Estate Planning & Probate Marketing
Marketing built for estate planning and probate firms.
We work exclusively with law firms. Estate planning clients are deliberate, trust-driven and often researching for weeks before they call. The marketing has to nurture, not just capture. This is the version built for it.
Why estate planning is different
Estate planning marketing isn't generic marketing.
Three things about this practice area fundamentally change how the marketing has to be run. Most agencies ignore all three.
01
These clients research before they ever call
Wills, trusts and probate aren't impulse decisions. Prospects read, compare and sit on it. We build content, reputation and follow-up that keeps you top of mind through that long consideration window, so you're the firm they finally call.
02
It's a relationship, not a transaction
Estate planning clients often come back (updates, family referrals, probate later) and refer generously when they trust you. We build the nurture and review systems that turn one engagement into a lasting source of work.
03
Education is your best salesperson
The firm that clearly answers “do I need a trust or a will?” earns the trust before the consult. We build the content and organic presence that makes you the obvious authority in your market.
The System
The full picture, end to end.
Everything we run for a estate planning firm fits into one of five layers. We build the ones your firm actually needs, in the order that compounds fastest, never a fixed package.
Give prospects zero reason to scroll past you and call someone else.
Driving traffic to a weak presence is the most expensive mistake in legal marketing. You pay to send strangers somewhere that talks them out of calling. We refuse to do that. We get every surface a prospect lands on working in your favor before a cent goes to ads.
What this may include
“Santiago and his team are professional, personal and always able to answer my questions. I cannot recommend Ad Hoc Digital highly enough!”
Joseph M. OswaldLaw Office of Joseph M. Oswald · Austin, TXReal results
Real outcomes from estate planning firms.
Anonymized. Results reflect individual client outcomes, not a promise of any specific result for your firm.
Estate Planning & Probate · Remote Solo
$30K / mo
$30K a month in new estate plans, without the seminar grind. Now running the firm remotely while traveling.
Read the full storyEstate Planning & Probate · Pivot from Family Law
AI-Found
Pivoted a family-law practice into pure estate planning. Now ranks inside AI search and no longer needs to market the old practice at all.
Read the full storyFAQ
The questions these firms actually ask us.
If yours isn't here, ask it on the call. We'd rather a real conversation than a sales pitch.
What kind of estate planning results have you seen?+
We've helped estate planning firms build a steady pipeline of qualified planning consultations and grow recurring revenue from a single content-and-reputation engine. Anonymized examples are in the results below; outcomes vary and we never promise a specific number.
Do you only work with established firms?+
No, solos to established firms. Newer practices usually start with local search, reputation and educational content; established firms layer paid and newsletter nurture systems on top.
How is this different from a generalist agency?+
Every channel is tuned for the long, trust-driven estate planning buying cycle, not a quick-transaction business. And you work directly with management.
How quickly will I see results?+
Estate planning has a longer consideration window than, say, DUI, so paid channels can produce consults quickly while organic and nurture compound over the first few months.
What about probate cases specifically?+
Probate is more time-sensitive and often search-driven; we run local search and intake for it the way we would for any urgent matter, alongside the longer-game planning content.
Next step
Want more estate planning clients?
Tell us about your firm, your market and what you've already tried. We'll tell you exactly what we'd do, what we wouldn't, and whether we think we can help.
Schedule a Consultation