Predictable client acquisition for estate planning and wealth advisory firms.
Built for solo and boutique practices that have outgrown referrals — and want a pipeline that protects, not undermines, their reputation.
The audit is free, takes 30 minutes, and ends with three specific gaps in your current acquisition — whether or not you ever work with us.
Why referral-built firms hit a ceiling.
The Pipeline Problem
Referrals are unpredictable by design.
Your best referral sources are aging out, retiring, or being acquired. The pipeline that built your firm cannot scale it.
The Compliance Problem
Most marketing agencies don't understand the bar.
Generic agencies write copy that violates state bar advertising rules. The risk is yours, not theirs.
The Reputation Problem
Aggressive marketing erodes professional standing.
Estate planning is built on trust. The wrong marketing approach signals desperation — and your peers and prospects notice.
The Trusted Counsel Pipeline.
A 90-day implementation of the client acquisition system used by the country's most disciplined boutique estate and wealth firms. Designed to deliver pre-qualified, financially-screened prospects directly into your calendar — without weekly meetings, social media, or compromising your professional standing.
- 01
Pipeline Audit & Bar Compliance Review
We map your current acquisition gaps and pre-screen every campaign asset against your state's bar advertising rules. No campaign launches without compliance signoff.
- 02
Affluent Client Funnel Build
A custom landing page, scripted Video Sales Letter, and qualifying form designed to repel tire-kickers and pre-qualify prospects by estate value, timing, and decision authority.
- 03
High-Intent Paid Acquisition
Geo-targeted Google Ads campaigns reaching affluent prospects actively searching for estate planning counsel in your service area. We exclude price-shoppers at the keyword level.
- 04
Conversion Engine
Front-desk intake script, inbound call grading, and a 7-day SMS and email nurture sequence — so leads convert at the rate they should.
Built end-to-end. Operated for you.
Every component below is included. There are no add-ons, no à la carte upsells, and no surprise invoices.
The Affluent Client Funnel
Landing page, scripted VSL, qualifying form
The Bar Shield Compliance Review
State-specific advertising rules audit on every asset
The Trust Company Creative Library
Ten premium ad variants in your firm's visual language
The Front-Desk Conversion Audit
Inbound call grading and intake script training
The No-Meetings Reporting Cadence
Weekly Loom briefings, live dashboard, zero standing calls
The Affluent Filter Form
Estate value, timing, and authority screening before any call books
Bonuses for charter clients:
The Reactivation Sprint
Dormant lead and CPA referral re-engagement campaign
The 60-Minute VSL Sprint
Scripted on-camera coaching to record your VSL in one session
GBP Optimization Sprint
Full Google Business Profile rebuild and review acquisition system
Front-Desk Phone Script Library
Twelve scripts for the most common inbound call types
Bonuses are reserved for the first three firms each quarter.
We work with:
- ✓Estate planning, trust, and tax firms doing $500K–$3M in annual revenue
- ✓Wealth advisory practices serving HNW individuals ($1M+ portfolios)
- ✓Solo and boutique firms (2–7 attorneys or advisors) capped by referral volume
We do not work with:
- —Personal injury, criminal defense, or general practice law firms
- —Firms primarily competing on price or volume
- —Practices unwilling to invest $5,000+ per month in paid acquisition
Three commitments, in writing.
The Filled-Calendar Guarantee
If your campaigns have not produced eight qualified booked consultations within 90 days, we work without billing until they do. Conditional on minimum recommended ad spend and timely review responses.
The Bar Shield Compliance Review
Every ad asset is reviewed against your state's bar advertising rules using our state-specific compliance framework, developed with legal counsel review. Compliance signoff before any campaign launches.
The No-Tire-Kickers Policy
Onboarding fees are final. We hand over the entire system on day one — funnels, scripts, ad templates, compliance frameworks. We work with attorneys who decide deliberately and execute completely.
Three firms per quarter. One firm per metro.
We cap onboarding at three new firms each quarter — enough to deliver every component with senior attention, not so many that delivery becomes templated. We also operate exclusively in non-overlapping metropolitan markets: one firm per metro, no exceptions. This protects your ad economics and your competitive position.
Charter cohort opens next 1st of month. Two of three spots currently available.
Once the system is delivering
Most clients expand the engagement after the first 90 days.
Once your pipeline is performing predictably, we add complementary layers: SEO retainers for long-term organic discovery, Meta retargeting for retention of in-pipeline prospects, and dedicated content systems for thought leadership. These are not part of the core engagement — they are additional capabilities our existing clients ask for, typically beginning month four or later.
Founder
Keegan Green
TrustDemand was built on a single observation: estate planning and wealth advisory firms are systematically under-served by the marketing industry. Generalist agencies don't understand bar compliance. Performance agencies don't understand fiduciary trust. We do both.
Before TrustDemand, I ran a generalist marketing operation serving trade and service businesses. Over time it became clear that the firms I most enjoyed working with — the ones with real margin, real urgency, and real respect for craft — were professional services firms, not contractors. TrustDemand is the result of that focus: a single offer, a single audience, and a deliberate refusal to expand the scope. Three firms per quarter. One firm per metro. No exceptions.
Not ready for an audit?
Read the 2026 Estate Planning Firm Pipeline Benchmark Report.
A 12-page brief on current acquisition costs, conversion benchmarks, and compliance pitfalls across the estate planning sector. Built from current industry data and our own campaign records. Free, no call required.
Download the report →Diagnose your pipeline. Decide afterwards.
Thirty minutes. Three specific gaps in your current acquisition. A clear plan, regardless of whether you ever work with us.
Book a Pipeline Audit