Trusts & Estates
Relationship Marketing for the Estate Planner
By: Candice A. Garcia-Rodrigo, Esq.
With the prevalence of Internet marketing, direct mailers, and mass media advertisements, an estate planning attorney has heavy competition in reaching her target market. The delicate nature of creating and implementing an estate plan, which requires the disclosure of the client’s most private and confidential affairs, requires a trustworthy person to design the estate plan. Most clients will not knock on an attorney’s door unless the clients can rely on and trust the attorney. The key to attracting clients is relationship marketing.
To learn more about growing your estate planning practice, please fill out the form below.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 19, No. 1—Winter 2025 Issue
This issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More