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TrustEstate Growth Estate Planning Growth
Paid diagnostic

Request The Visibility + Consultation Audit

This is a fixed-scope paid diagnostic for estate planning and elder law firms. We confirm fit first, then send the start packet with scope, contract-ready terms, invoice/payment step, kickoff requirements, and timeline.

Request the Audit
Audit scope

What the Visibility + Consultation Audit includes.

This is not a vague intro call. It is the paid diagnostic where TrustEstate reviews your current position and turns the findings into a prioritized 90-day action plan.

  • Google Business Profile and local-search visibility analysis
  • Review profile assessment and trust-signal gaps
  • Website trust, clarity, and consultation-path teardown
  • Annotated findings and a prioritized 90-day plan
  • Recommendation on whether Foundation is the right next engagement

Before you submit

  • Best fit: estate planning and elder law firms with 1 to 15 attorneys
  • Public request form captures qualification details only, not confidential matter information
  • Paid work begins after contract, payment, and completed kickoff, not at form submit

Commercial policy snapshot

  • Default audit price is $2,000. Pricing exceptions are CEO-approved only.
  • 100% refund is available only before kickoff completion and before production starts.
  • After kickoff completion, the audit is non-refundable except when delivery is missed by more than 5 business days without client-caused delay.

"You will know the scope, price, timing, and next step before the engagement starts."

Visibility + Consultation Audit $2,000 fixed fee + async kickoff + prioritized action plan

Request the Visibility + Consultation Audit

Four short steps. We use this to confirm fit and send the audit start packet with scope, price, contract/payment step, kickoff requirements, and timeline.

What kind of firm are we assessing?

Choose the closest fit. If you operate across several categories, tell us that now.

What feels most broken right now?

Select every bottleneck that shows up in your current growth motion.

Give us basic firm context.
Where should we send your next-step details?

After fit confirmation, we send the start packet with contract-ready terms, invoice/payment instructions, and kickoff requirements.

By submitting this form, you agree to our Privacy Policy and Terms of Use. Please do not include confidential client matter details, passwords, or sensitive personal data in this form.

Commercial note

The audit request form starts a fit review, not an automatic purchase. TrustEstate sends the contract-ready start packet only after confirming fit and keeps paid work gated behind contract completion, payment completion, and kickoff completion.