The Client Acquisition System for estate planning attorneys
We build and manage your firm's client acquisition system—powered by AI—without the cost of hiring freelancers or a full-time CMO. No more waiting on referrals.
The Client Acquisition System for estate planning attorneys
We build and manage your firm's client acquisition system—powered by AI—without the cost of hiring freelancers or a full-time CMO. No more waiting on referrals.
How We Drive High-Quality Clients to Your Firm
Our Process
Turn your Expertise into educational posts that build trust and generate new cases
We have a unique way to take your expertise in only one hour per month and turn it into FAQ-driven posts and video clips. Each post is optimized to educate your audience, build long-term trust, and get new cases.
Social Media Advertising for Firm Visibility and Lead Generation
We run low-cost brand visibility and lead generation ads. Our retargeting strategy ensures the right people see you multiple times, building familiarity before they ever book a call.
Client Intake, Follow-Up & Appointment Booking Automation
We build your automated client intake funnel. Email and SMS follow-up is utilized until they are ready to book and for reminders. Our conversational AI agents ensure you only speak to qualified, high-intent prospects.
A Map of Our Client Intake Workflow
Transparent Reporting and Ongoing Optimization
You'll get full visibility into your growth system. We provide simple, jargon-free reports and dashboard access so you can track performance anytime. No guessing—just clear data on what’s working and where we’re improving.
Introducing Formidian
At Formidian, we help estate planning attorneys stop relying on unpredictable referrals and outdated marketing, and start building a steady pipeline of qualified clients.
Most attorneys didn’t go to law school to learn Facebook ads, chase leads, or gamble on agencies that overpromise and underdeliver. That’s where we come in.
We’ve adapted a proven system (responsible for over $300M in professional services revenue) specifically for estate planners. Our process is built around three core pillars:
Authority Content Without the Effort – In just one hour a month, we capture your expertise in our virtual studio, turning it into professional video content that makes you the trusted expert in your market.
Predictable Lead Generation – We take cold prospects searching for wills, trusts, and full estate plans and move them from strangers to qualified appointments on your calendar.
Automated Nurture & Follow-Up – Estate planning isn’t always urgent. Our system keeps you top-of-mind and builds trust over weeks and months, so when they’re ready, you’re the clear choice.
With Formidian, you stay focused on practicing law while we build you a marketing engine that works in the background — filtering, qualifying, and delivering the right clients at the right time.
If you’re ready to trade the stress of “where will my next client come from?” for a scalable, predictable growth system, you’re in the right place.
Frequently Asked Questions
Answers to common questions about our service:
How long does it take to get results?
Most clients start seeing booked appointments within the first 30 days, depending on ad budget and market.
How much time do I need to commit?
About 1 hour per month. We handle all everything for you.
Is there a long-term contract?
No. We offer flexible month-to-month agreements. We believe in earning your business through results, not long contracts.
How much do the ads cost?
We recommend a minimum ad budget of $1,000 per month. We offer three different campaign structures, each with different daily budgets depending on your goals.
What makes Formidian different from a typical marketing agency?
We specialize in estate planning, use AI to grow your firm's visibility to get more cases for you, and offer a full stack solution for a better price than anyone else on the market.
Do I need to be on camera?
Yes, we require that you show your face on camera to display your expertise. Our system helps you build trust in advance of the first call, and we cannot do that as effectively without showing your face.
