+41 77 225 81 10
Buy Estate Planning Leads
Qualified & Exclusive.
Connect your firms and practices with owners and families aged 50 and over who want to organise their estate: will, inheritance contract, advance care directive, gift. Real projects with pre-qualified assets and horizon.
MARKET ANALYSIS
Estate planning in Switzerland: a fast-growing market.
With the inheritance law revision in force since 2023, which reduced forced heirship shares, owners and blended families have more freedom and are actively looking for a professional to reorganise their estate.
Organising one's estate is a sensitive subject that people put off for a long time, then want to settle quickly. Families compare firms and advisors and expect a fast reply. This is where word of mouth and seminars run out of steam: the client wants advice at the exact moment they finally decide to organise their estate.
By buying estate planning leads you guarantee your firm or practice a steady flow of cases (Owners 50+ or Business succession), with the certainty of dealing with people who have already specified their assets, family situation and horizon.
What a lead contains
- Type of step Will / Inheritance contract / Mandate
- Estimated assets CHF 300,000 to 5 million
- Real estate Yes (e.g. house in Nyon)
- Family situation Provided
- Canton of residence Vaud
STRATEGY
A strict qualification funnel
Estate planning demands serious, documented cases. We filter intent through an assets questionnaire and advertising targeted by canton.
Google Ads (Intent)
Capturing the direct intent of users searching transactional keywords such as "notary will Lausanne", "inheritance contract Geneva" or "estate planning Switzerland".
Meta Ads
Demand generation through targeted ads: forced heirship shares reduced since 2023, cantonal inheritance tax, gifts and transfer of assets.
Estate qualification questionnaire (Asset review)
The prospect goes through an interactive tool (asset review) ensuring they have thought about their assets, their family and the step they wish to take.
ESTATE TARGETING
Two types of prospects for your firm
We don't send you mere "browsers". Each contact matches a precise estate step, with assets, family situation and horizon provided.
Families and Owners 50+
Owners and couples aged 50 and over, often in blended families, who want to protect their spouse, divide their real estate and optimise cantonal inheritance tax.
- Real estate identified
- Family situation provided
- Will or contract wanted
Business Owners
Managers of SMEs and family businesses preparing to pass their company to their children or a buyer, with a need for estate and pension planning.
- Business and heirs identified
- Assets (real estate, 2nd and 3rd pillar)
- Transfer horizon defined
MAXIMUM RESPONSIVENESS
Connected directly to your work tools.
In estate planning, responsiveness makes the difference: the first advisor to contact the prospect wins the mandate in 78% of cases. Stop wasting time on manual exports. We automate the delivery of every estate lead in real time.
-
Instant Google Sheets Export A live-updated spreadsheet, ideal for your office staff or your appointment-setting teams. -
Connection to your CRM via Webhook, Zapier or Make
-
Email notification with the estate file data
Pipeline_Estate_Planning.xlsx
What notaries and advisors say
They chose to structure their client acquisition with us.
"The filter on assets and family situation saves an enormous amount of time. Before, I spent weeks in meetings that went nowhere. Now we talk directly about the inheritance contract and strategy."
"We added these leads on top of our network of referrers and partner banks. The volume is stable and the quality of the appointments helped us grow the firm's revenue by 35% this year."
"What I appreciate is the transparency. If they can't supply a specific canton in a given month, they say so. A real partner for our offices in Fribourg and Zurich."
Estimate your estate planning volume.
The Cost Per Lead (CPL) in estate planning varies widely depending on your criteria: targeted cantons, owners vs business owners, filters on assets and horizon.
- Define your target budget
- Our team analyses the market (searches by canton)
- You receive a precise projection (Volume/CPL)
We answer your questions
Everything you need to know about our Estate Planning leads.
Ready to grow your estate planning clientele?
Schedule a strategy call