Top-Quality Estate Planning Leads — Exclusive & High-Intent

Connect with motivated individuals and families actively seeking estate planning, trusts, wills, and wealth transfer solutions. Our Estate Planning Leads are top-quality, exclusive, and delivered in real time, giving you direct access to high-net-worth clients who value professional guidance in protecting their legacy.

Each lead completes a pre-screening form that identifies their estate planning goals, financial priorities, and level of interest — helping you build immediate rapport and tailor your conversation for maximum impact.

Wealth Legacy Lead’s Quality:

Qualified Prospect:

  • Full Name / Verified Phone Number / State / Email

  • Aged 30-70 yrs interest in Estate Planning Trust, Will, Probate, and Asset Protection.

  • Pre-screened with at least $100,000 or more in investable assets.

  • Client Jot Form with financial goals and debt.

  • Name of Beneficiary.

    What your leads get:

  • Estate Planning Firm / Phone / Email / State / Calendar Link

  • SMS + Email Campaign + Video

  • Lead Estate Planning Funnel

  • Appointment Link

  • Premium Insurance Marketing Support

If you’re looking to grow your estate planning practice with quality leads that convert, our program delivers the pipeline you need for consistent growth and long-term success.

Secure your top-quality Estate Planning Leads today and connect with clients ready to protect their legacy.

Free Custom Lead Consultation

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Estate Planning

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✓ 10 Exclusive Leads
✓ Pre Qualified $100,000+ Investable Assets
✓ SMS & Email Lead Hook
✓ 2 Week Commitment!

Estate Presidental

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$3,500.00

Lead Bundle

Estate Planning Pro
$3,500.00

10 Exclusive Local Leads

$100,000+ Investable Assets Filter

Estate Planning Name Referral

Email + SMS + Funnel Hook System

Pre-Booked Appointments

One Time Purchase

Build Your Legacy

Gold Standard of Lead Gen.

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  • Advanced lead generator.

  • Exclusive leads on ad campaign.

  • Quality ads for your business.

  • Authentic & transparent.

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  • Live daily delivery of your leads.

  • Abundant high quality live leads

  • Decide your lead package.

  • No contract & free cancellation.

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  • Discount 10% buddy referral.

  • Refund credit for bad leads.

  • Premium customer service.

  • Continuous member discounts.

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