Free market report
The $84B estate planning gap — and what it means for your practice
67 million Americans have no estate plan. This report breaks down the market opportunity, what's driving demand for online estate planning, and how automation is changing client conversion for attorneys.
$84B
Estimated market gap
67M
Americans without a will
12 pg
Report length
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What's inside
A look at the opportunity
01
The estate planning gap
Why most Americans still don't have a will or trust — and what's changing.
02
Why clients go online first
How online search and self-service tools are reshaping how people look for an attorney.
03
What "converted client" really means
Moving beyond lead volume to completed, attorney-reviewed matters.
04
Automation & white-label ROI
How automated intake and document generation change the economics of a practice.
05
The role of AI in legal intake
Where AI helps — and where attorney review remains essential.
06
Getting started
A practical checklist for attorneys ready to convert more clients online.