Every will, trust and workshop sign-up, and what it became.

Is this built for an estate planning practice?

Yes. It is built for an estate planning practice, a solo attorney or a firm of several, that drafts wills, trusts, powers of attorney and health care directives and handles probate and trust administration, and a firm with a second office fits the same way. The marketing often falls to the founding attorney, done after the drafts are reviewed and the signing meetings are over, or to a paralegal or an office manager, and a firm with a marketer on staff gets the same screen. Search, ads, content and the counting run on a schedule whether or not anyone had time this week, every request and registration is counted from your own site, and one screen shows what happened and what it cost.

People come to an estate plan by three roads. Some have been meaning to do it and something finally moves them, a new child, a new house, a retirement date, a friend's family sorting out an estate without a plan, and they search, read your site and ask for a consultation. Some come to a workshop first: an evening at a library or a community room, or a session online, where they hear how a will and a trust differ before they decide to book. And some arrive with a name from someone they already trust, a financial advisor, a CPA or another attorney, and search it to check it. A family handling a loved one's estate after a death asks about probate, and deserves a calm, quick reply.

Each road ends in the same place: a request or a registration on your own site's form, written to your lead sheet the moment it lands. So the screen counts consultation requests, workshop registrations, consultations and signed engagements next to what the marketing cost, and approvals and compliance review of what the firm publishes stay with the firm.

What runs while I am in signing meetings, and what waits for the firm?

Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and routine churn aside, and raises a material change made by anyone else the same morning, including the recommendations Google applies on its own. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history. In the weeks before a workshop, that is what keeps the registration budget pointed where you put it, and a new address given access to the account reaches your team the next morning.

On Launch, Growth and Command, the content engine researches and drafts on your cadence the articles a family reads before booking: how a will and a living trust differ, what happens to an estate without a plan, what probate involves for the family handling it, what a power of attorney and a health care directive do, and when to update a plan. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional. Approvals and compliance review stay with the firm: with auto-publish off, each piece waits as a draft until the firm approves it.

On Command, the outbound engine sources prospects weekly to the target profile set with you, which for an estate planning practice can be the professionals whose clients need a plan: financial advisors, CPAs, insurance agents, and attorneys in family and business law. It finds a deliverable address or routes the prospect to a contact-form path and drafts into a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified, and not-interested and bounced addresses are suppressed.

Every day at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or a workshop registration form that stopped submitting is flagged the next morning rather than on the night of the workshop. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a family or a referring advisor. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each request goes to the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history, so the firm has a record of every change to review.

Which tier fits an estate planning practice?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads, for a firm that fills workshops from social as well as search, are on Growth and Command. The outbound engine, for a firm that wants advisor and CPA relationships beside the searches and the workshops, is on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so each attorney and paralegal can sign in with a seat of their own, and a seat you remove is revoked within 30 seconds. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and committing annually takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures as every other page.