AIDASHFUNNELS
SolutionsIndustriesPlatformManagedCompareSupportLogin Get Started Free
DASH FUNNELS LAW
Estate Planning · Law Firms

Marketing & CRM software for Estate Planning

Dash Funnels LAW for estate-planning and probate firms: funnels, CRM, calendar, reviews, ads, and an always-on AI Agent — built, run, and supported for you.

Law Firms · Estate Planning

Built for Estate Planning

We pre-build and manage a complete growth system for estate-planning and probate firms — so you capture every lead, book more appointments, and follow up automatically. It’s the full Dash Funnels LAW platform, tuned to your specialty.

The platform

Everything you need, in one place

CRM & Pipelines

Every lead and client in one place.

Learn more →

Sales Funnels

Convert more of your traffic.

Learn more →

Calendar & Booking

Fill your schedule, cut no-shows.

Learn more →

Email & SMS

Follow-up that gets answered.

Learn more →

Reviews & Reputation

Build trust automatically.

Learn more →

AI Agent

Answers, qualifies, and books 24/7.

Learn more →
Connects with your stack

Integrations for Estate Planning

Stripe logoStripe
PayPal logoPayPal
Square logoSquare
Razorpay logoRazorpay
QuickBooks logoQuickBooks
Xero logoXero
Google Ads logoGoogle Ads
Meta logoMeta

Plus 1,500+ apps via Zapier & Make. See all integrations →

FAQ

Common Questions

What's the best marketing software for estate planning?

For estate-planning and probate firms, a managed, specialty-built platform beats a blank tool — Dash Funnels LAW is set up and run for you.

Do you set it up for me?

Yes — fully done-for-you, typically live within about two weeks.

Is my data secure?

Yes — encryption, access controls, and audit logging configured to your needs.

Grow your estate planning practice

Book a quick demo and start a 30-day free trial — no credit card required. We build, configure, and run it for you.

Get Started Free
30-day free trialNo credit cardNo contracts