7+ Estate Planning Marketing Tips to Get More Leads and Increase Conversions

Here are 7+ marketing tips to help estate planning business get more leads.

We’ll cover strategies like optimising your website for estate planning keywords, building a high-converting landing page, and creating social proof. Whether you’re an estate planner new to digital marketing or looking to scale your business faster, these marketing tips can help you stand out in a competitive market.


Related Resources:
👉 How to Optimise Website Images for SEO: https://www.youtube.com/watch?v=V_h9cWE33mA

👉 My $73M Landing Page Formula: https://josiahroche.co/blog/anatomy-of-a-perfect-landing-page/

👉 How to Do a Simple SEO Audit: https://www.youtube.com/watch?v=0nCoeDTbo_Y


Frequently Asked Questions:
Is it worth investing in Google Ads for estate planning?
Yes, Google Ads can be very effective for estate planning. By targeting specific keywords like “estate planning attorney near me” or “estate planning advice,” you can attract people actively looking for these services, increasing the chances they’ll reach out.

What keywords should I focus on for estate planning SEO?
Keywords like “estate planning attorney,” “wills and trusts,” “inheritance planning,” and location-based phrases (e.g., “estate planning in [city]”) can help attract local clients. Focus on long-tail keywords as well, such as “how to start estate planning for family” to capture more specific search queries.

Why is social proof important for estate planning marketing?
Estate planning is a sensitive service, and potential clients often want to work with someone they can trust. Showing positive reviews, testimonials, or case studies on your website or social media builds credibility and helps new clients feel more confident in choosing your services.
What’s the role of SEO in estate planning marketing?
SEO helps potential clients find you when they search for estate planning services online. Optimising your website with relevant keywords, high-quality content, and local SEO can drive organic traffic to your site, increasing the chances of converting visitors into clients.

How can I measure the success of my estate planning marketing?
Track metrics like website traffic, lead conversions, social media engagement, and email open rates. Tools like Google Analytics and CRM software can help you see what’s working so you can adjust your strategy and focus on what brings in the most leads.

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