• December 4, 2023
 Top Tips for Marketing Your Estate Planning Company

Top Tips for Marketing Your Estate Planning Company

Marketing plays a crucial role in the success of any business, including estate planning companies. Effective marketing strategies can help you raise awareness about your services, attract potential clients, and establish your brand as a trusted authority in the field. We have put together our top 5 tips to help you market your estate planning company effectively.

1. Define Your Target Audience 

Before implementing any marketing strategy, it’s essential to identify your target audience. Determine the demographics, interests, and pain points of your ideal clients. This knowledge will enable you to tailor your marketing messages, select appropriate channels, and connect with potential clients more effectively. Defining your audience first will also help you to waste less time and money on marketing to the wrong audience, who ultimately will not be interested in what you have to offer. Catching the attention of the correct audience from the start will help you to build trust with your potential clients.  

2. Develop a Strong Online Presence 

Having a powerful online presence is crucial for any business, especially in today’s digital age. This includes having a website which highlights your company’s expertise, unique selling points, services, support, and testimonials. Your website should be clear, to the point and engaging – you want to keep your bounce rate low! Include things like images and videos to keep your audience engaged. You should also consider optimising your website for search engines to improve its organic visibility. Social media platforms can be used to share informative information, engage with your audience, and establish your company as a leader in estate planning, which can really help strengthen your online presence and get your target audience and clients to trust you. We recently wrote a blog on our top 5 social media tips which can help you with this. Read here. 

3. Build a lasting relationship 

Build your database of prospective clients and use tools like email marketing and indeed your social media to consistently contact and nurture the relationship.  This ensures you will be top of mind when the client wishes to proceedEmail marketing is an effective way to nurture relationships with potential and existing clients and stay on the top of their minds. You should be sure to offer valuable resources in your emails, rather than always trying to sell. Email automations can be a beneficial tool for you to keep in touch with your potential clients regularly, without it having to take up too much of your time. But remember, don’t bombard them with too many emails, as this can lead to them unsubscribing and you losing touch completely – use different channels to maintain contact. 

4. Networking Events 

Engaging with other companies and/or potential clients through networking events can be a very successful marketing strategy. In person marketing is just as important as online marketing. It helps give your company a personality and makes you more approachable, as well as raising awareness of your business to others in the industry. Building a strong network can lead to referrals and maybe even strategic collaborations. 

5. Provide Exceptional Customer Service and Leverage Online Reviews and Testimonials 

Word-of-mouth recommendations are powerful in the estate planning industry. Ensure your clients have a positive experience by delivering exceptional customer service. Provide personalised attention, clear communication, and prompt responses to inquiries. Happy clients are more likely to refer your services to their friends, family, and colleagues. Here at Arken, we are serious about service and put the client at the heart of everything we do. Our clients recognise our efforts and often give us positive feedback. You can find out more about the support available at Arken here. Positive reviews and testimonials can significantly impact the decision-making process of potential clients. Encourage satisfied clients to leave reviews and then highlight these testimonials on your website and social media channels to build trust and credibility.  

Marketing for estate planning companies requires a strategic approach to reach and engage with potential clients. By defining your target audience, establishing a strong online presence, utilising email campaigns, networking, and prioritising customer service and leveraging online reviews, you can effectively market your estate planning company and attract clients who are in need of your services. There are, of course, many other marketing strategies that are important, but the top 5 tips explored in this blog can give you somewhere to start.

Remember, marketing is an ongoing effort, so regularly evaluate and refine your strategies to ensure their effectiveness and adapt to changing market trends.

This article was submitted to be published by Arken.legal as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.



