Rank for "estate planning attorney" plus your city, "probate lawyer near me" and "trust attorney," backed by guides that answer the questions families actually ask.
View moreBe the Firm Families Count On for What Comes Next.
Estate planning and probate clients are planning for the future or navigating a loss. Our estate planning and probate marketing puts your firm in front of them and builds the credibility that makes them choose you.
We help with:
- Wills
- Living trusts
- Powers of attorney
- Probate administration
- Trust administration
- Will contests
- Guardianship
- Revenue Platform included
- No long-term contracts
- Built for estate and probate firms
The Problem
Estate Planning Clients Research. Probate Clients Act Fast. You Need to Reach Both.
Estate planning clients are planners. They research thoroughly, compare attorneys and care about credentials, reviews and whether your firm feels approachable. They may take weeks or months to hire, and without follow-up, they forget who they talked to.
Probate clients are in the middle of it. A family member has passed, a will is being contested or an estate needs administration. They need someone competent and available now, and they will hire whichever firm calls back first.
The firms winning both have strong local visibility, educational content that builds trust, intake fast enough to catch urgent probate inquiries, and follow-up patient enough to stay in front of planners until they are ready.
What We Do
Full-Service Estate & Probate Marketing. Managed for You.
We handle your firm's marketing from search visibility to consultation booking, so you can focus on serving families.
Get recommended when people ask ChatGPT or Google AI whether they need a trust or how probate works in your state.
View moreSeparate campaigns for estate planning, probate administration, will contests and trust administration, because the intent behind each is different.
View moreClear service explanations, easy consultation scheduling and messaging that fits sensitive family matters.
View moreNurture sequences that keep your firm top of mind during a planner's long research phase, plus check-ins that bring past clients back to update their plans.
View moreRevenue Leaks
Where Estate & Probate Firms Lose Revenue
These are the leaks we find most often in our audits, and the systems we put in place to close them.
No Follow-Up System
80% of deals need 5+ follow-ups. Most businesses stop at 2.
See how we fix itDead Customer Database
Past customers who trust you are 5-7x cheaper to convert than strangers.
See how we fix itReview Gap
Your competitor has 200 reviews. You have 40. Who gets the call?
See how we fix itThe free marketing audit shows which of these are costing you the most, and how much.
Get Your Free Marketing AuditThe Platform
The Technology That Serves Both Timelines
Every estate and probate firm we work with gets our Revenue Platform, so urgent probate inquiries get a fast response and long-term planners get steady follow-up.
Speed-to-Lead Automation
Fast response matters most for probate inquiries, where the family needs help now and is calling several firms.
Automated Follow-Up
Estate planning prospects get a patient sequence of helpful check-ins, so your firm is the one they call when they are ready.
Reputation Management
Review requests go out after each engagement, building the trust signals planners weigh heavily.
Database Reactivation
Past clients are reminded to review and update their plans after life changes, bringing repeat work and referrals back to your firm.
How It Works
Here's How We Get Your Cases Signed
- Step 1
Free Marketing Audit
We review your competitors, your visibility for planning and probate searches, your reviews and how you follow up with prospects.
- Step 2
Custom Estate & Probate Strategy
We build a plan with separate approaches for planning and probate, tuned to your market and the services you want to grow.
- Step 3
We Build & Launch
Website, platform, campaigns and follow-up sequences, all built and launched by our team.
- Step 4
Ongoing Growth
Monthly reporting, strategy calls and optimization that bring in more of the right clients.
Estate & Probate Marketing FAQ
How much does estate planning marketing cost?
It depends on your market, the services you want to grow and how many firms compete for them. We scope the plan in your free marketing audit, and plans are month-to-month after onboarding.
Can you market estate planning and probate separately?
Yes. We build distinct pages and campaigns for each, because a family planning ahead and a family handling a recent loss search, think and decide very differently.
Estate planning clients take a long time to decide. How do you handle that?
We build helpful content and follow-up sequences that keep your firm top of mind during their research phase. When they are ready to sign, you are the firm they already trust.
Can you bring past estate planning clients back?
Yes. Plans need updating after marriages, births, deaths and moves. We run reactivation campaigns that remind past clients to review their documents, which brings in repeat work and referrals.
Can estate planning attorneys ask clients for Google reviews?
In most states, yes, but attorney advertising rules vary by state bar, and offering anything of value for a review is generally off limits. We time review requests carefully, especially for probate matters, and build them to respect your state's rules.
How long before I see results?
Google Ads can produce consultations within the first few weeks. SEO typically builds over 3 to 6 months, depending on your market and starting point.