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TrustDemand

Free brief — by Keegan Green, Founder, TrustDemand · 2026

3 Pipeline Leaks Costing Estate Firms $250K a Year.

A diagnostic brief on the three quiet revenue leaks in boutique estate planning pipelines — inquiry intake, qualification, and nurture. Per-leak math, a weekly diagnostic for each, and the industry benchmarks behind every figure. Read in 12 minutes.

3 Pipeline Leaks Costing Estate Firms $250K a Year — cover

What's inside.

  • Leak #1 — Intake: how missed and slow-answered calls quietly cost a boutique firm six figures a year
  • Leak #2 — Qualification: why under-screened inquiries cap senior-attorney capacity at the wrong cases
  • Leak #3 — Nurture: the inquiries that go cold because no system follows up after the first contact
  • The per-leak math behind the $250K figure, modeled at boutique HNW fee ranges
  • A weekly diagnostic for each leak — five minutes, no software required
  • Appendix: benchmark sources (Clio, Nevada Trust Company, segment inquiry-volume ranges)

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Keegan Green

Most briefs like this are sales material. This one is the diagnostic we run on every firm before we agree to work with them — lightly edited for outside readers. If it's useful on its own, that's the point. — Keegan, Founder, TrustDemand