Use the branded checklist experience instead of a plain file download.
Free checklist
The Estate Planning Visibility Checklist
Use the checklist to spot the most common visibility, trust, review, and intake gaps before you decide whether the paid audit is the right next step.
Preview
What the checklist helps you catch
- Is your Google Business Profile claimed, verified, and complete with accurate hours, categories, services, and current photos?
- Do you have a repeatable process for requesting reviews from satisfied clients within 48 hours of a positive milestone?
- Does your site explain your services in plain English with a clear next step above the fold?
Get the free checklist
Enter your email for the branded free checklist and the next-step note on the paid audit.
Your checklist is ready
Open the free checklist to review the full 10-point experience, then request the paid audit if you want a deeper diagnosis and prioritized action plan.
The checklist is free. The next paid step is the Visibility + Consultation Audit.
What happens after the checklist
Flag visibility, trust, review, and intake issues before you ask for the paid audit.
Move into the fixed-scope diagnostic when you need annotated findings and a plan.
We confirm fit and send contract/payment plus kickoff setup steps within one business day.
Why it matters
The checklist is free. The next step is not.
TrustEstate uses the checklist as a quick self-assessment tool. If your firm wants a decision-ready diagnosis and a prioritized 90-day plan, the next step is the paid Visibility + Consultation Audit.
Confirm whether your local search presence matches the markets and services you want.
Check whether your firm has a real system for generating trust before the first inquiry.
Make sure your bios, credentials, and claims support the level of confidence you want.
Spot friction between first visit and qualified request before you spend more on traffic.
Confirm that response times, tracking, and follow-up are visible and reliable.
Decide whether your firm is ready for the paid audit or still needs self-serve cleanup first.