How to get more estate planning clients
Most people know they should have a will and put it off for years. When something finally prompts them, they look for a local lawyer who seems trustworthy and clear about the cost. Being that lawyer, in search and in the network of advisors around your clients, is how estate planning practices grow.
Where estate planning clients come from
- Search: "estate planning attorney near me", "will lawyer", "living trust attorney", "probate lawyer"
- Financial advisors and CPAs whose clients need plans
- Life events: marriage, a new child, retirement, illness, a death in the family
- Adult children researching for aging parents
- Seminars and community talks
Be found locally
- A complete Google Business Profile with every service: wills, trusts, powers of attorney, healthcare directives, probate, trust administration, elder law.
- Steady reviews that mention clarity, kindness and fair fees.
- Consistent listings across Avvo, Justia, FindLaw, Martindale, the state bar directory, Bing and Apple Maps.
Be clear about cost
If you offer flat fee packages, explain them on your website. "How much does a will cost" is a common search, and a clear answer builds trust before anyone calls.
Build advisor relationships
Financial advisors, CPAs, insurance agents and bankers all work with clients who need estate plans. Meet them, explain how you work, and make referrals easy, within your state bar's rules.
Write for the questions people ask
Plain articles on wills versus trusts, avoiding probate in your state, choosing an executor and planning for a child with special needs bring readers who are close to deciding. Posts on your profile can answer quick questions too; see what to post.
Reach the adult children
Many planning and probate clients are found through their adult children, who research online. Make your website and profile clear and reassuring for someone researching on a parent's behalf.
If you would like the search side handled, see our estate planning attorney SEO service, or get your free Maps audit.
Questions owners ask
Do estate planning seminars still work?
They can, especially for local communities and retirees. They work best alongside a strong online presence, because many attendees look you up before booking.
Should we publish our fees?
Clear pricing, such as flat fee packages, answers one of the first questions people have and builds trust. Many people delay planning because they fear the cost.
Is probate a good source of new estate planning clients?
Yes. Families who go through probate often see why planning matters and become planning clients themselves. Handling probate well is one of the best ways to grow a planning practice.
Find out who is getting your calls
The free Maps audit shows where you rank across your service area, which competitors are taking the calls you are missing, and exactly what it would take to become the first call. The findings are yours to keep.
Get your free Maps audit