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FOR ESTATE LAW FIRMS READY TO ATTRACT HIGH-VALUE CLIENTS ON AUTOPILOT
Build a Client-Generating Funnel That Turns Leads Into Booked Consults in 14 Days
Stop chasing referrals or wasting ad spend. Let your funnel qualify, nurture, and book new estate planning clients while you focus on the work that matters.
Referrals used to be enough, but now they come in waves, and you can’t predict when the next one will roll in.
Your team spends hours chasing follow-ups that never turn into booked consults.
Between cases, court prep, and clients, there’s just no time left to fix the marketing systems that keep slipping through the cracks.
You’re not at fault. Established estate planning firms often reach a stage where reputation alone can't drive growth; that's when the right system can transform slow quarters into a steady stream of leads.

Let’s be honest, relying on referrals or dabbling in random marketing tactics isn’t a growth strategy. It’s a gamble.
You’ve already built a respected estate planning firm. However, when your intake process relies on manual follow-ups and inconsistent systems, even qualified leads can fall through the cracks.
The solution isn’t more marketing noise; it’s a smarter funnel that quietly works behind the scenes. One that attracts qualified prospects, nurtures them with credibility, and books consultations while you stay focused on serving your clients.
That’s where I come in, designing systems that make predictable growth feel effortless.

Optimization over automation. My system has segmented follow-ups based on lead needs, so you can focus on what matters.

Every funnel I create is customized for your audience, ensuring consistent inquiries from those who appreciate your value.

With effective marketing, you regain time and mental clarity, making growth feel controlled rather than chaotic.
The Happy Funnels Growth System
Your firm’s invisible engine for predictable growth. You’ve got the expertise; this system gives it momentum.
Smart targeting and conversion‑focused pages bring in leads who already value your expertise.
Automated email and message flows nurture leads naturally so no one slips through the cracks.
Streamlined booking sequences handle scheduling and reminders so you can focus on client work.
Follow‑up systems strengthen relationships, encourage repeat clients, and generate referrals automatically.
The Happy Funnels Growth System combines data-backed funnel architecture, human psychology, and automation that feels personal, not pushy.
Built specifically for estate planning firms, it replaces the guesswork with a repeatable process that:
Attracts qualified prospects who already understand your value
Converts them into booked consultations automatically
Tracks every step so you can make smart, fast decisions without micromanaging your marketing
No gimmicks. No complex tech stacks. Just one unified system that quietly powers your client flow, so your firm grows even when you’re in court, at lunch, or off the grid.

Share a little about your firm and goals. We’ll pinpopint if the Happy Funnels Growth System is the right fit.

I design and launch your custom funnel in 14 days: messaging, visuals, and automation built to work together like clockwork.

Once live, your funnel will automatically convert leads into booked consultations. The system handles the calculations.

A year ago, I worked at a healthcare company, taking calls from people seeking clear answers and patience. That experience highlighted the importance of trust, but I yearned to create something of my own, so I quit my job.
I started selling digital products and exploring design, eventually discovering funnels. I realized that funnels focus on guiding people through meaningful choices rather than merely chasing conversions.
Now, I’ve established Happy Funnels Co. to help estate law firms create intake systems that feel human and trustworthy. When the process is pleasant for clients, growth follows naturally.
Frequently Asked Questions
Absolutely. Every system is built around your firm’s voice and the type of clients you want to attract. It’s not a plug-and-play template; it’s a strategy designed specifically for estate planning professionals who want consistent, qualified leads without the overwhelm.
We’ll begin with a short strategy session to review your current setup and goals. Once we’re aligned, your system is delivered within about two weeks. You’ll know exactly what’s happening and when — no guesswork.
Perfect. Your existing website stays exactly as it is. What I build is a dedicated client-acquisition funnel that works alongside it. A focused system designed to turn visitors into booked consultations while your main site continues to handle everything else.
Packages start at $2,500 one-time. Think of it as hiring a system that never takes a day off; one that keeps attracting qualified leads and booking consults while you focus on your cases and clients.
Stop relying on unpredictable referrals or ad campaigns. Build a system that delivers qualified, ready-to-hire clients to your firm every month, predictably and stress-free.
Only a few audit spots are open this quarter.

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Stop Losing Clients Before They Even Reach You
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