The right technology is your secret weapon for a future-proof firm.

In a crowded market, Firm Future Formula leverages a little-known technology partner to dramatically increase efficiency and outperform competitors.

  • "I tell everyone I know at other estate planning firms that they need it."

    Demi | Austin, TX
    Estate Planning Attorney

  • “My clients love it. They love the visuals and being able to see their plan. It’s made it easier for them to comprehend and it helps me improve my communication.”

    Katherine | Tulsa, OK
    Estate Planning Attorney

  • “I just plug in what I need and everything is output instantly. It’s amazing.”

    Seth | San Diego, CA
    Estate Planning Attorney

  • “When clients need to make changes, I no longer have to trash 10 hours of work and rebuild their plan from the ground up.”

    Bethany | Denver, CO
    Estate Planning Attorney

  • “It’s so user friendly to both the client and the attorney. To me, that’s make or break.”

    Nathan | Phoenix, AZ
    Estate Planning Attorney

Why Your Tech Stack Matters

F3’s Preferred Estate Planning Tech:

  • Increased client conversion with tools that demonstrate your value

  • Elevated revenue by closing more deals and selling clients on premium fees

  • Data-driven insights that track key metrics and identify areas to optimize performance

  • Stronger client relationships fostered by your rapport and interactive intake experience

Outdated Estate Planning Software:

  • No sales process to help you overcome objections

  • Unnecessary payroll for hours spent manualing drafting plans

  • Lengthy meetings gathering client data and reviewing mistakes

  • Client confusion from poor explanation of complex estate planning concepts

Get your hands on F3’s tech advantage 👇