Trusts & Estates
Relationship Marketing for the Estate Planner
By: Candice A. Garcia-Rodrigo, Esq.
With the prevalence of Internet marketing, direct mailers, and mass media advertisements, an estate planning attorney has heavy competition in reaching her target market. The delicate nature of creating and implementing an estate plan, which requires the disclosure of the client’s most private and confidential affairs, requires a trustworthy person to design the estate plan. Most clients will not knock on an attorney’s door unless the clients can rely on and trust the attorney. The key to attracting clients is relationship marketing.
To learn more about growing your estate planning practice, please fill out the form below.
Complete the form to get your free guide
Related Resources
2022 Estate Planning Industry Trends Report
The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.
Learn More
2023 Estate Planning Awareness Week - Free Marketing Package
Get free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More