If you've already tried scraping obituaries 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.
Real-time probate leads, filtered for actual probate eligibility, with white-label outreach that lands inside the time window when families are still deciding. No contracts. No shared leads. No suspensions when you ask questions.
Every week, families in your jurisdiction are choosing an attorney. The only question is whether they find you or the firm that reached them first. One probate case pays for months of Probate Helper.
Built for all estate law firms ready to stop waiting for referrals and start building a predictable pipeline.
You're closing 5-10 probate cases a month and want to scale to 15-20, but your referral network has hit its ceiling. You need a systematic pipeline, not more networking lunches.
Your firm handles estate planning but you're adding probate administration as a revenue line. You need cases from day one. Not a 2-year wait for referrals to build.
You've tried AI lead platforms that delivered tire-kickers. You've sent your own mailers and watched most come back undeliverable. You're paying $200 a lead to Google for out-of-state callers. You don't need another marketing vendor — you need the marketing job removed from your day.
Most estate attorneys spend more time finding cases than working them.
Scanning obituaries on weekends. Pulling property records by hand. Mailing brochures your spouse designed and watching half come back undeliverable. Most attorneys who try DIY probate marketing send 150 mailers and get one call back — and lose 10 hours a week to the work that produced it.
Families choose an attorney within four to seven days of a death. If your lead lists are 30+ days old — or your Google ad just got you a call from out of state — the case is already gone before your name reaches the family. Timing isn't a feature. It's the entire game.
Without a system, case flow is feast or famine. One month referrals fill the calendar; the next month you're paying Google $200 a lead for callers who aren't even in your state. Referrals aren't a strategy. Google LSA isn't a strategy. They're hopes, and hopes don't scale.
Here's what's actually happening in your market right now: the best probate cases are not going to the best attorneys. They're going to the attorneys who reach families first. Your competition might not be as skilled as you, might not care about their clients the way you do. But if they have a system for finding and reaching families at the right moment, and you don't, they are going to keep getting the cases. That's the reality. Probate Helper exists to change it.
Whether you're scaling an established practice, launching a new one, or replacing referrals that dried up, here's how Probate Helper works:
Our intelligent systems pull from obituaries, court filings, and county property records within 24-48 hours of death — not weeks later, like most lead lists. Every lead is filtered for probate eligibility before reaching your dashboard, so estates already in trust, on joint title, or covered by named beneficiaries never waste your postage.
Verified estate prospects delivered directly to your dashboard, complete with contact information and asset indicators. No guesswork.
Focus your expertise where it matters. Court-ready documents are generated automatically, branded under your firm. You review, approve, and file. More cases, less busywork.
Everything your practice needs to grow, under one roof. Every feature built to save prospecting time, from real-time lead identification to court-ready documents generated for your county.
Our AI continuously identifies probate opportunities across your market and qualifies them with asset and property verification. You get leads that are worth your time.
Estates already in revocable trusts, joint tenancy, or with named beneficiaries don't need probate. Most lead lists ship them anyway. We filter them out at the source — before mail goes out, before your dashboard fills up with leads that were never workable. You see only the cases that will actually generate probate work.
Every lead is exclusive to your firm in your defined geography. You don't compete against other attorneys for the same prospect. You don't bid against the platform itself. Unlike Google LSA, lead lists, or shared marketplaces — when a probate-eligible estate appears in your county, it's yours.
White-label the entire experience under your firm's domain, logo, and colors. Families see your firm, not ours. Your brand equity stays yours.
AI-generated probate forms specific to your state and county. Not generic templates. Every document follows your local court's exact requirements and form codes.
No other platform offers this. When families need real estate agents, estate sale services, or financial advisors, your firm earns the referral commission. Attorneys report earning $500-2,000+ per estate in referral revenue alone, on top of their legal fees.
Professionally designed, compliance-reviewed mailers sent automatically to qualified prospects in your territory. Branded to your firm with trackable response codes.
Every outreach template, mailer, and client touchpoint is designed around state bar advertising rules. Attorney review checkpoints are built into every workflow. You grow your practice without risking your license.
Plans start at $999 per month. No contracts. Cancel anytime. With a probate case value of $2,500 to $8,000, a single case covers months of Probate Helper. SEO takes years to build. Google Ads get more expensive every quarter. And bigger firms will always have bigger budgets for both. Probate Helper puts you in front of families directly, before they ever search for a probate attorney online.
or Book a Demo for a custom ROI analysis
Our intelligent systems handle the research, identification, and document preparation. You maintain complete control over every client interaction, every document review, and every filing decision.
Your clients' data deserves the same standard of care you bring to their cases.
Sensitive data is encrypted in transit and at rest. PII fields use AES field-level encryption. Your clients' information never touches a shared environment.
All data is centrally managed and secured on our platform. Role-based access ensures the right people see the right information.
Outreach workflows and documents are built to meet your state bar's advertising and solicitation rules. Court-ready forms match your county's exact requirements. Attorney review checkpoints ensure quality control before anything reaches a client or court.
Probate lead generation is the process of identifying newly filed probate cases and connecting estate attorneys with the families involved. Modern platforms use AI to monitor court filings across all 50 states and deliver qualified leads (including decedent information, estate value estimates, and surviving family contacts) within 24 to 72 hours of filing.
Pricing typically ranges from $200 to $2,000 per month depending on coverage area and lead volume. Probate Helper offers transparent flat-rate pricing. See our pricing page for current tiers. One retained probate case typically pays for a full year of the platform.
Probate Helper surfaces new probate filings within 24 to 72 hours of court entry. Speed matters because families typically choose an estate attorney within 2 to 4 weeks of a death, and earlier outreach materially increases retention rates.
Yes. Probate Helper covers probate filings in all 50 US states plus Washington D.C. State-specific filing rules, fee schedules, and document templates are built into the platform.
Lead generation itself is not regulated, but attorney outreach to leads must comply with each state bar's solicitation rules -- primarily ABA Model Rule 7.3, which governs written solicitation of prospective clients. Probate Helper's outreach templates are reviewed against Model Rule 7.3 and each state's specific advertising requirements, including required "ADVERTISING MATERIAL" disclosures and mandated waiting periods. Always confirm current rules with your state bar.
Lead lists are static snapshots that are often weeks old by purchase time and shared across multiple buyers. Probate Helper delivers fresh leads directly from court filings within 24 to 72 hours, with built-in data enrichment, document automation, and exclusive (non-shared) lead routing options.
Most attorneys we talk to have. The pattern is consistent: scraped data with no enrichment, generic outreach templates, no probate-eligibility filtering, and lead lists 30+ days old by the time they reach the dashboard. We built Probate Helper specifically against those failure modes — real-time obituary integration, trust-property filtering, attorney-approved templates, exclusive territory. The 30-day free trial is so you can verify these claims before paying anything.
Google LSA charges $150-$250 per call, including out-of-state callers, tire-kickers, and people fishing for free advice — and accounts can be suspended for disputing bad billing. Probate Helper is flat-rate ($999/month for 100 exclusive leads, ~$10/lead), with leads filtered for actual probate eligibility, in your defined territory, with no auction and no suspensions. See our full comparison.
See how Probate Helper can deliver qualified leads, streamline document preparation, and open new revenue streams for your firm.
The complete guide to modern probate lead generation, from AI-powered identification to conversion strategies that work.
Read the full guideA step-by-step look at the pipeline that turns public records into qualified estate cases.
Read moreWhat firms actually spend on manual prospecting, and what changes when AI handles the research.
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