Work · Law and tax · Concept build for a fictional brand. Names, prices and numbers are illustrations.
Calder & Wynn
A flat-fee estate planning site for a Denver firm, built around a plan builder that shows each family its plan, documents and fee before it books a call.
What estate planning attorneys tell us
“Our consults fill up with people shopping for a $300 will.”
What this build moves: consult-to-engagement rate: the fee and the documents are on screen before anyone books
“Inquiries come in at 9 PM and we answer them two days later.”
What this build moves: response time: evening visitors build a plan and book on their own, with a reply by 9:30 AM
“Workshop seats don't fill, and the people who come don't book.”
What this build moves: attendee-to-consult rate: registration, reminders, slides and one booking email the next morning
What this build has that a typical estate planning firm site doesn't
- A plan builder that names the Colorado documents and the flat fee for each family
- Published flat fees for three plans and every add-on, with payment terms
- A probate vs trust comparison for the visitor's own estate size
- An intake questionnaire that arrives before the consult, not during it
- Workshop registration with reminders and a next-day booking link
- Registration numbers, admission years and memberships instead of 'expert' badges
- A no-attorney-client-relationship notice on every form and in the chat
- The responsible attorney and office address on every page
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The plan builder
Six questions about family, property and business return the plan, every Colorado document in it and the flat fee, then book a free fit call. People arrive at the consult already knowing the price.
Your plan appears here as you answer.
- Will plan$1,650
- Revocable trust plan$3,400
- Trust plus business plan$5,600
Flat fees for one person. Couples add $500. Set in writing before your first meeting.
Book a free 20-minute fit call
Sending this doesn't make us your lawyers. Please don't include confidential details; we'll ask for those once we agree to work together.
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The website
7 pages built around how people choose a estate planning firm. Every page leads to one next step.
Calder & WynnKeep the house out of probate.- HomeThe plan builder, the trust fee in one sentence, how two meetings work and the probate comparison
- Plans and flat feesThree plans side by side, every add-on priced, payment terms and what isn't included
- Our processSeven steps with timings, what to bring and every message the family will receive
- Probate and trust administrationThe first 30 days, Colorado probate step by step, the comparison and flat fees after a death
- WorkshopsFive free sessions with registration, reminders and a no-pitch promise
- AttorneysBios with admission years, registration numbers and memberships, plus who answers the phone
- Start my planA five-screen intake questionnaire that books the fit call
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The email and SMS flow
What every lead receives, in order. Tap a message to read it, or send one to yourself.
You'll get this email, then two short notes from Jerome. Unsubscribe in one click.
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The receptionist chat
Answers the questions people ask most, at any hour, and offers real times to book.
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The CRM pipeline
Every lead has a stage, an owner and a next step, so nobody sits forgotten.
Tap a card to move it to the next stage, the way the automation does.
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The calculator
Put in your own numbers. Change any assumption.
What fewer price shoppers is worth
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The monthly report
One page, once a month: what moved and what's next.
Calder & Wynn · Monthly report · Sample, month 6
Fit calls booked per month
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The teardown
What a typical site in this industry looks like, and what we'd change first.
Calder & Wynn, P.C., Attorneys and Counselors at Law
Wills, trusts, probate, elder law, real estate and business. Call for a consultation.
Click here
Keep the house out of probate.
Build my plan- A list of practice areas became three plans with flat fees, published.
- Phone tag became a plan builder that books a fit call with the fee already known.
- Every form and the chat carry a no-attorney-client-relationship notice and ask for nothing confidential.
Built to respect
Colorado Rules of Professional Conduct 7.1 to 7.3: no 'specialist' or 'expert' claims, no testimonials or case results, the responsible attorney and office address on every page, attorney advertising and prior-results notices in the footer, a no-attorney-client-relationship notice on every form and the chat, and deeds in other states sent to a lawyer licensed there.
Get this built for you.
Website $4,500 · Full suite $9,500. Half of any build fee is credited to your first month if you continue on a Marketing Ops Lead plan within 30 days.
Built on real work
12% of a store's total revenue from Klaviyo flows, 23% repeat purchase rate. Ecommerce.
See the results