Client-centric probate Target Boyum Law Firm for high-touch estate planning and probate services to expand their client base by highlighting customizable, consultative engagement models and outcomes that align with their focus on personal understanding and peace of mind.

Growth opportunities With revenue under 1M and a small team, present scalable tech-enabled solutions (CRM, marketing automation, client intake, e-signature) to increase client acquisition efficiency and service capacity without a proportional headcount increase.

Digital presence Leverage their existing tech stack (WordPress, Google Workspace, Mailchimp) to propose integrated marketing campaigns, SEO optimization for estate planning queries, and lead nurture sequences tailored to private clients seeking guidance and peace of mind.

Compliance and trust Offer security and compliance enhancements aligned with their mention of protecting client interests (X-XSS-Protection, Piwik PRO) to strengthen online trust, data governance, and regulatory readiness for client communications and portals.

Cross-sell potential Position complementary services from neighboring practice areas (trust administration, tax-efficient estate strategies, elder planning) to expand service scope for existing private clients, leveraging their emphasis on personalized planning and long-term relationships.