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ESTATE PLANNING MARKETING
Estate planning marketing that books consults.
Good estate planning marketing reaches people before a crisis, when they are ready to put a will or trust in place. We build the pages, ads and follow-up that turn that planning moment into a booked consult.
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- how much does a living trust cost
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- probate lawyer near me
THE CHALLENGE
Why estate planning marketing is different.
Most people put off planning for years. Content and email keep your firm in mind until a birthday, a new grandchild or a diagnosis makes it urgent.
Clients share family details, money and health with you. Plain explanations, attorney bios and reviews do much of the selling before the first call.
Spouses and adult children often research together. Pages that answer each of their questions keep the whole family moving toward a consult.
WHAT WE DO
A plan built around booked consults.
Each piece is tracked to consult requests, workshop sign-ups and calls, so budget follows what brings in signed plans.
Local visibility
Ads and workshops
Follow-up that waits
LEGAL & LAW FIRMS
Other practice areas we serve.
Personal Injury
Criminal Defense
Family Law
Immigration
Bankruptcy
Employment Law
Workers' Compensation
Business and Real Estate Law
Legal & Law Firms
FAQ
Questions, answered.
Still have one? Call (864) 774-0069.
Do estate planning seminars still work?
For many firms, yes, in person or online. We build the sign-up pages, promote the event with ads and email, and track which sign-ups turn into consults so you can see whether each one is worth running again.
Can you market flat-fee estate planning packages?
Yes. If you offer flat fees, clear package pages answer the cost question that stops many people from calling. We write them to fit your state bar's rules on advertising fees.
Do you also market probate and trust administration?
Yes. Probate searches come from people who just lost someone, so those pages and ads are written gently and separately from planning, with their own tracking.
How do you handle state bar advertising rules?
We write estate planning pages and ads to the rules where you practice, never promise outcomes, and add any disclaimers your bar requires. You approve every page and ad before it goes live.
How long does SEO take for an estate planning firm?
Most clients see initial improvements in 3 to 4 months and more significant results in 6 to 12 months, depending on the market and the competition.
Book more planning consults.
Tell us your practice areas, your offices and how consults are booked today. We will send a plan with budget recommendations.


