Estate Planning Lead Pros

Monetize & Grow Your Estate Planning Practice

Work With Us
  • Home
  • Videos
  • Blog
  • Contact
  • Book
  • Toggle Mobile Menu
  • Toggle Search
  • Work With Us
  • Videos
  • Email

Attorneys: How Prospective Clients For Estate Planning Are Different

September 17, 2021 By Heath Rost

In the decade I’ve been working with estate planning attorneys I’ve noticed there are certain characteristics that differentiate prospects and leads for estate planning attorneys as compared to prospects in other areas of law. Knowing who your prospect is and getting really clear on who they are and what their needs are is a great way to improve your law firm marketing.

How Estate Planning Prospects Are Different

1-Preconceived notions about what it’s like to work with an attorney

People think lawyers are scary because of the way they are portrayed in the media.  It’s even more important that you humanize yourself and build the relationship with your prospective client as soon as you can.

2-They are in no hurry to get their estate plan set up

Estate plans most often aren’t things that need to be done this week.  How can you go about convincing your prospect into moving forward?

How EP Attorneys Can Overcome These Factors

1-Education

The more educated your prospects are the more comfortable they will be with moving forward. They see the value in what you do and appreciate you answering their questions.

2-Investment

Every exchange increases your prospects investment to work with you. No one likes interviewing attorneys to find the right one, it’s your duty not to lose them.

3-Relationships

Build that relationship as soon and early as you can.  From the moment they first see your ad, to when they’re on your website to when you’re speaking with them on the phone for the first time.  Relationship building is everything for estate planning attorneys.

720-310-1333

Next Post »
«Previous Post

Filed Under: Sales

About Heath Rost

Heath Rost is an Iowa native and the founder of Estate Planning Lead Pros. His first company is Personable Media, a website-agency for small businesses. Heath is an expert copywriter, web designer and analytic engineer, and for the past 8+ years he's worked with attorneys who specialize in estate planning to refine their message through online marketing and grow their lead generation efforts.

Please consult an attorney for advice about your individual situation. This site and its information is not legal advice, nor is it intended to be. Feel free to get in touch by electronic mail, letters or phone calls. Contacting us does not create an attorney-client relationship.



Copyright 2023 Estate Planning Lead Pros | All Rights Reserved | View our Privacy Policy


Complete this form to send me a message. Everything submitted through this form is fully confidential. We teach will reach back out to you promptly.


Schedule your call on the next page.

Pick The Time For Your Call. Schedule Now ⬇️


Heath Rost will reach out to you shortly.

Refer Friend

"*" indicates required fields