Byte of Prevention Blog

by Jay Reeves |

Four Tips for Growing Your Estate Planning Practice

Unlike other practice areas, an estate planning practice requires both a short-term marketing strategy and a long-term strategy.

The short-term goal is to attract clients. But the long-term goal is to keep those clients over the years, because estate practices often work with clients for generations.

Another key difference: estate planning marketing has to be educational in content. For instance, it is important to educate potential clients on the different types of property – from real property and cars to stocks and life insurance policies – that go into their estates. 

“Estate planning entails more than simply putting your last will and testament in motion,” says Cate Giordano in the National Law Review. “Help families anticipate as many circumstances as possible. Many individuals overlook all of the aspects that go into a finished estate plan.”

Read: Marketing Tips and Tricks for Estate Planning Law Firms (

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Four Tips for Marketing Your Estate Planning Practice

Tip #1: Build a foundation of trust. This cannot be done overnight. Build it over time by delivering caring and consistent service. “When one client passes away, estate planners may be enlisted by any surviving family members, which means decades of service. Your client relies on you to safeguard their family assets. They entrust you to craft the plan that aligns with local and federal laws, manages taxes, and passes most of the wealth to the beneficiaries upon death.”

Tip #2: Use call tracking software. This tool helps you monitor the success of your marketing and advertising efforts by tracking the number of calls a campaign generates. A call-tracking service offers local or toll-free number options, call recording, and detailed reporting.

Tip #3: Use customer management software. From the National Law Review: “A CRM can support your estate planning law firm's marketing efforts by helping you keep track of all the essential details about your clients. With detailed information about each client's assets, liabilities, and estate, your estate planning law firm can more effectively market to them.”

Tip #4. Use email ‘nurturing’ not just ‘marketing.’ “An email nurture campaign involves sending targeted emails to potential clients to persuade them to become clients. Creating a simple birthday email campaign can delight and remind your potential clients.”

Source: The National Law Review


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About the Author

Jay Reeves

Jay Reeves practiced law in North Carolina and South Carolina. He was Legal Editor at Lawyers Weekly and Risk Manager at Lawyers Mutual. He is the author of The Most Powerful Attorney in the World, a collection of short stories from a law life well-lived, which as the seasons pass becomes less about law and liability and more about loss, love, longing, laughter and life's lasting luminescence.

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