Daily trust formations, probate filings, senior homeowner data, and business transitions from FL public records.
Connect with Floridians during life events that demand professional financial guidance. Real public record data, delivered daily.
See Leads for Your SpecialtyPlans start at $249/mo. 3 bonus leads on signup.
Select a lead type to see volume, sample data, and pricing tailored to your specialty.
Revocable trusts, irrevocable trusts, land trusts, living trusts, family trusts, special needs trusts
Names, addresses, and document numbers partially redacted for privacy.
Every day, our system collects trust formations, probate filings, property records, and business filings from Florida county and state databases.
Each record is parsed for names, addresses, filing types, dates, property values, and related financial indicators.
Leads are scored by financial planning relevance and classified into trust, probate, senior homeowner, guardianship, dissolution, or high-value categories.
Fresh leads land in your dashboard daily with full details. Export to CSV or work them directly from the platform.
Prices shown for: Trust Formations
Bonus leads included on every new signup.
All plans are month-to-month. Cancel anytime. No contracts.
Most financial advisor lead providers charge hundreds per lead and require long commitments. We don't.
| Provider | Cost Per Lead | Exclusivity | Contract |
|---|---|---|---|
| SmartAsset | $100-300 | Shared (3+) | Annual |
| WiserAdvisor | $50-200 | Shared (3+) | 6-12 months |
| Paladin Registry | Subscription | Shared | Annual |
| DataSignal AI | $5.99-8.30 | Exclusive (Pro) | None |
Competitor pricing based on publicly available information and industry averages as of 2026.
Our system pulls trust formations, probate filings, property records, guardianship petitions, and business filings from Florida county clerks, property appraisers, and Sunbiz. The data is public record.
Our pipeline runs every morning. Most leads are 1-3 days from the original filing date. You are reaching people during their decision window, not weeks after they have already engaged another advisor.
On the Pro plan, each lead is sold to a maximum of one advisor. Growth and Starter plans may share leads with a limited number of other advisors in the same county.
Each lead includes names, mailing addresses, filing type, filing date, and county. Phone and email are included when available from supplemental public records.
No. All plans are month-to-month. Cancel anytime from your dashboard. No cancellation fees, no lock-in periods.
Yes. During signup you select your county preference. You can also filter leads by county, filing type, and date from within the dashboard.
Select your specialty and county. We will deliver your first leads within 24 hours.