Estate Planning Growth Target mid-market families and business owners seeking comprehensive estate planning and trust administration services, emphasizing simple language and personalized solutions to drive higher client conversion and referrals.

Founders Authority Leverage Tim Borchers' Super Lawyers recognition to bolster credibility in trusts and estates, creating co-branded thought leadership and targeted outreach to high-net-worth individuals and professional networks.

Tech Enabled Offer digital consultations and online content as a differentiator, using the existing tech stack (WordPress, Google Ads, Crazy Egg) to optimize lead capture, nurture campaigns, and measurement for smarter ad spend.

Team & Talent Position expansion opportunities around associate-level hiring and succession planning to support growing estate planning demand, while highlighting recent hire to reassure prospects about capacity and service continuity.

Market Position Capitalize on a favorable market for trusts and estate planning with a clear value proposition of jargon-free guidance, targeting affluent families, business owners, and professionals seeking peace of mind in wealth preservation.