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
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
Learn More
WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.
Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.
Learn More