16 Estate Planning Attorney Marketing Ideas

Article by Christopher Jan Benitez Christopher Jan Benitez

Last updated

You can’t do your job as an estate planner if nobody knows you exist. It’s essential to promote yourself to increase your brand visibility and awareness. From here, you can gain the trust of your target audience and convert them into leads and, later on, clients.

If you don’t know how to do this for your business, there’s no need to worry. This guide lists effective marketing tactics for promoting your estate planning services.

1. Create a Sound Law Firm Marketing Strategy

Three essential elements should serve as your marketing strategy’s core foundation:

Define The Ideal Client for Your Estate Planning Firm

First, you want to know what your strengths are as an estate planner. This helps you determine the ideal client you wish to target in your marketing strategy. Next, break down your ideal client into demographics like age, income, and values. To get things started, use the demographics in the study conducted by a Subgroup of people with a will.

Tighten Up Your Positioning

There are many estate planning lawyers and law firms to compete against in your location. So, you must figure out what makes you different from the rest.

One of the best ways to position yourself in the market is to emphasize personalization. You can offer a custom plan for clients based on their goals, wishes, and situation in life. You should also update their plans due to future changes affecting them. By taking a more personal approach, you make estate planning as painless as possible.

Ensure You Incorporate Digital Marketing

Online marketing lets you tap into social media, search engines, and email marketing. These channels allow you to reach a wider audience. They also let you build brand consistency to establish trust with your audience. Lead generation is much easier as well with targeted advertising and lead magnets.

Finally, you can collect detailed campaign analytics to track its real-time performance. It lets you make data-driven decisions and improve your campaign results over time.

2. Create a Google Business Profile and Optimize it

Sign up for your Google Business Profile (formerly Google My Business) or GBP. Enter your name, address, and phone number on your profile. Then add photos and include your business hours. The details here will appear on your Google Maps business listing.

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Next, you can begin optimizing your profile. Write an accurate and comprehensive business description of at most 750 characters. Then choose a primary category and up to nine optional business categories. Enter categories that align with your services and people search for online.

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The description and categories also appear on your business information. More importantly, they provide additional business information to search spiders. As a result, they can index your listing on local search results for your search query much easier.

3. Build Local Citations to Improve Your Local Search Presence

Local search engine optimization (SEO) is one of the best ways to ramp up your local search presence. Optimizing your business listing correctly will rank it on Google’s local 3-pack. This section appears on top of organic results on SERPs. It lists the three most relevant businesses to the user’s local search query.

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One way to improve your online presence on local 3-pack is local citations. This is where you list your NAP on relevant local online and legal directories.

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The goal here is to use the same NAP that appears on your Google Business Profile. If you have existing business listings, check if they show accurate business information. Ensuring NAP consistency helps Google validate your business. It also leads to higher local SEO rankings.

4. Build a Website to Represent Your Estate Planning Practice

Develop a site that best reflects your business. Start by featuring the same logo, colors, and font used in all your marketing materials. These help you build a web design with a strong brand identity.

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Then ensure that your website loads fast and efficiently to engage visitors. First, choose a hosting provider that uses fast servers to host your website. Also, use a responsive, lightweight website design or theme.

For WordPress users, download plugins that improve your site’s loading speed. A plugin like WP-Optimize creates cached versions of your site pages in the user’s browser. If they revisit your site, the browser loads the cached pages instead. If you have lots of images on your site, use the plugin’s image compression feature. It automatically decreases image file sizes without compromising quality.

Before sharing your website with people, test its functionality and performance. Enter the website URL on Google PageSpeed Insights and check its Performance score. The higher the score, the faster and more efficiently the site loads.

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If your score is low, scroll the page to see the Opportunities and Diagnostic sections. They show issues keeping your website from loading properly. Some of the problems are technical and require help from a web developer.

