Marketing for Estate Planning Attorneys

Building referrals and recommendations from attorneys, colleagues, and other professionals--essentially word-of-mouth--remains the gold standard of marketing for an estate planning law practice. Check out a case study of our successful referral building strategy.

Here's how we will help make sure you're getting your fair share of referrals--

• Identify top referral sources for each attorney in your firm - current and potential.
• Create a plan, with your direction, to build or maintain  relationships with referral sources.
• Set up "Ask a Lawyer" group events or one-on-one lunch or dinner meetings with referring attorneys, bankers, financial planners, and others who can refer to your firm.
• Provide you with professional materials  including business cards, service lists, pocket folders, client questionnaires, and more.
• Set up and organize speaking options via webinars or zoom events. 
• Build a thank you note or appreciation gift system to acknowledge referrals.
• Assess progress and identify new possibilities on a monthly or quarterly basis. 

Within seconds a client decides if your professionalism is obvious or they click away. The all important first impression offers a tremendous opportunity. We help you make the most of it with these services-- 

• Design or upgrade your law firm website to feature your deep legal experience, outstanding credentials, and caring manner. 
• Add online appointment setting capability.
• Write content including blogs, profiles, service descriptions.
• Offer event registration with confirmations and reminders. 
• Provide online questionnaires to pre-qualify clients and save time with appointments.   
• Set up photography for attorneys, staff, and client testimonials.
• Provide SEO, back link options, and more to help make your site more easily found.

Your most important source of business income and referrals is an existing client. Stay in touch with them! Monthly e-newsletters remind clients of your law firm services, upcoming events, and legal tips. Plus, they're easily forwarded to friends, relatives, and business associates. Here's how we make this possible for your law practice--

• Write content and tie to existing website or blog topics.
• Provide photos as needed (stock or custom).
• Set up links throughout to lead back to your law firm website.
• Segment audience per topic.
• Set up ongoing client life event or annual review notices such as will updates, etc. 
• Schedule and distribute e-newsletters to best reach target audience.