Our Services
Legacy-Focused Branding
We build brands that evoke trust, discretion, and authority — with messaging and visual identity tailored to estate, trust, and probate services.
Estate Planning Websites
We design mobile-friendly, ADA-compliant websites that explain complex services clearly and convert visitors into booked consultations.
Online Reputation Building
We manage Google reviews and gather compliant testimonials that showcase your professionalism and the peace of mind you bring to clients.
Directory Presence Optimization
We optimize your listings on legal and financial directories like Avvo, Justia, Google, and estate planning-specific platforms to boost trust.
Search Ads for Estate Planning
We run paid campaigns targeting keywords like 'estate planning attorney near me' or 'revocable living trust setup' to drive high-quality leads.
Audience Targeting by Life Stage
We create ad audiences targeting business owners, retirees, and families with aging parents — using income, age, and intent signals.
SEO for Estate Services
We improve rankings for key searches like 'trust vs will,' 'estate tax planning,' and 'how to avoid probate' through on-site and off-site SEO.
Social Media for Education
We share digestible estate planning tips on LinkedIn, Facebook, and YouTube to build awareness, demonstrate knowledge, and earn trust.
Estate Content Writing
We produce articles, FAQs, and long-form guides on probate, trusts, wills, and inheritance strategies to attract and inform potential clients.
Content Distribution & Backlinks
We syndicate your content to legal blogs, estate sites, and publishers to grow SEO value and expand your reach.
Estate Planning Funnels
We build lead funnels offering free guides like '7 Mistakes Families Make With Trusts' and nurture leads via automated email sequences.
Client Education Resources
We create branded videos, interactive tools, and downloadable planning kits to help prospects and clients understand your services.
Referral Channel Expansion
We use CRM and LinkedIn automation to help you connect with CPAs, family attorneys, and financial planners who refer estate clients.
Performance Analytics
We provide reports on call volume, lead sources, traffic behavior, and campaign ROI to help you optimize your client acquisition.
Practice Support & Tech
We support CRM setup, intake form automation, appointment scheduling, and secure email marketing with compliance checks built in.
Frequently Asked Questions
Why should estate planners invest in digital marketing?
Most clients search online when facing estate or probate decisions. A strong digital presence ensures they choose you for guidance and peace of mind.
Can estate planning services be advertised online?
Yes — we create ads that comply with legal marketing standards and attract individuals ready to act on wills, trusts, and legacy planning.
What kind of content helps estate planners stand out?
Educational content on trusts, probate, inheritance laws, and family protection builds credibility and attracts motivated clients.
How quickly can I expect new leads?
PPC can produce leads within days. SEO, content, and referrals build momentum over 3–6 months and create compounding results.
Can you help with client intake and automation?
Yes. We integrate your CRM, automate follow-ups, and ensure your workflows are efficient, secure, and easy to manage.
Ready to Grow Your Estate Planning Practice?
Book a free strategy call to see how Financial Rebrand helps estate planners generate qualified leads and become the trusted choice in your market.