
Forgotten Clients Don’t Send Referrals. Serve Your Clients Better and Earn Extra Income
We’re partnering with a select number of law firms to help them provide their clients with estate planning.
Watch the video to learn how we can help your firm stand out, improve client retention, and generate more referrals.
Why Partner with Rilus Dana for Estate Planning?
Proven Experience:
With over 10 years as a business owner, I understand how to grow and streamline a successful law firm.
Custom Tools
Offer exclusive discounts on estate planning packages through your referral.
Marketing Support
Work with our team to develop automated strategies, reach past clients, and expand your online presence through cross-promotion.
How a partnership benefits your family law firm
Earn Additional Income
By providing value to your existing client base they will be more likely to send you referrals and to come back if they need more work done.
An estate planning partnership also provides a new revenue stream for your firm.
Provide More Value to Your Clients
Help your clients address critical estate planning needs with ease.
Offer exclusive discounts on estate planning packages through your referral.
Expand Your Practice’s Reach
Promote your family law services through cross-exposure on our social media and YouTube platforms. Host us on your platforms to create valuable content for your audience
Exclusive Marketing Support
We’ll work with your firm to create a customized marketing plan targeting your past clients.
Develop a system to make a special estate planning offer at the close of every family law case, ensuring long-term client engagement.
Simple, Scalable Process
Our Maat Legal software makes client intake and estate planning easy and efficient. Save time while growing your client base and revenue.
How It Works
Refer Clients
Join our partnership to refer clients for estate planning seamlessly.
Collaborate on Intakes
Use Maat Legal software for client intakes, simplifying the process for your firm.
Become an Estate Planner:
For firms that want to take a larger role, leverage our tools to offer estate planning directly to your clients.
What Our Clients Say About Us