Free checklist
The Full Estate Planning Visibility Checklist
Use this hub to review the most common visibility, trust, review, and intake leaks before you request the paid Visibility + Consultation Audit.
How to use it
- Mark the items your firm can answer confidently today.
- Flag the gaps you cannot verify or operate consistently.
- Use the audit when you want TrustEstate to diagnose and prioritize the fixes.
Visibility and trust
- Google Business Profile is claimed, verified, and complete with accurate hours, services, categories, and current photos.
- Practice-area pages and local signals match the geographies and services you actually want to rank for.
- Attorney bios, credentials, jurisdictions, and trust markers are easy to find and easy to verify.
- Review generation is tied to a repeatable process instead of occasional ad hoc asks.
- Testimonial and review usage follows a compliance-aware approval path.
Intake and operations
- Your site explains the next step clearly above the fold on desktop and mobile.
- The inquiry form asks only for low-sensitivity qualification details, not confidential matter facts or credentials.
- Response timing and ownership are documented so leads do not disappear after first contact.
- Source tracking and campaign attribution live in one visible operating path.
- The public offer matches the actual delivery model, pricing, and what-happens-next sequence.
Next move
Need the decision-ready version of this diagnosis?
The paid Visibility + Consultation Audit turns this checklist into annotated findings, a prioritized 90-day action plan, and a concrete recommendation on whether Foundation is the right next engagement.