Probate lead generation

The probate case goes to whoever reaches the family first.

Probate Helper identifies estates within 3–5 days of death — not 3 to 6 months later like every other lead list — and sends branded outreach under your firm's name, in your own territory.

No credit card · Month-to-month · Leave with 30 days' notice

2.6M+ estates / yr nationwide All 50 states + DC 3–5 days death → dashboard Exclusive territory where available Bar-compliant outreach
The reality of your market

You didn't go to law school to cold-call.

If you've already tried scraping public death records yourself, paid for AI lead tools that delivered tire-kickers, or watched Google Local Service Ads charge you $200 for an out-of-state caller — you've already paid for the lessons we built this around. The best probate cases aren't going to the best attorneys. They're going to whoever reaches the family first.

01

Manual prospecting

Combing death records on weekends, pulling property by hand, mailing brochures your spouse designed. Ten hours a week for one callback.

02

Stale lead lists

Families choose an attorney within four to seven days. If your list is 3 to 6 months old, the case is gone before you call.

03

Feast or famine

One month referrals fill the calendar; the next you're paying Google $200 a lead for callers who aren't even in your state.

Your competition might not be as skilled as you, might not care about their clients the way you do. But if they reach families at the right moment and you don't, they keep getting the cases.

How it works

Three steps. The hard part runs while you practice law.

01

We identify & qualify

Death-record signals across all 50 states surface newly deceased individuals within 3–5 days of death, each filtered for probate eligibility before it reaches you.

02

You receive qualified leads

Verified estate prospects land in your dashboard with contact information and asset indicators. No guesswork, no scraping.

03

You close more cases

We handle branded postcards and intake under your firm's name on the cadence that converts. You step in when the family is ready.

Built for estate attorneys

Reach the family before any competitor knows they exist.

Only Probate Helper

Exclusive territory where available

Wherever we have capacity in your area, your leads are yours alone — no competing against other attorneys for the same prospect, and no bidding against the platform. In tight markets we'll be upfront about what exclusivity looks like before you commit.

Only Probate Helper

Leads within days, not months

Most platforms sell the same probate leads 3 to 6 months after death, scraped from court filings. We identify estates within 3–5 days of death — the window when families are actually choosing who to hire.

Intelligent lead discovery

AI continuously identifies and qualifies probate opportunities with asset and property verification.

Filtered for eligibility

Estates in revocable trusts, joint tenancy, or with named beneficiaries get filtered out at the source.

Your brand, your platform

White-label the entire experience under your firm's domain, logo, and colors. Families see your firm, not ours.

Guided family intake

Branded web intake walks families through what to share in plain language. Submissions land organized.

Direct mail campaigns

Compliance-reviewed mailers sent automatically to qualified prospects, branded to your firm with trackable codes.

Bar-compliant by design

Every template and touchpoint is built around state bar advertising rules, with attorney review checkpoints.

The math

One case pays for many months. Month-to-month.

One retained probate case is typically worth $2,500–$8,000. For most firms a single case pays for many months of Probate Helper — and the next case is pure upside.

Get a custom ROI analysis
1
case pays for itself
0
contracts, month-to-month
30
days' notice to leave
10
free leads to start
Built on trust

Your clients' data deserves the same standard of care you bring their cases.

Encrypted at every layer

Sensitive data is encrypted in transit and at rest. PII fields use AES field-level encryption, never touching a shared environment.

Role-based access

All data is centrally managed and secured. Role-based access ensures the right people see the right information.

Compliance built in

Outreach workflows meet your state bar's rules. Mailers, intake, and sequences are reviewed against ABA Model Rule 7.3.

Questions

Frequently asked

How quickly do I receive new probate leads?

Probate Helper surfaces new estates within 3–5 days of death — pulled from death-record sources, not court filings. Most lead lists arrive 3 to 6 months later, after families have already chosen an attorney. The earlier window is the entire game.

How is this different from buying probate lead lists?

Lead lists are sold 3 to 6 months after date of death, pulled from probate filings after every other firm has the same names. Probate Helper identifies estates within 3–5 days of death from death-record signals, with built-in asset verification and exclusive, non-shared territory routing.

How is this different from Google Local Service Ads?

Google LSA charges $150–$250 per call, including out-of-state callers and tire-kickers, and accounts can be suspended for disputing bad billing. Probate Helper uses flat monthly plans, with leads filtered for actual probate eligibility, in your defined territory, with no auction and no suspensions. See our full comparison.

What if other AI lead tools didn't work for me?

Most attorneys we talk to have tried them. The pattern is consistent: scraped data with no enrichment, generic templates, no eligibility filtering, and lists months old by the time they arrive. We built Probate Helper against exactly those failure modes — and your 10 free leads let you verify the claims before paying anything.

Does Probate Helper cover my state?

Yes — all 50 US states plus Washington D.C. State-specific death-record sources, bar advertising rules, and outreach compliance are built into the platform.

Is the outreach compliant with state bar rules?

Lead generation itself isn't regulated, but attorney outreach must comply with each state bar's solicitation rules — primarily ABA Model Rule 7.3. Our templates are reviewed against Model Rule 7.3 and each state's requirements, including required disclosures and waiting periods. Always confirm current rules with your state bar.

Insights for estate attorneys

27 in-depth guides on winning probate cases.

View all guides

Reach families first. Start with 10 free leads.

See qualified probate leads delivered within days of death — not months after every competitor already has them.

✓ No credit card ✓ Custom ROI analysis ✓ No commitment