How to Get More Estate Planning Clients?

"How do I get more estate planning clients?" is the first question most people ask us.

We answer with another question,

What made you get into estate planning?”

Sadly, by the time they find us, some estate and elder law attorneys are so exhausted from the endless struggle to maintain a steady stream of business, it takes them a few minutes to remember the original inspiration that drove their entry into this career.

But when they remember their “why,” their energy shifts.

We’re willing to bet that YOU, like some of our most successful clients, got into estate planning because you wanted to help solve some of life’s biggest challenges.

You wanted to make things easier for people facing their greatest unknowns.

You felt you could be a source of wisdom, information and experience… even comfort.

And you knew your expertise had the power to relieve fearful people of the mental burdens keeping them awake at night.

You chose this path because you have a HUGE heart. And you knew you could help.

But you’re not doing the sacred work you set out to do.

Instead, you’re managing referral relationships...

You’re spending your weekends trying to drum up new business...

Or, pre-pandemic, you pursued a relentless schedule of live workshops that gave you, at best, a trickle of clients who turned out to be bargain hunters rather than people who are serious about getting your help.

Why You Haven’t Been as Successful as You Want To Be

Now here’s the good news: It’s Not Your Fault.

It’s your business training that got you into this mess.

If you’re like most estate and elder law attorneys, you’ve been conditioned to hustle and work impossible hours using methods that were already obsolete when you started.

Thankfully, there’s a way out of this madness. And it begins with the reason you started your business.

When you take the time to reconnect with your “why,” you have access to the fire that fueled this journey.

When you use that fire, you have the power to let go of what isn’t working and claim what will.

And that’s exactly what we offer.

Step by step, we’ll quickly unravel the outdated training you were given and give you the roadmap that your inner fire needs to keep burning.

Because we don’t want you to burn out. That’s OUR “why.”

You see, we’ve been in your shoes, and we know EXACTLY what it takes to build a sustainable digital empire that keeps on giving. We went into business to help you do the same.

You didn’t go into estate law to jump through endless hoops while helping no one. You went into estate law to be of service when people need you the most.

With everything that’s going on in the world, there’s never been a better time to do just that.

So let’s take your candle that’s been burning at both ends and turn it into a bonfire SO big, it draws clients to you like lost pilgrims in the dark.

How do we do that?

How We Attract Your Ideal Clients

We partner with you to create an online beacon for your ideal clients. Because your ideal clients aren’t attending free workshops. They’re sitting at home desperately searching for information on Google.

They’re looking for YOU.

And they find you when you have a system in place that leverages modern technology.

But make no mistake, a winning system to get more estate planning clients is NOT paying an SEO company to help you “rank higher on Google.” That strategy is unwieldy at best and doesn’t filter out time wasters.

When done correctly, a digital marketing system will put you in control of the leads you get. Even more importantly, it will dictate the quality of the clients you get.

Perhaps most important of all, a winning system gives you your time back. Right now, we’re willing to bet you’re spending over 80% of your time on strategies that don’t work and only 10-20% of your time helping clients.

If you’re ready to stop doing what isn’t working, schedule your breakthrough session now.

Just know that our availability for these sessions is limited, and not everyone who wants to work with us can. But if you’re truly serious about your business, if you’re open-minded, coachable and passionate about your “why,” we’ll move you and your business to the top of the list.

After all, you deserve that. You deserve to come first for a change, instead of rote strategies and busy work that keep your quality of life on the back burner…

We can’t help you if you don’t put yourself first and reach out. Schedule your breakthrough session.

Want to learn more before you book? Watch my newest training, How to Get More Estate Planning Clients Without Ever Hosting Another Live Workshop.