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5. Invest in Estate Planning SEO to Get Organic Traffic

At the very heart of SEO is research and analysis. It starts with researching for keywords to optimize your site pages. A tool like Ahrefs helps you type your seed keyword to gather suggestions with local intent. You can then filter the best ones according to their search volume and keyword difficulty (KD).

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Next, mention the keyword on the most important page elements, a process known as on-page SEO. The three most critical ones are the SEO title, H1, and URL. You can also mention similar keywords in the content body to help optimize the page even further.

On the other hand, there’s off-page SEO or link building. This is where you acquire links from other websites pointing to yours. You can start by looking at referring domains your competitors have and you don’t. Then figure out how the competitors got the links to create your campaign. Finally, when linking to your page, use the appropriate anchor text.

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If done correctly, you can rank your website on Google search engine results. These appear just below the local 3-pack.

6. Showcase Testimonials for Your Estate Planning Law Firm

Get online reviews by emailing clients to share their testimonials on your GBP. Follow up if they don’t reply days after sending your initial email. There’s a chance they couldn’t read your message the first time around.

Some may prefer leaving their reviews on different sites like Yelp. If so, find a way to compile and feature reviews from various websites on yours. You can use a tool like GatherUp to gather the reviews for you automatically.

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Screenshot from Stroleny Law website.

After receiving the reviews, reply to them to show your gratitude. If you received negative reviews, also take time to learn why and what you can do to make it up for them. How you deal with less-than-glowing reviews shows your brand’s character. It could even convince your ideal client to sign up for your services.

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7. Get Instant Traction With PPC Ads

Launch a pay-per-click (PPC) or Google ads campaign by researching keyword ideas first. Type “estate planning” on Ahrefs and filter the results according to cost per click (CPC).

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Choose keywords that best fit your budget and meet your goals. For example, you have a guide that answers the most common estate planning questions. To promote the guide, bid for “questions for estate planning” and similar for your PPC campaign. To find more ideas, run another search by including your location, like “Miami,” in the seed keyword.

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You also have to choose between automated and manual bidding for your strategy. With the former, you let the algorithm decide which keywords to bid for based on your objectives.

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Image taken from YouTube

The latter requires you to set up your campaign from scratch, which is more time-consuming. But it gives you more control over your ad campaign’s performance.

From here, you can create ads that show on top of SERPs hours after launching the campaign. They give you better chances of attracting highly qualified leads.

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On the downside, you must allocate a sizeable budget to see significant ROI from your PPC efforts. But you won’t have to worry if you hire a PPC agency that can handle this for you.

8. Develop a Social Media Marketing Strategy

First, identify which platforms are best suited for your business. According to studies, the top three social media sites lawyers use are LinkedIn, Facebook, and Twitter. Also, look at other social media sites your competitors use to broaden your reach further.

Next, create a content strategy based on your social media goals. Publish lots of helpful information about estate planning to build a following. But to generate leads, offer exclusive content for free in exchange for people’s personal information. Also, include personalized images and videos in your posts to increase engagement. For example, discuss holidays and special occasions to generate more traction.

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9. Start Video Marketing on YouTube

To get your video marketing efforts started, set up an optimized channel. First, create and upload a custom YouTube banner and profile photo. Then write a description that best captures what your channel is about. You can also add links to your social media profiles and law firm website so people can follow you there. If not, you can add a CTA on the banner, like requesting a meeting with you.

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Next, create a content strategy. The goal is to be able to create videos consistently and without fail. To do this, you must brainstorm topics for your video content. On Ahrefs, click on the YouTube box from Keyword Explorer before typing in your seed keyword. It will look at its YouTube database to help you find keywords that people search for.

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The next and most challenging step is creating the videos themselves. Normally, you want to talk about the topic in front of the camera. That means you have to rehearse what you’ll say and how you’ll say it. Also, invest in equipment to help you produce the best possible videos. This includes microphones, lights, video recorders, and editing software.

