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CloneICP

Find clients who need estate planning now.

Describe your ideal client. Get professionals at the career stage where wealth transfer and succession planning become essential.

Describe who you're looking for
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3 free searches — discover 60-150 matching professionals, no signup required

Then $1 per search

Not sure where to start? Try these.

Your referral network sends you two or three excellent clients a year. Each one needed you eighteen months before the CPA noticed the trigger. The founder who should have started succession planning at 55 shows up at 62. The executive whose equity vesting created transfer planning needs three years ago just now got the referral. You're always late to the relationship.

The estate practices growing fastest didn't find a way to get more referrals. They found a way to identify the professional patterns that create planning needs before the triggering event. The business owner who has been operating for 20 years and is approaching transition age. The tech executive accumulating equity through successive liquidity events. The physician building a multi-location practice with entity complexity that outgrew a basic will years ago. Those patterns are visible in career trajectories. You just couldn't search for them until now.

Describe the professional profile behind your best engagements in the language you already use with referral partners. CloneICP finds 20-50 professionals at the career stages where wealth transfer, succession, and trust structures become essential. Use the results for educational outreach, seminar invitations, or COI relationship building.

Find the client before the trigger. Build the relationship early.

See what you get

What You Get

What You'll Get

Every search returns clear output in under 60 seconds.

20-50 Matched Prospects

Professionals whose career stages, business ownership patterns, and wealth trajectories suggest estate planning needs that match your practice focus.

Match Scores

Each prospect ranked by how closely their professional profile aligns with the client description you provided.

Why They Match

See the relevant signals: business ownership tenure, career seniority, industry vertical, professional trajectory indicators.

CSV Export

Download your prospect list. Use for seminar invitations, educational outreach, or COI relationship building.

How It Works

01

Describe Your Target

Tell us who you're looking for in plain language.

02

AI Finds Matches

We analyze signals and find matching professionals.

03

Export Results

Up to 50 matches, ready for your enrichment tool.

How This Is Different

You know the current approach. Here's what changes.

With Referral Networks & Financial Advisor Partnerships
  • Referral relationships are high quality but depend on the referrer recognizing the trigger
  • Your name has to be top of mind at the exact moment a CPA or advisor sees the need
  • Consumer data lists target demographics, not the professional trajectories that create estate needs
  • Growing beyond referrals is difficult without compromising the trust-based positioning of your practice
With CloneICP
  • Describe the professional profile that creates estate planning needs, not a demographic filter
  • Find business owners, executives, and professionals at the career stages where planning becomes essential
  • Results from publicly available professional information only, appropriate for legal marketing ethics
  • Build educational outreach and COI relationships with professionals who serve the same client profile

Questions

Is this appropriate for attorney marketing ethics rules?
CloneICP returns publicly available professional information only. No financial data, no consumer records, no estate or probate filing information. The results are a list of professionals whose careers match a profile you described. Your outreach must comply with your jurisdiction's attorney advertising and solicitation rules, but the sourcing method uses only public professional data that anyone could find.
Can I target specific triggers like business succession or liquidity events?
You can describe professional patterns that correlate with those triggers. For business succession: founders who have been operating for 15-plus years in industries with active M&A. For liquidity events: executives at late-stage venture-backed companies who have held equity-bearing roles through multiple funding rounds. The system matches on career trajectory, not financial transaction data.
How is this different from buying a list of high-income households?
Consumer lists target demographics: income estimates, home values, zip codes. CloneICP finds individual professionals by their career patterns. A business owner approaching succession, an executive accumulating equity, a physician building a multi-practice operation. These are the specific professional contexts that create estate planning needs, and they are more predictive than a demographic filter.
How much does it cost?
3 free searches to start, no signup required. After that, credits start at $10 for 10 searches. No subscription needed.

Try It Free

3 searches. No signup. Results in under 60 seconds.

No credit card|No signup required