Organic Growth and Lead Generation: Using Estate Planning to Win New Business

Estate planning is quickly becoming one of the most effective ways for advisors to differentiate their offering and generate new business—without relying on cold outreach or traditional marketing.

In this live webinar, you’ll learn how forward-thinking firms are using estate planning as a lead-generation engine. From offering free planning checkups to delivering visual summaries of complex documents, you’ll see how this once-overlooked service can open the door to more conversations, referrals, and assets under management. We’ll also show how Vanilla can help you scale these efforts without adding overhead.

Steve and Larry will cover topics like:

• 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