Top Tips for Marketing Your Estate Planning Company

July 17, 2023


Marketing plays a crucial role in the success of any business, including estate planning companies. Effective marketing strategies can help you raise awareness about your services, attract potential clients, and establish your brand as a trusted authority in the field. We have put together our top 5 tips to help you market your estate planning company effectively.


1. Define Your Target Audience 

Before implementing any marketing strategy, it’s essential to identify your target audience. Determine the demographics, interests, and pain points of your ideal clients. This knowledge will enable you to tailor your marketing messages, select appropriate channels, and connect with potential clients more effectively. Defining your audience first will also help you to waste less time and money on marketing to the wrong audience, who ultimately will not be interested in what you have to offer. Catching the attention of the correct audience from the start will help you to build trust with your potential clients.  


2. Develop a Strong Online Presence 

Having a powerful online presence is crucial for any business, especially in today’s digital age. This includes having a website which highlights your company’s expertise, unique selling points, services, support, and testimonials. Your website should be clear, to the point and engaging – you want to keep your bounce rate low! Include things like images and videos to keep your audience engaged. You should also consider optimising your website for search engines to improve its organic visibility. Social media platforms can be used to share informative information, engage with your audience, and establish your company as a leader in estate planning, which can really help strengthen your online presence and get your target audience and clients to trust you. We recently wrote a blog on our top 5 social media tips which can help you with this. Read here. 


3. Build a lasting relationship 

Build your database of prospective clients and use tools like email marketing and indeed your social media to consistently contact and nurture the relationship.  This ensures you will be top of mind when the client wishes to proceed. Email marketing is an effective way to nurture relationships with potential and existing clients and stay on the top of their minds. You should be sure to offer valuable resources in your emails, rather than always trying to sell. Email automations can be a beneficial tool for you to keep in touch with your potential clients regularly, without it having to take up too much of your time. But remember, don’t bombard them with too many emails, as this can lead to them unsubscribing and you losing touch completely – use different channels to maintain contact. 


4. Networking Events 

Engaging with other companies and/or potential clients through networking events can be a very successful marketing strategy. In person marketing is just as important as online marketing. It helps give your company a personality and makes you more approachable, as well as raising awareness of your business to others in the industry. Building a strong network can lead to referrals and maybe even strategic collaborations. 


5. Provide Exceptional Customer Service and Leverage Online Reviews and Testimonials 

Word-of-mouth recommendations are powerful in the estate planning industry. Ensure your clients have a positive experience by delivering exceptional customer service. Provide personalised attention, clear communication, and prompt responses to inquiries. Happy clients are more likely to refer your services to their friends, family, and colleagues. Here at Arken, we are serious about service and put the client at the heart of everything we do. Our clients recognise our efforts and often give us positive feedback. You can find out more about the support available at Arken here. Positive reviews and testimonials can significantly impact the decision-making process of potential clients. Encourage satisfied clients to leave reviews and then highlight these testimonials on your website and social media channels to build trust and credibility.  


Marketing for estate planning companies requires a strategic approach to reach and engage with potential clients. By defining your target audience, establishing a strong online presence, utilising email campaigns, networking, and prioritising customer service and leveraging online reviews, you can effectively market your estate planning company and attract clients who are in need of your services. There are, of course, many other marketing strategies that are important, but the top 5 tips explored in this blog can give you somewhere to start. 


Remember, marketing is an ongoing effort, so regularly evaluate and refine your strategies to ensure their effectiveness and adapt to changing market trends.