This Is Why You're Here
Why Estate Plannings Come to Us Instead of Their Bank
You're launching a monthly estate planning seminar series — venue, catering, marketing, and follow-up automation cost $18K for the first 6 months. Each seminar generates 8-12 new clients.
Your document automation software is outdated. A new trust drafting platform with CRM integration costs $15K. It would cut document prep time by 60%.
A retiring estate planning attorney is selling their practice — 600 trust clients with $150K in annual recurring revenue. Price is $280K and another firm is bidding.
A high-net-worth client needs a complex irrevocable trust, charitable remainder trust, and family LLC structure. Outside tax counsel and a valuation expert cost $14K. Your flat fee is $8K — you're underwater before you start.
Your direct mail campaign pulled a 3.2% response rate — that's 32 new estate planning consultations from 1,000 mailers. You need $9K to run the next 3 months of mailers before the momentum dies.
A retiring attorney was selling his practice — 600 trust clients with $150K in recurring revenue. I needed $280K fast or another firm would get it. Basecamp connected me with an SBA lender who closed in 3 weeks. Best investment I ever made.
Robert H., Estate Planning Attorney, Denver, CO
Estate Planning Financing
Get Your Estate Planning Business Funded in 60 Seconds
Slide the calculator to see your estimated approval range. Then answer 3 quick questions to lock it in. No documents needed. No credit impact.
See What You Could Qualify For
Slide to your average monthly bank deposits.
Estimated Approval Range
Based on 100-150% of monthly revenue
No hard credit pull · No obligation · Estimate only
Built for Your Business
Why Estate Planning Businesses Choose Basecamp
Recurring Revenue Is Your Superpower
Trust reviews, annual amendments, estate updates — you've got clients who come back every year. Banks undervalue this. Our lenders see recurring trust administration revenue for what it is: predictable, bankable income.
Seminars Cost Money Before They Pay
A monthly estate planning seminar costs $3K per event — venue, catering, mailers, follow-up automation. Each one brings in 8-12 new clients. But you need to fund six months upfront before the ROI kicks in.
Practice Acquisitions Move Fast
When a retiring attorney puts 600 trust clients on the market, you've got days — not months. SBA takes 3-4 weeks. We can also bridge-fund the acquisition while SBA processes so you don't lose the opportunity.
Document Automation Pays for Itself
Trust drafting software that costs $15K cuts your document prep time by 60%. That's real time back in your day. But $15K out of pocket hurts. Technology financing spreads it over 24-36 months at 5-15% APR.
What You're Up Against
The Real Challenges Estate Plannings Face
Pricing Transparency
What Estate Planning Funding Actually Costs
Rates vary by credit, revenue, and time in business. These are typical ranges.
These are industry averages. Your actual rate depends on your revenue, credit profile, and time in business — it could be lower. Run your specific numbers in 30 seconds.
Calculate Your Real Cost →Estate planning is all about recurring revenue — trust reviews, amendments, estate updates. When a retiring attorney sells 600 clients, that's a gold mine. We helped an attorney in Denver get $280K through SBA in three weeks. He paid for the practice with the revenue it was already generating.
— Bobby Friel, Basecamp Funding - Founder
How It Works
From Application to Funded in 5 Steps
No paperwork avalanche. No bank lobby. No guessing.
60-Second Application
Answer a few quick questions about your business. No documents needed yet.
Soft Credit Check
We check your options with zero impact on your FICO. Your score stays untouched.
Lenders Compete Behind the Scenes
Your profile is matched to 70+ lending partners. They compete - you never hear from them directly.
One Specialist, Multiple Offers
Your funding specialist presents your best options. No spam calls. No runaround.
Pick Your Offer & Get Funded
Choose the rate and terms that fit. Sign digitally. Funds hit your account - same day available.
Estate Planning Capital Uses
What Estate Planning Businesses Use Funding For
Payroll & Operations
Keep associates, paralegals, and staff paid during settlement gaps. Bridge the 30-90-day collection cycle.
Case Expenses
Expert witnesses, depositions, medical records, court costs — fund litigation without depleting reserves.
Marketing & Client Acquisition
SEO, Google Ads, LSAs, TV, radio, content marketing. Invest in the cases you want to take.
Technology & Software
Practice management, AI tools, client portals, cybersecurity. Stay competitive and efficient.
Office Space & Buildout
New office, renovation, second location. Project the credibility your clients expect.
Hiring & Expansion
New associates, of counsel arrangements, support staff. Scale without waiting on settlements.
Full Transparency
What Kills Your Qualification (And What Doesn't)
Most lenders won't tell you this upfront. We will.
✅ These Won't Stop You
These Can Be Deal-Breakers
Need commercial insurance for your estate planning business?
Professional liability and office coverage are required for most firm financing. InsuranceService365.com covers professional services across 29 states.
Don't Wait Until You Need Funding to Get Funded
68% of loan denials happen because of weak financials at time of application. The best time to apply is when your business is performing — not when you're scrambling.
Ready?
See What Your Estate Planning Business Qualifies For
Slide the calculator, answer 3 questions, and a specialist pulls your options within the hour.
See What You Could Qualify For
Slide to your average monthly bank deposits.
Estimated Approval Range
Based on 100-150% of monthly revenue
No hard credit pull · No obligation · Estimate only
Other Law Firms Specialties We Fund
Click any specialty for tailored financing options.
Recommended Products
Recommended Funding for Estate Planning Businesses
Working Capital
Fund case expenses, marketing, and operations between settlements.
Learn More →Business Line of Credit
Revolving access for expert witnesses, depositions, and case costs.
Learn More →Invoice Factoring
Accelerate collections on outstanding client invoices.
Learn More →SBA Loans
Firm acquisition, partner buy-ins, and office expansion at low rates.
Learn More →FAQs
Estate Planning Business Loan FAQs
Estate Planning Attorney Loans & Trust Law Firm Financing — $10K to $5M+
Estate planning is a different animal. You're not chasing big settlements — you're building a practice on steady volume and recurring trust administration fees. But growth costs money. Seminars that bring in 10 new clients cost $3K each to run. Document automation software that cuts prep time by 60% costs $15K. And when a retiring attorney puts 600 trust clients on the market for $280K? You've got about two weeks before another firm snaps it up.
That's where we come in. SBA loans for practice acquisitions at 6-10% over 10 years. Working capital in 24 hours for seminar marketing and staff hiring. Technology financing for the trust drafting platform you've been putting off. One application, 70+ lenders, no hard pull. Your practice generates predictable revenue — our lenders love that. You'll probably get better terms than most law firms.
Stop Waiting on Banks. Get Your Estate Planning Business Funded Today.
60 seconds. No credit impact. No obligation.
See What You Qualify For →No hard credit pull · Free to check · Nationwide