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Estate planning

Estate planning websites where plans begin.

A couple decides at last to put things in order. They read a clear guide, answer a few questions and book a first meeting.

  • Guides that answer what people search
  • A short form for what they want to plan
  • A first meeting booked at any hour
Free website audit

Tell us what you need.

Reply within 2 hours on business days. No commitment. We sign NDAs.

What clients say

Teams like yours, in their own words.

“The client portal, the feedback extension and the WordPress security alerts have been very intuitive, pretty turnkey. Just this past week getting comfortable with it, it’s been really helpful. We’re rolling it out to our core team. Nice job.”

Eric MillerNorth American Director of Sales & Marketing, General Filters & GeneralAire®
What we cover

Every estate document, explained the way people ask for it.

People search for the paper they have heard of. Each one gets a guide in everyday words and a way to book.

  • WillsA plain guide and a checklist to bring
  • Living trustsWhat a trust is, in everyday words
  • Powers of attorneyFor a parent, a spouse or yourself
  • Health care directivesChoices explained, without the jargon
  • ProbateThe steps ahead, for grieving families
  • Trust administrationFor trustees learning the role
  • Special needs planningFor parents planning for a child’s future
  • Elder lawFor adult children and their parents
Problems we solve

Why plans stay unwritten, and how you help people start.

  • The problem: Nobody finds you when they search “do I need a will”.

    What changes: A guide for each question people search, beside your bios.

  • The problem: Legal terms make people close the page and put it off.

    What changes: Each document is explained in everyday words, one at a time.

  • The problem: People don’t know what to bring to a first meeting.

    What changes: A checklist tells them, and the form asks what they hope to plan.

  • The problem: Couples want to book together, and it takes weeks of calls.

    What changes: They pick a time that suits both from your calendar.

  • The problem: Signed papers sit in a drawer and nobody remembers where.

    What changes: A portal keeps a copy for each client to find later.

  • The problem: Life changes and nobody reviews the plan for years.

    What changes: Reminders invite clients back to review their plan.

Use cases

Three moments from an estate firm’s week.

What the site does between one meeting and the next.

  • A couple reads a guide on Sunday

    They finish the checklist and book a meeting for both of them. On Monday you see what they hope to plan.

  • The yearly review comes round

    A gentle reminder reaches clients whose plans are due for a look. They book the review from the message.

  • You add a guide on powers of attorney

    It gets a page in each city you serve. Your report shows which guides lead to meetings.

Design directions

See how your firm could look.

Four directions to start from. Pick the one that feels like you and we shape it around your practice areas.

Classic authority, a concept design for your site

Concept designs with sample names and figures. Yours is built around your brand, photos and words.

What you get

What your estate firm gets to turn questions into meetings.

Start with where people stop reading. Add the rest when you're ready.

01

Guides that answer questions

A guide for each document and each life event, written in the words people search with.

  • —A page for each city you serve
  • —Attorney bios beside each guide
  • —You approve every word first
02

Planning intake form

Asks what they want to plan and who is involved, and a checklist tells them what to bring.

  • —A note that the form is not legal advice
  • —Amounts and account numbers are not asked
  • —Couples can answer together
03

Meeting booking for couples

Couples and families pick a meeting time together, in person or by video.

  • —Times for each attorney
  • —Reminders with the checklist attached
  • —Rescheduling without a call
04

Case management connection

Each inquiry arrives in your case management software with the documents they want to plan.

  • —Inquiries arrive with the details filled in
  • —The same person is never entered twice
  • —Works through the connection your software offers
05

Ads traced to signed cases

Learn which ad or guide led to each signed engagement, so you invest in what works.

  • —Connected to your analytics and ad accounts
  • —Ad accounts learn a case signed, not the matter
  • —A report for each campaign
06

Client portal and plan reviews

Clients keep copies of their documents in one place and get a reminder to review each plan.

  • —Each client sees only their own file
  • —Planned around your confidentiality duties
  • —Flat fees paid online, if you offer them
How it works

You tell us the goal, we walk every step with you.

The same process for every client. You know what you get and what it costs before anything is built.

  1. You tell us

    What your business does and what is not working. We reply within 2 hours on business days.

  2. You get a plan

    We look at what you already have. You get a written plan, a timeline and an estimate.

  3. It goes live tested

    Everything is built and tested on a private copy before it goes live. What we build is yours.

  4. Someone stays beside you

    After launch, one person you know by name looks after it: updates, backups, checks and fixes.

About werun.dev

One team beside you, from day one to every change.

You explain your business once. The people who plan your site build it and look after it.

  • One team, from the first call to long after launch
  • Every change is tested before it reaches your site
  • You own the site and its code
200+
Sites we watch over

Updated, monitored, backed up

12+
Years keeping sites up

Websites and web apps

<2h
When something breaks

We answer on business days

Working with us

You stay on the job, we keep you in the loop.

Your project, approvals and invoices live in the Client Portal. You ask for a change by clicking on your own site. With Care, a written report arrives every month.

01

Client Portal

Projects, requests, invoices, proposals and contracts in one place. Ask it a question and it answers from your own records.

02

Client Feedback

Click anything on your own site and say what you want. That's it: the team gets it as a task with a screenshot, and you watch it get solved.

03

Monthly report

Every month, in writing: what we changed on your site, what we watched over and what comes next.

04

werun.Experiments

Not sure which version sells more? Try both with real visitors. Tell us the idea in plain words, we set up the test, and you watch the winner from your Client Portal.

Questions

It asks what the person hopes to plan, who is in the family and whether a plan already exists. Amounts and account numbers stay out of it.

Ready to help more people put things in order?

Tell us what your business does and where you want it to go. We reply within 2 hours on business days.

No commitment. Just a conversation.