Marketing That Builds an Estate Planning Legacy
Estate planning clients aren't in crisis - they're making thoughtful decisions about their family's future. Marketing to them requires different strategies: building trust over time, demonstrating expertise, and being there when they're finally ready to act.
Proven Results for Estate Planning Law Firm Marketing Businesses
We Understand Estate Planning Law Firm Marketing Businesses
Estate planning is a consideration purchase. Unlike personal injury or criminal defense, where clients need help immediately, estate planning clients take their time. They know they should do something. They think about it for months or years. Then finally, some trigger causes them to act – a health scare, a friend’s death, retirement, a grandchild’s birth.
Marketing to these clients requires patience and persistence. You need to be visible when they’re researching, build trust while they’re considering, and be top-of-mind when they’re finally ready.
The estate planning attorneys who build thriving practices understand this: it’s a relationship business built on trust, expertise, and consistent presence. Your marketing should reflect these values.
We create estate planning marketing strategies that build long-term awareness, establish your expertise, and capture clients when their consideration finally turns to action.
19+ Years Experience
We've been helping businesses grow online since 2007. Our expertise is proven and tested.
Industry Specialists
We focus exclusively on legal marketing. We know your industry inside and out.
Proven Results
Our clients see real, measurable growth. We track everything and optimize for maximum ROI.
The Marketing Struggles Estate Planning Law Firm Marketing Owners Face
Sound familiar? You're not alone. These are the challenges we help estate planning law firm marketing businesses overcome every day.
Long Consideration Periods
People think about estate planning for years before taking action. Staying visible throughout this long period is challenging.
Multi-touch marketing including content marketing, email nurturing, and retargeting that keeps you visible throughout the consideration period.
Price Competition from DIY Solutions
LegalZoom and online will creators compete on price. How do you justify attorney fees?
Value-based marketing that emphasizes what's at stake - protecting family, avoiding probate, minimizing taxes - and the risks of DIY solutions that don't account for individual circumstances.
Reaching Ideal High-Net-Worth Clients
Simple wills are low-margin. The real opportunity is sophisticated planning for high-net-worth individuals.
Targeted marketing that speaks to complex situations - business succession, tax planning, multi-generational wealth - attracting clients who need and can afford comprehensive planning.
Generating Urgency
Estate planning is easy to postpone. Clients know they should do it but don't feel urgency.
Marketing that creates awareness of risks (what happens without a plan) and triggers that prompt action, without being morbid or fearmongering.
How We Help Estate Planning Law Firm Marketing Businesses Grow
We've developed proven strategies specifically for estate planning law firm marketing businesses that deliver real, measurable results.
Content Marketing
Estate planning clients research extensively. Educational content establishes your expertise and captures people in the consideration phase.
Comprehensive content covering wills, trusts, probate avoidance, tax planning, business succession, and planning triggers that prompt action.
SEO
Ranking for estate planning searches captures clients during their research phase, often months before they hire.
Long-term SEO strategy targeting estate planning keywords with consideration for the client journey from research to action.
Email Marketing
Nurturing leads over months or years until they're ready to act is essential for estate planning.
Email sequences that educate, build trust, and stay top-of-mind through the long consideration period.
Professional Referral Development
Financial advisors, CPAs, and other professionals often refer estate planning clients.
Marketing that positions you as a referral resource for financial professionals, including co-marketing opportunities and educational content for their clients.
Real Results for Estate Planning Law Firm Marketing Businesses
Numbers don't lie. Here's what our estate planning law firm marketing clients achieve with our marketing strategies.
Marketing Services for Estate Planning Law Firm Marketing Businesses
Comprehensive digital marketing solutions tailored specifically for your business type.
SEO Services for Law Firms
Dominate Google search results and get found by clients actively searching for legal representation in your practice areas.
Learn MoreLocal SEO Services for Law Firms
Dominate the Google Map Pack and local searches to become the first attorney clients find in your city.
Learn MoreLaw Firm Web Design for Law Firms
Professional, conversion-optimized law firm websites that establish credibility and turn visitors into consultations.
Learn MoreGoogle Ads Management
Google Ads that generate qualified case inquiries from people actively searching for legal representation.
Learn MoreSocial Media Marketing for Law Firms
Build your firm's reputation and stay top-of-mind with potential clients through strategic social media presence.
Learn MoreReputation Management for Law Firms
Build and protect your firm's online reputation with proactive review generation and reputation monitoring.
Learn MoreEstate Planning Law Firm Marketing Marketing Questions Answered
Get answers to the most common questions about marketing for estate planning law firm marketing businesses.
You don’t compete on price – you compete on value. Marketing should emphasize the risks of DIY (improper execution, missing considerations, no customization) and the value of professional guidance for protecting what matters most.
Content and positioning that speaks to complex situations – business owners, executives, multi-generational wealth. These clients don’t want simple wills; they need sophisticated planning. Your marketing should signal that capability.
Life events: birth of children/grandchildren, marriage, divorce, retirement, health scares, death of a loved one. Content around these triggers can capture clients at decision moments.
Very important for high-net-worth clients. CPAs and financial advisors are trusted advisors who can refer estate planning needs. We can help develop referral marketing to these professionals.
Estate planning marketing typically takes longer to show results than urgent practice areas – 6-12 months to build momentum. But clients acquired become long-term relationships with referral potential.
Ready to Grow Your Estate Planning Law Firm Marketing Business?
Get a free marketing strategy session and discover how we can help you attract more customers, increase revenue, and dominate your local market.