Estate Planning Marketing That Builds Trust & Legacy
Connect with families planning their future and navigating probate with compassionate, educational marketing
Average client sees first qualified lead in 20-25 days
Complete Estate & Probate Law Marketing Solutions
Estate Planning Education
Build trust through comprehensive educational content that demystifies estate planning.
- Will vs. trust comparison guides
- Estate tax calculators
- Power of attorney resources
- Living will templates
Probate Process Marketing
Capture searches from families navigating probate with helpful, compassionate content.
- Probate timeline guides
- Executor responsibility content
- Asset distribution resources
- Probate court procedures
Family-Focused Messaging
Connect with families through empathetic messaging about protecting loved ones.
- Guardian selection guides
- Special needs planning
- Blended family considerations
- Legacy preservation content
High-Net-Worth Targeting
Reach affluent clients needing sophisticated estate planning strategies.
- Estate tax planning content
- Asset protection strategies
- Business succession planning
- Charitable giving guides
Elder Law Integration
Capture Medicaid planning and elder care searches with specialized content.
- Medicaid planning guides
- Long-term care resources
- Elder abuse prevention
- Nursing home planning
Seminar & Workshop Marketing
Fill estate planning seminars and workshops with targeted digital promotion.
- Event landing pages
- Email nurture campaigns
- Social media promotion
- Webinar funnel creation
Estate & Probate Marketing by Service Area
📄 Wills & Basic Planning
Entry-level service for young families. “Simple will” and “online will vs attorney” searches. Average: $1,500-$2,500.
🏛️ Trusts
Higher-value planning for asset protection. Revocable vs irrevocable trust content. Average: $5,000-$10,000.
⚰️ Probate Administration
Time-sensitive searches after death. “Probate lawyer near me” optimization crucial. Average: $5,000-$15,000.
💎 High-Net-Worth Planning
Estate tax minimization for wealthy clients. Dynasty trusts and asset protection. Average: $25,000+.
🏥 Medicaid Planning
Urgent searches for nursing home costs. 5-year lookback period content. Average: $7,500-$12,000.
🤝 Special Needs Planning
ABLE accounts and special needs trusts. Emotional family-focused content. Average: $8,000-$15,000.
Real Results from Real Estate Planning Firms
ROI in First Year
Boston estate planning firm tripled revenue through educational content marketing and seminars.
Monthly webinars + estate tax calculator + trust comparison guides
Estate Plans Per Month
Phoenix firm streamlined intake with online scheduling and automated follow-ups.
Free will offer + upsell to comprehensive planning + email automation
High-Net-Worth Revenue
Miami firm attracted wealthy clients through sophisticated tax planning content.
LinkedIn thought leadership + estate tax webinars + referral partnerships
Estate Planning Marketing FAQs
What makes estate planning marketing unique?
Estate planning requires overcoming procrastination and death anxiety. Educational content builds trust over longer decision cycles (60-90 days typical). Seminars and workshops work exceptionally well. Referrals from financial advisors and CPAs are crucial.
Should I offer free or low-cost wills?
Loss-leader strategies work well for estate planning. Offering simple wills at $500-$750 captures clients who later need trust planning, probate services, or updates. 40% of will clients upgrade to comprehensive planning within 2 years.
How effective are estate planning seminars?
Very effective. In-person seminars convert at 20-30%, webinars at 10-15%. Digital marketing fills seminars cost-effectively. Topics like “Protecting Your Family’s Future” and “Estate Tax Changes” drive attendance. Follow-up is critical.
What’s the typical estate planning marketing budget?
Successful estate planning firms invest $3,000-$6,000/month on digital marketing. Lower than litigation due to longer sales cycles and lower urgency. Focus on education and trust-building over aggressive advertising.
How long until I see estate planning leads?
Estate planning has the longest timeline due to low urgency. First leads typically arrive in 20-25 days. Full optimization takes 4-6 months. Probate leads convert faster due to immediate need. Build email lists for long-term nurturing.
Estate Planning Marketing Investment Levels
Foundation
- Google Ads basics
- GMB optimization
- Basic website SEO
- Monthly reporting
- 3-5 leads/month expected
Growth
- Everything in Foundation
- Content marketing (4/month)
- Email automation
- Seminar promotion
- Calculator tools
- Probate marketing
- 8-12 leads/month expected
Premium
- Everything in Growth
- High-net-worth targeting
- Video marketing
- Webinar funnels
- Elder law integration
- Multi-location SEO
- 15+ leads/month expected
Help Families Protect Their Legacy
Get your free estate planning marketing audit and start building a practice that makes a difference
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🛡️ Helping families plan for the future
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