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Estate planning for families and founders

Harborview Estate Law

Premium estate planning websites that attract high-asset families and turn initial inquiries into long-term, multi-generational relationships.

Wills, revocable and irrevocable trusts, powers of attorney, incapacity planning. For attorneys who serve clients with real wealth and real family complexity.

Open Website Open Operations Workspace Request Project Review
Four complete BuildNGoLaw practice systems

A complete website-to-workflow system for estate planning firms.

High-net-worth prospects feel they are in the right place the moment they land. Your team receives structured, complete information and can focus on sophisticated planning instead of chasing basic details.

Authoritative, calm, high-trust homepage and practice pages that speak to successful families
Structured multi-generational intake (assets, beneficiaries, incapacity wishes, state issues)
Intake concierge workflow (Elena) that qualifies asset level and complexity, surfaces family dynamics sensitively, books strategy meetings, and prepares the attorney with a clean summary
Interactive legacy command center: client families, asset overview, document status, incapacity monitoring, upcoming reviews
Branded estate document generator (engagement letters, asset questionnaires, trust summaries) with elegant watermarks
Secure multi-generational vault with clear access logs and successor trustee preparation

Elena handles intake without crossing the legal-advice line.

The concierge collects contact details, urgency, matter context, document needs, and callback preference, then routes the record into the firm workspace.

Elena
Legacy Planning Advisor • Harborview Estate Law
estate planning, trusts, and family protection for high-asset clients
Hello. I'm Elena, Legacy Planning Advisor with Harborview Estate Law. I can answer questions about our process for estate planning, trusts, and family protection for high-asset clients, help you request documents or schedule time, or route you directly to the right person on the team. I am not a lawyer and cannot provide legal advice. How may I assist you today?

Private intake workflow - never legal advice, always logged, and always able to route important matters to a human attorney.

Firm-owned data path

High-asset and family information is always CONFIDENTIAL or PRIVILEGED by default. Generational access controls, clear permission boundaries, and complete firm ownership protect every record.

Existing will or trust
Asset list
Beneficiary designations
Real estate deeds

Legacy Desk

Families, asset range, fiduciary notes, document status, incapacity concerns, and annual reviews.

Full Workspace
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Secure

Legacy Desk

Families, asset range, fiduciary notes, document status, incapacity concerns, and annual reviews.

Partner and planning team view
Legacy management desk
Operations workspace

Harborview Estate Law

High-value inquiries
12
last 30 days
Active plans
28
avg $2.4M assets
Reviews booked
9
this month
Incapacity flags
4
attorney review

Prospects

Live demo records for estate planning operations.

3 open

Langford Family

standard

Revocable trust restatement, second marriage

Source: CPA referralStage: In progressValue: $6.8M estate

Margaret Ellis

priority

Daughter concerned about capacity

Source: Resource pageStage: Priority reviewValue: $1.7M estate

Chen and Patel

standard

New parents, property in two states

Source: Organic trust searchStage: New leadValue: $1.9M estate
Trust drafts
19

In attorney or client review

Asset schedules
8

Need account details

Annual reviews
9

Booked this month

Active Matters

2 in workspace
Langford Family

In progress - Family meeting June 28

$6.8M estate
Margaret Ellis

Priority review - Attorney capacity screen

$1.7M estate

Calendar

Jun 17
Langford family meeting
10:00 AM - Harbor
Jun 19
Ellis capacity review
1:30 PM - Partner review
Jun 21
Chen and Patel signing
11:00 AM - Planning team

Vault

Marketing ROI

Top sourceCPA referral network
Conversion52%
Response19 minutes

Referral and trust education pages generate fewer leads but substantially higher plan values.

Task Queue

Confirm successor trustee
Request asset titling list
Prepare signing packet
Schedule annual review

Bring this level of polish and operational control to the firm.

Ideal for practices that want quality over quantity. Premium website, private intake workflow, and sophisticated operations tools for ongoing relationships.

$11,500 – $17,500
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