Marketing Automation for Estate Planning Lawyers
Convert life-event leads, build professional referral networks, and create long-term client relationships.
The Estate Planning Challenge
Clients procrastinate on estate planning. Professional referrals drive most business. Estates need regular updates. Without systems, you're constantly chasing.
Procrastination
People know they need a will but keep putting it off. Leads go cold without follow-up.
Professional Networks
Financial advisors, accountants, and insurance agents should refer—but need regular nurturing.
Plan Updates
Life changes require estate plan updates. Clients forget, and you lose recurring revenue.
Client Education
Complex concepts like trusts and powers of attorney need explanation before clients commit.
Sensitive Topics
Death and disability are uncomfortable. Marketing needs to be tasteful and respectful.
Document Storage
Clients lose track of their estate documents. Providing value beyond the transaction builds loyalty.
How We Help Estate Planning Lawyers
Convert procrastinating leads, build professional networks, and create lifetime client relationships.
Life Event Triggers
Automated outreach around life events that trigger estate planning needs.
- New parents
- New homeowners
- Retirement planning
Professional Referrals
Systematic nurturing of financial advisors, accountants, and insurance agents.
- Value-add content
- Referral tracking
- Appreciation touches
Update Reminders
Automated annual reviews and life-event update prompts.
- Annual check-ins
- Life event triggers
- Law change alerts
Educational Nurturing
Automated content explaining trusts, powers of attorney, and planning strategies.
- Concept explainers
- Tasteful messaging
- Trust building
"71% consultation booking rate. 3.9x more professional referrals. 67% of clients update their plans. Monthly revenue hit $72K. Financial advisors now call us first."
Ready to Build Lifetime Client Relationships?
Book a free demo and see exactly how we'll help you convert leads and grow professional referrals.
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