Master High-Net-Worth Estate Planning: Estate Planning Law Marketing That Works

We target high-net-worth individuals through trusted advisors like financial planners, exclusive networks, and premium channels. Our multi-channel approach includes strategic content, targeted LinkedIn ads, and industry publications.

Recent campaigns: We helped a firm secure five new clients with combined estates exceeding $50 million through advisor network marketing. Our estate planning marketing agency makes sure that your firm stands out to affluent clients seeking specialized counsel. Schedule a Free Consultation.

We target business owners and entrepreneurs planning their legacy through robust multi-channel campaigns. Our approach combines exit planning expertise with estate preservation strategies.

Recent results: One client increased their business succession practice revenue by 180% by capturing owners of companies valued at $20M+. Our campaigns connect with business owners at key decision points in their exit planning journey. Schedule a Free Consultation.

Our campaigns focus on reaching high-risk professionals, business owners, and families in need of reliable asset protection. We pursue effective planning methods while ensuring compliance with legal and marketing regulations.

Recent campaigns: We helped a client double their asset protection practice revenue within six months through targeted campaigns aimed at professional networks. Schedule a Free Consultation.

We build strategic referral campaigns targeting financial advisors, CPAs, and wealth managers serving affluent clients. Our approach positions your firm as the go-to resource for their high-net-worth clients' estate planning needs.

Recent campaigns: One client generated $800,000 in new revenue through our professional network marketing strategy. Schedule a Free Consultation.

We create sensitive yet effective campaigns targeting families in need of special needs planning. Our approach focuses on both expertise and compassionate service.

Recent success: One client increased their special needs trust practice by 150% through targeted outreach to wealth advisors and medical professionals. Schedule a Free Consultation.

We create targeted campaigns showcasing your expertise in tax minimization and wealth preservation. Our approach reaches high-net-worth individuals with significant tax exposure by partnering with wealth advisors and CPAs.

Recent results: We helped a client increase their advanced tax planning revenue by 225% through campaigns focused on recent tax law changes and wealth preservation opportunities. Schedule a Free Consultation.

Our team of experts creates specialized campaigns targeting real estate investors with complex portfolio holdings and succession needs. Our approach emphasizes tax-efficient transfer strategies and asset protection for real estate holdings.

Recent campaigns: helped one firm secure five real estate investor clients with combined portfolios exceeding $30M. Schedule a Free Consultation.

We develop campaigns tailored to the intricacies of blended family estate planning, understanding the emotional challenges these families face.

Our approach includes educational content that explains the importance of equitable asset distribution while respecting everyone's interests. We use targeted digital ads that address the specific needs of blended families, such as stepchildren’s rights or multiple beneficiaries.

By partnering with family law attorneys and financial planners, we connect directly with clients who need specialized estate planning. Our strategies build trust and convey empathy, positioning your firm as the expert in managing sensitive situations. Schedule a Free Consultation.

We develop targeted campaigns reaching physicians and healthcare executives with combined asset protection and estate planning needs. Our approach integrates professional liability concerns with wealth preservation strategies. Recent campaigns helped one firm secure eight physician clients with average estates exceeding $5M. Schedule a Free Consultation.

We focus solely on marketing for estate planning attorneys, helping them attract wealthy families and significant planning opportunities. Our campaigns consistently help firms increase their average estate value from $2M to $10M+ through targeted outreach.

Recent results: One client secured three family offices generating $50,000 monthly in recurring revenue within 60 days. Schedule a Free Consultation.

Our family office marketing combines discreet outreach with innovative content strategies. We position your firm through exclusive wealth networks, private banking channels, and targeted thought leadership. We ensure you’re top of mind at all times with our geo-targeted campaigns that show your firm’s PPC ads inside specific office buildings.

Recent success: One client secured a $200,000 annual retainer for ongoing estate planning services from a single family office through our targeted approach. Schedule a Free Consultation.

We come up with targeted campaigns reaching philanthropically-minded high-net-worth individuals and their advisors. Our strategies highlight complex charitable vehicles like CRTs, CLTs, and private foundations.

Recent success: includes helping a firm secure $1.5M in new charitable planning engagements through strategic positioning with community foundations and wealth advisors. Schedule a Free Consultation.

We build robust campaigns highlighting your expertise in complex trust administration and fiduciary services. Our strategies target wealthy families, corporate trustees, and trust officers at private banks.

Recent results: include helping a firm secure three institutional trustee relationships worth $300,000+ annually. Schedule a Free Consultation.

We develop targeted campaigns for clients with international assets and cross-border estate planning needs. Our strategies highlight your expertise in international tax treaties, offshore trusts, and multi-jurisdictional planning. Schedule a Free Consultation.

We develop campaigns targeting business owners approaching retirement with combined business and estate planning needs. Our approach integrates exit planning with wealth preservation strategies.

Recent campaigns: We helped one firm secure four business owner clients with combined estates and business values exceeding $40M. Schedule a Free Consultation.

We develop targeted campaigns centered on legacy preservation and generational wealth transfer, helping your firm connect with clients who prioritize the future of their families. Our approach focuses on reaching family members who are deeply concerned about safeguarding and passing down their wealth efficiently across generations.

Our campaigns leverage content that addresses the unique challenges of wealth transfer—from mitigating tax burdens to navigating the legal intricacies of establishing trusts. By positioning your firm as a trusted partner in the legacy planning journey, we create a sense of security for high-net-worth families looking for solutions tailored to their needs.

We also use multi-channel outreach, including targeted digital ads and thought leadership pieces, to reach these families through platforms they trust. Schedule a Free Consultation.

Our cutting-edge campaigns highlight your expertise in cryptocurrency, NFTs, and digital asset succession planning. Our approach targets tech-savvy, high-net-worth individuals through specialized channels and networks.

Recent success: One client established market leadership in digital asset planning, generating $400,000 in new revenue from this emerging niche. Schedule a Free Consultation.

We create targeted campaigns for individuals with significant qualified plan assets and IRAs. Our strategies focus on tax-efficient distribution planning and preserving retirement wealth for future generations. By highlighting these key benefits, we attract clients looking for reliable retirement planning.

Recent campaigns: We helped a client increase their retirement benefit planning revenue by 200% through campaigns aimed at high-net-worth retirees, effectively addressing their needs for income security and legacy planning. Schedule a Free Consultation.