Estate planning is a major value-add for existing clients—but it can also be a powerful tool for attracting new business and building trust.
Using estate planning as a lead generation tool is a great way to differentiate your firm in a crowded market, increase assets under management, and drive long-term success.
In this guide, you’ll learn:
- Creative ways to use estate planning deliverables as lead magnets and conversation starters
- How to offer value-first “checkups” that attract prospects with minimal friction
- Ways to turn existing estate documents into second-opinion opportunities
- Campaign strategies that drive real engagement—like webinars, digital ads, and email sequences
- How tech-forward firms are using estate planning to grow faster and build deeper relationships
Published: Aug 22, 2025
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