that a staggering $68 trillion will be passed on to the next generation, covering some 45 million US households.
With these sums destined to change hands in the coming years, Estate Practice Accelerator helps attorneys capitalize on the growing need for legal expertise and legacy tax planning services. The platform can generate leads directly from Facebook Messenger, Instagram DMs, TikTok ads, website chatbots, inbound calls, SMS, and marketing funnels. The software allows users to manage all these marketing strands from one interface.
Attorneys can also make use of the platform's website generator to customize a plug-and-play template optimized to get visitors to book consultations, build one from scratch, or mix and match to create professional-grade websites and marketing funnels with custom URLs. All parameters including aesthetics and functions can be customized and edited as desired while all pages integrate with Estate Practice Accelerator's built-in CRM features.
The smart booking calendars are designed to facilitate the estate planning fulfillment process. Two-way Google integration also means that users can sync the system with their existing calendars. Estate Practice Accelerator also offers electronic billing and document signing. Users can send and manage engagement letters, contracts, and digital invoices with full visibility throughout the estate planning lifecycle.
Tracking and analytics are covered too. A spokesperson says, “Custom Sales and Client Pipelines allow you to track leads and clients at a glance, granting clarity to your processes and making it easier to spot development opportunities.”
For more information, go to https://estatepracticeaccelerator.com/
Contact Info:
Name: Beau Campasano
Email: Send Email
Organization: Estate Practice Accelerator
Address: 80 Orville Dr. Suite 100, Bohemia, NY 11716, United States
Phone: +1-631-597-8528
Website: https://estatepracticeaccelerator.com
Source: PressCable
Release ID: 89133448
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