Estate Planning Attorney Marketing
Estate Planning Marketing
Nobody wakes up wanting a will. People start planning after a wedding, a new baby, a diagnosis, or a parent's passing. We put your firm in front of them at those moments and make it easy to take the next step.
What Makes Estate Planning Marketing Different
Estate planning is important but rarely urgent. Here's what we plan around.
Hover or tap a card to see how we handle it.
- 01
Life events start the search
People put planning off for years, then search right after a marriage, a new child, a home purchase, a diagnosis, or a loss in the family.
How we handle itPages and content for each life event, written in plain words, so your firm is there the moment planning becomes real.
- 02
Documents confuse people
Many visitors don't know the difference between a will and a trust, or why a power of attorney matters, so they stall before calling.
How we handle itClear explainers for each document and package, what's included, and how flat-fee or hourly pricing works at your firm.
- 03
Interest fades without follow-up
Someone downloads a checklist or attends a workshop, means to call, and forgets for another year.
How we handle itEmail follow-up with useful guidance and an easy booking link, plus reminders to review plans after major life changes.
- 04
Referrals and workshops still matter
Financial advisors, accountants, and seminars send many clients, but those channels are rarely tracked or supported online.
How we handle itWorkshop pages and registration, referral partner landing pages, and tracking that shows which channels bring signed plans.
Match Your Services to the Moments People Plan
Tick what your firm offers. We'll show the life events that start those searches and the pages that meet them, so you can see which moments your site already covers.
- Marriage(covered)
- New baby(covered)
- New home(covered)
- Business owner(covered)
- Retirement(covered)
- Loss of a parent(not covered)
Not yet covered: loss of a parent.
- Wills: A 'do I need a will' explainer, plus a page on naming a guardian for young children.
- Revocable living trusts: A clear 'will vs. trust' comparison and what funding a trust actually involves.
Every page is reviewed by your attorneys and follows your state's advertising rules. General information, not legal advice.
The Marketing Mix That Works for Estate Planning Firms
Our usual order of priorities, adjusted to your practice and market on a call.
SEO
CoreEstate planning SEO for wills, trusts, powers of attorney, and probate searches in your area, plus life-event guides.
Web Design & Development
CoreA warm, clear site with document explainers, package pricing guidance, workshop sign-ups, and online booking.
Facebook & Paid Social Ads
CoreFacebook ads that promote workshops and planning guides to local adults, written within your bar's advertising rules.
AI Workflows & Automation
Add when readyEmail nurture after a download or workshop, consultation reminders, and plan-review check-ins inside your existing tools.
AI SEO & GEO
Add when readyPlain answers to 'will vs trust' style questions structured so AI search tools can cite your firm.
Every Lead Traced to Its Source
A monthly report built for estate planning attorneys owners: what came in, from where, and what it cost.
Your First 90 Days
What happens after the strategy call.
- Week 1
Audit and tracking
Profile, site, referral sources, and workshop sign-ups reviewed, with consultation tracking that keeps personal details out of ad tools.
- Weeks 2-5
Document and life-event pages
Explainers for wills, trusts, and powers of attorney, plus pages for the life events that start planning, all reviewed by your attorneys.
- Weeks 4-8
Workshops and guides
A downloadable planning checklist, workshop pages, and Facebook campaigns to fill them.
- Weeks 8-12
Nurture and referrals
Email follow-up for people who downloaded or attended, plan-review reminders, and landing pages for referral partners.
Estate Planning Attorneys Marketing Questions, Answered
Be There When Planning Becomes Real
On a free strategy call we'll map the life events and searches that bring estate planning clients in your area.
- 30 minutes
- No obligation
- Clear action plan