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About Formidian

We help estate planning attorneys build a predictable client pipeline with modern, AI-powered marketing systems. At Formidian, we combine timeless marketing principles with cutting-edge AI to help estate planning firms grow without relying on referrals, outdated tactics, or expensive in-house teams. Our Client Acquisition System includes: Educational Content Creation: We turn your expertise into FAQ-driven posts and video clips with just one hour of your time per month. Each piece is designed to educate prospects, build trust, and generate new cases. Targeted Advertising: We run low-cost brand visibility and lead generation campaigns on social media. Our retargeting strategy ensures potential clients see you multiple times, creating familiarity before they ever reach out. Automated Intake & Follow-Up: From first click to booked consultation, we build automated workflows that nurture prospects via email, SMS, and conversational AI. You only speak with qualified, high-intent leads who are ready to engage. Transparent Reporting: You’ll have full visibility into your growth system. We provide clear, jargon-free reports and dashboards so you always know what’s working and where we’re improving. Today’s clients are researching and making decisions across multiple platforms—often before you even know they’re looking. We help you show up consistently, build authority without having to “perform” online, and convert interest into steady revenue—without high-pressure sales or guesswork. If you’re ready to modernize your marketing and build a sustainable pipeline for your practice, let’s connect.

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