GoHighLevel for estate planning attorneys
GoHighLevel for estate planning attorneys, from first workshop to signed plan
An estate planning firm's road to a signed plan has several stops: a free guide or a workshop, a planning consultation, a plan review, a signing meeting. HighLevel Certified Admin Rob Eason and his team set up GoHighLevel (GHL) so each stop hands the person to the next one, and then keep the account running for the firm.
Jobs we set up
The work HighLevel does for an estate planning firm
The two jobs with their own page come first, then pieces we have built for firms alongside them.
Consultation to signing pipeline
One booking link, a stage for the plan review video, and reminders before every in-person signing meeting.
See Consultation to signing pipelineWorkshop and webinar registration
Sign-ups, reminders and no-show follow-up for each event, with the workshop date kept in one place staff can change.
See Workshop and webinar registrationA monthly newsletter
One send to the whole list each month, in four headed sections with a button each: a tip, the next workshop, a client call and an offer. The firm supplies the words for every issue.
A client feedback survey
Built question by question from the firm's own survey template, with no required questions, so a client answers only what they want to.
Why it fits
What a law firm's account needs that most accounts don't
No message gives legal advice. Not the AI, not an email, not a text. Every message in an estate planning build moves the person to the next step: a workshop seat, a consultation, a signing. A question about someone's own family or estate goes to the attorney.
The free guide asks for two things. The sign-up form takes a name and an email and nothing more. A longer form costs sign-ups, so anything else the firm needs waits until the person books, and every follow-up after the guide points to the same booking link.
Mail goes out on three separate tracks. The firm's main domain sends one-to-one mail only. Automated mail, from reminders to the newsletter, sends from a subdomain set up for it. Cold email, if the firm does any, belongs on a different domain and never in HighLevel, so a bad week there can't drag down the address clients reply to.
Each practice area keeps its own path. A firm that also takes family law or another kind of matter gets a separate intake path for each area, so an estate planning lead never lands in another practice's sequence.
The firm keeps editing its own site. For one firm we rebuilt the main site and its separate workshop site. For another, the client quotes on each page are blocks the firm changes itself, without asking us.
Where it stops. HighLevel carries a person as far as the signed client. Case management, document drafting and the plan itself stay in the software the firm already uses.
Services used
Registration comes before the first reminder text
Workshop and signing reminders go out by text, so the firm's texting registration is one of the first things we set up.
How a setup runs
From the first call to an account the firm runs
A 1:1 with Rob
You walk Rob through how people reach the firm now, from the free guide to the signing calendar. He points out which stops HighLevel should carry first.
A plan approved line by line
Before we build anything, every email, text, reminder and AI line is written out in full in a plan document, and the firm approves it line by line. When a structure we built for another firm fits, only the structure comes over. The words are written fresh for you.
Built in draft, then published
New automations go into the account as drafts. The firm reviews them where they will run, and we switch them on once you say yes.
A QA report at handover
Each part of the build comes with evidence that it works, screenshots included.
A verdict on every change
When the firm asks for something after launch, we first say whether it fits the agreed scope or is new scope. The work starts after that answer.
Questions
What estate planning firms ask us
Will the AI or the text messages give legal advice?
Does HighLevel replace our case management software?
Who owns the HighLevel account?
What does texting registration need from our firm?
Can we send workshop invitations to people who never asked to hear from us?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryShow Rob how a client reaches your signing table
Bring your free guide, your workshop calendar and your booking link. Rob tells you which stop HighLevel should take over first and what the plan document would cover.