3 Essential Tips for Marketing Your Estate Planning Practice 


Whether you’re a financial advisor, estate planning attorney, care manager, or provide home transitions, effectively marketing your estate planning practice is crucial. Drawing from my experience in-house at a CPA estate practice and an estate planning law firm, I’ve identified three key strategies to help you grow your business. 

1. Build Relationships with Other Trusted Estate Planning Professionals 

The cornerstone of successful estate planning marketing is building strong relationships with other professionals in the field. Estate planning involves a high level of trust, and having a network of reliable professionals to whom you can confidently refer clients is invaluable. 

  • Network Actively: Attend industry conferences, seminars, and workshops to meet other estate planning professionals. 
  • Collaborate on Projects: Partner on joint projects or seminars to showcase your collective expertise. 
  • Seek Recommendations: Get referrals from trusted colleagues and reciprocate by referring clients to them. 

Building a trusted network enhances your service offering and helps establish a reputation for reliability and integrity in the community. 

2. Join Professional Associations 

Membership in local estate planning councils or professional fiduciary associations can significantly benefit your practice. 

  • Networking Opportunities: These associations are excellent platforms for meeting like-minded professionals and potential referral partners. 
  • Continuing Education: Stay updated on industry trends and legal changes through association-sponsored events and resources. 
  • Credibility Boost: Being associated with reputable professional organizations enhances your credibility with clients and peers. 

Look for local estate planning councils, bar associations, or fiduciary associations to join and become an active participant. 

3. Maintain a Strong Online Presence 

In today’s digital age, having a robust online presence is critical for attracting new clients. 

  • Optimize Your Website: Ensure your website is professional, user-friendly, and optimized for search engines. Include clear information about your services, background, and contact details. 
  • SEO and Content Marketing: Invest in SEO to ensure your website ranks high in search engine results. Regularly publish valuable content, such as blog posts, articles, and guides related to estate planning. 
  • Social Media Engagement: Use social media platforms to share insights, news, and updates about your practice. Engage with followers and participate in online discussions relevant to your field. 

Maintaining a strong online presence makes it easy for potential clients to find you and learn about your services. 

More questions on marketing your estate planning practice? Feel free to reach out to me at [email protected].