Estate Planning Visibility Checklist
Free self-serve diagnostic for visibility, trust, and intake basics.
Free
For estate planning and elder law firms
Turn Visibility Gaps Into a Clear 90-Day Growth Plan.
TrustEstate starts with a paid Visibility + Consultation Audit that shows where your firm is losing qualified consultations across Google visibility, reviews, trust signals, and intake flow. If the fit is right, we implement the highest-priority fixes through Foundation.
Estate planning focus Fixed-price audit Async-first delivery Compliance-aware execution
$2,000 Fixed audit price
5 days Audit delivery after completed kickoff
$3,500+ Foundation starts here if you continue
Offer ladder
One clear path from free checklist to paid diagnosis to implementation.
The public offer is designed to be narrow, believable, and clear and practical for busy firms.
Visibility + Consultation Audit
Decision-ready diagnosis with annotated findings and a prioritized 90-day plan.
$2,000 fixed
Foundation
TrustEstate implements the highest-priority fixes with written updates and a dashboard rhythm.
Starts at $3,500/month
Your market reality
Your ideal clients are searching. Are they finding you?
Invisible on Google Maps
When families search for "estate planning attorney near me," competitors with stronger Google Business Profiles capture the highest-intent demand first.
Inconsistent or Missing Reviews
Satisfied clients rarely leave reviews without a system. Quiet reputation signals make a credible practice look less established than it is.
Lost Between Visit and Inquiry
If the website does not explain the offer, reinforce trust, and clarify the next step, qualified visitors leave before they ever request the audit.
The framework
The Trust & Visibility Framework
Four coordinated levers turn an estate-planning site from a passive brochure into a trust-building client-acquisition system.
SEO
Local SEO & Visibility
We optimize your Google Business Profile, build local citations, and structure your online presence so nearby families find you first.
Outcome: Appear in the local 3-pack for target services and geographies.
REV
Review Generation System
We create ethics-aware review workflows that turn satisfied clients into consistent social proof without adding staff burden.
Outcome: Steady review growth that builds trust before the first inquiry.
TRU
Authority-Building Content
We publish clear, plain-English answers to the questions estate planning clients ask before they ever speak with a lawyer.
Outcome: A website that reinforces expertise instead of just describing it.
UX
Consultation Path Optimization
We rebuild the journey from first visit to qualified request so the value proposition is clear and the next step is obvious.
Outcome: More qualified visitors become audit requests, not bounced traffic.
How the first engagement works
The public path is simple: request, kickoff, audit, then choose Foundation.
Request The Audit
Tell us about the firm, the growth bottlenecks, and what matters most. Within one business day, we confirm fit and send the audit start packet.
Complete The Async Kickoff
Once contract and payment steps are cleared, you complete a structured kickoff packet with access notes, priorities, and supporting material.
Receive The Audit And Next-Step Recommendation
We deliver the audit pack, annotated findings, and prioritized 90-day plan, then recommend whether Foundation is the right implementation path.
Launch-safe proof
Why firms can trust the process before full case proof goes live.
"Built specifically for estate planning and elder law firms, not broad legal marketing."
Category-specific positioning Launch-safe proof block
"The offer is visible before you submit: free checklist, paid audit, then Foundation if the fit is right."
Clear commercial architecture Price, scope, and next step are all public
"TrustEstate handles execution; your team provides approvals, context, and occasional assets instead of managing marketing day to day."
Low-lift delivery model Limited attorney time required
Shared operating model
What this requires from your firm.
Our responsibility
- Audit QA, synthesis, and prioritized recommendations
- Kickoff structure and delivery coordination
- Implementation planning for Foundation
- Compliance-aware content and trust-signal execution
- Monthly written updates and dashboard reporting once retained
Your firm's role
- Provide access to Google, website, analytics, and intake tools as needed
- Complete the kickoff packet with priorities and supporting context
- Review and approve claims or content drafts in batches
- Share attorney bios, credentials, and proof assets
- Provide consultation outcome data for reporting once implementation starts
TrustEstate owns the operating work. Your team owns legal approvals, credentials, and final business decisions.
Lead magnet
The Estate Planning Visibility Checklist
Start with the free checklist if you want a quick self-assessment before you request the paid audit. It surfaces the most common visibility, trust, review, and intake gaps.
Preview
- Is your Google Business Profile complete, accurate, and current?
- Do you request reviews within 48 hours of a positive milestone?
- Does your site explain the next step above the fold on desktop and mobile?
4. Attorney bios and trust markers are easy to verify 5. Practice-area pages and local signals match target markets 6. Intake form asks only for low-sensitivity qualifying information 7. Response timing and source tracking are documented
Final CTA
Ready for a decision-ready diagnosis of your growth gaps?
Request the Visibility + Consultation Audit. Within one business day we will confirm fit and send the start packet with scope, price, contract/payment step, kickoff requirements, and timeline.