Probate lead generation is the process of identifying newly opened probate cases (typically within days of court filing) so estate attorneys can reach grieving families before competitors do. Probate Helper automates this across all 50 US states using AI, replacing weeks of manual prospecting with court-ready leads delivered directly to your inbox.
One probate case pays for a full year of Probate Helper. Most firms close their first new case within 30 days.
Built for small and mid-size estate law firms ready to build a predictable probate 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.
A senior partner retired, a referral source dried up, or your case flow just isn't consistent. You need a lead source you control, one that delivers every month regardless of who you know.
Most estate attorneys spend more time finding cases than working them.
Scanning obituaries, pulling court records, cross-referencing property data. Your attorneys are spending 5-10 hours a week on research that produces 2-3 viable leads, burning $500-1,000 in billable time on marketing instead of practicing law.
Families choose an attorney within 2-4 weeks of a death. If you're finding out about a probate opportunity from a monthly lead list or a late referral, the case is already gone. Timing isn't a nice-to-have. It's the entire game.
Without a systematic approach, case flow is feast or famine. One month you're overloaded, the next you're wondering how to keep your associate busy. Referrals aren't a strategy. They're a hope.
Most attorneys spend 5-10 hours a week on manual prospecting. Here's how Probate Helper replaces that with a system that runs itself:
Our intelligent systems continuously monitor and identify new probate opportunities across your market. Leads are qualified with asset verification and property records before they ever reach your desk.
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.
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.
Includes bar-compliant mailer templates with required "ADVERTISING MATERIAL" disclosures and state-by-state variations. Attorney review checkpoints are built into every workflow. You grow your practice without risking your license.
Plans start at $999/month. No contracts, cancel anytime. At an average probate case value of $3,000-$8,000, a single case covers nearly a full year of Probate Helper.
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.
Every outreach template is reviewed against ABA Model Rule 7.3 and the solicitation rules of each state we cover. 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.
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.
Read more