  Transforming the global estate planning industry through advanced technology Arken.legal provides expert digital solutions for the private client and estate planning industry. Its solutions deliver business efficiencies and consistency across a practice, while enabling client acquisition through an improved customer experience. Built by private client solicitors, Arken.legal products are used by more than 500 firms including Legal practices, Accountancy practices, Will writers and Legal services businesses in the UK, as well as Trust companies in South Africa, Australia and New Zealand. With 29 years' experience and more than 6 million Wills having been created using its products, today Arken.legal is a software as a service business offering secure, cloud-based solutions. The Arken Product Suite Businesses are turning to technology to enable change, increase efficiency and futureproof their incomes to suit upcoming generations and demand. The Arken product suite is designed for just this – to maximise productivity, provide interactivity and lead generation, and manage risk. It can suit any business process – whether instructions are taken virtually, in an office, remotely or via telephone. For increased efficiency, reduced re-keying and a delighted client, book a demonstration today to find out how we can help your practice. Key Services Arken Professional: A comprehensive, up-to-date and secure document generation solution built specifically for the Private Client Sector. Built by lawyers, its industry-leading software has produced over 6 million Wills. Arken Professional is the only software solution specialising in Wills that is accredited by the Institute of Chartered Accountants in England & Wales (ICAEW). All the products on this scheme have satisfied a robust technical evaluation and are from companies that are financially sound and offer strong customer support, giving you that extra peace of mind. Arken Intestacy: The new way to increase leads and grow your business remotely.  A handy customisable tool for your website that demonstrates the circumstances if your prospective client were to die without a Will – they can then fill in their details and ask for you to help protect their estate. Arken Online Wills: A secure, online Will service. Will packs – which include a client’s Will, a Will commentary, and signing instructions – can be sent to the client immediately or reviewed before delivery. Arken Acquire: A digital fact find and lead generation tool. A tool that captures data from your clients, which is then used in the drafting of key estate planning documents. Simply email a link to your client and they can input key information that seamlessly flows into Arken Professional for drafting. Arken Lifetime: Create Inter Vivos Trusts in a fraction of the time. Trust Referencer: Get the latest on tax treatments and specific Trusts. Access the most up-to-date information to generate a personalised report for your clients, outlining the tax treatment that are relevant to both Testamentary and Inter Vivos Trusts. Arken Anywhere: The power of Arken on-the-move. Access an offline version of Arken Professional that will synchronise with your account once you’re back online. Arken API: A seamless transfer of data and reduction of re-keying. Details shared between your case management solution and Arken Professional.       Dave Newick, Chief Executive Officer of Arken.legal, said:
“We work in partnership with our clients to understand their key processes and provide the most efficient digital solutions for their Private Client business. The industry has begun its digitisation journey – it’s time to consider the best route within it for your business. Can you use technology to be more adaptable, more engaged, to provide a better customer experience? Can you use technology to automate low-level tasks, enabling you to focus on what really matters? It’s time to take the digital leap and benefit from the efficiencies it provides.”

          Testimonials Sophie Yates, Director, Fodens Solicitors Limited
“Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.”
Gemma Garen, Director of Quality and Compliance, Ellisons Solicitors
“We did a careful review of available solutions and chose Arken, as it has a very user-friendly and intuitive user experience, helped us with an improvement in our working practices, introduced time efficiencies and facilitated our ability to standardise our processes and mitigate our risks. The support team at Arken are excellent – very responsive and invested time to understand our needs. We had extensive support before and after going live. Arken is very easy to use, the templates are consistent and we have reliable support.”
Craig Webb, Head of Legal Operations, Brethertons LLP
“…Our staff have found Will drafting in Arken very easy to use and enjoy the questionnaire format which guides them through the process from beginning to end. It is very reassuring to know that our lawyers are all following the same process, producing Wills with a good level of consistency and that all clauses used are up to date. Preparing ‘mirror’ Wills is now particularly easy using Arken, and the systems’ intelligence to amend third person singular pronouns (he, she, his, hers), has eradicated these type of typographical mistakes. We have recently added Arken Acquire to our subscription and are looking forward to the further streamlining of our processes that this service can offer.”
Matthew Field, Director, SMR Solicitors
“We have found Arken to be a valuable tool for our private client team in terms of efficiency and consistency and we would highly recommend it to law firms looking for a professional solution.”
Eric Britt, Executive Consultant, Integrity Wills & Legal Services
"I have been using Arken Will writing software for a number of years, and have found it excellent, and easy to use. The support from the office has been exceptional whenever I have needed it, with a quick response and great patience at times. I would certainly recommend the software and also the company without any hesitation."
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Tel: +44 (0)1732 867792 Website: www.arken.legal
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Name: Bethany Crease
Tel: (0)1732 867792
Email: bethany.crease@arken.legal
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