10. Answer FAQs of Your Prospective Clients on Your Blog

Type in your practice area on Google search to find the People Also Ask (PAA) section on SERPs. This contains questions you can answer in your content marketing campaign.

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When creating the content, consider using marketing tools like Surfer SEO. It identifies the best keyword phrases to mention in the article. It also shares the number of headings, words, and images to use in the content. They help you optimize the blog posts by making them similar to the top-ranking pages for the keyword.

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11. Sponsor Local Events to Build Local Awareness

Look for relevant events within your area to advertise your estate planning services. Determine the scope and size and identify the pros and cons of sponsoring each. This gives you an idea of which events to focus on.

Upon reaching out to event organizers, check out their sponsorship matrix. It normally includes booth space and event signage. But the goal is to negotiate sponsorship terms that align with your budget and goals. From here, develop a marketing plan to promote your sponsorship throughout the event.

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During the event, train your staff to represent your law firm. Get them to engage with attendees. Also, hand out brochures and giveaways to passersby at your booth. Finally, before people leave your booth, ask them to fill out a form with their information. Use it to contact them with the latest news and updates about your services. This enables you to build relationships and convert them into estate planning clients.

12. Advertise in Local Newspapers

Look for and reach out to local publications for advertising opportunities. A quick Google search for “[location] newspapers” should provide you with a list to choose from. Then check their “Advertise with Us” page or similar for more details. Some allow you to create sponsored content, while others can give you an ad space. From here, identify the best opportunity they offer based on your budget. Then, make an ad that meets editorial guidelines and casts a positive light on your business.

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Also, find a way to track your newspaper campaign. Use a URL shortener to track how many people entered your website link on their browsers. You can also use it to know who became new clients from your ad.

13. Network With Finance Professionals

To help you find financial professionals, attend industry events. You can also join professional organizations to broaden your search. Examples include the Financial Planning Association (FPA) and the National Association of Estate Planners & Councils (NAEPC).

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Keep in touch with these financial professionals regularly upon forging relationships with them. Ask them if their clients are looking for estate planners. At the same time, present them with opportunities that come your way.

Both of you specialize in different spectrums of wealth and property management. That means you can collaborate for professional opportunities with financial professionals. With their help, you can add value to your existing clients and attract new ones.

14. Stay Connected With Current Clients Using Email Marketing

Just because you closed prospects into clients doesn’t mean your job is done. You still need to nurture existing client relations with email marketing. It’s normally used to get in touch with unconverted leads. But emails can also encourage clients to sign up for your other services.

First, enter the personal information of your client base in your email list. Then group similar clients into different segments of your list. For example, group clients who ordered the same service from your law firm. You can also use factors like their demographics and behavior in your list.

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Image from YouTube

Next, create personalized email content for each content. The goal is to send emails regularly about the latest estate planning laws. You can also share upcoming webinars or podcast episodes about managing assets. Just as important, don’t send emails if you have nothing valuable to say. This will cause them to unsubscribe from your list.

15. Improve Your Client Experience

Providing seamless client experience means putting their needs before everything else. Keep them in the loop on updates about their will and estate planning laws in the state. Then provide suggestions on how to address these changes.

You can also give them premium education about estate planning and related topics. Offer free webinars and online consultations to put any concerns they have to rest. Regarding the latter, you can use it to onboard potential clients.

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Going the extra mile for your clients makes them stay with you for all their estate planning needs. They might even recommend you to their colleagues, resulting in more referrals!

16. Hire a Marketing Agency

While you can perform all the ideas above for your law firms, focusing on your clients is better. Let an agency provide estate planning marketing services and generate new business for you.

When looking for one, look at their customer service and support. It’s not enough for an agency to have many positive reviews from previous clients. They should also answer all your questions and take time to understand your business. This lets them develop a legal marketing strategy that meets your goals.

Let On the Map Marketing take care of. Contact us about our FREE website audit or at 305-420-5556 for more information.

Christopher Jan Benitez

Article by Christopher Jan Benitez