Marketing Videos and Content for Estate Planners

Both the videos and the written content in Marketing Amplifier are specialty-specific, so all the marketing content you receive from us will be focused on estate planning:
Videos

Distinguish yourself and your practice with custom videos that build trust, create familiarity, and demonstrate expertise.

At the pace of two videos per month, we shoot, edit, post on your website, and promote through social media and email. We offer a variety of custom estate planning videos, beginning with: intro, past-case, FAQs, testimonials, and niches.

The only time required from you is a 30-minute monthly Zoom shoot. We send you scripts in advance, so minimal preparation is required.

Conversion Center

Engage more prospects with this multi-element popup that showcases your estate planning videos, articles and booklets on: situation suitability, common mistakes, and answers to frequently asked questions.

Other optional website additions include a top bar quiz asking, “Do I need an attorney to draft my will?” and a bottom slider analyzing specific fact patterns and displaying your scenario-specific videos.

Book

This 262-pager digs deep into the questions and issues facing prospective clients, including:

— Preparing to create your estate plan
— Probate and probate avoidance
— Wills and revocable living trusts
— Providing for minor children
— Tax-saving strategies
— Durable powers of attorney
— Advance medical directive

The book is fully branded in your name, complete with your photo, bio, and contact information.

Booklets

Two dozen estate planning booklets 4-20 pages long can be branded in your name and promoted on your website, in automated email campaigns, and from your social profiles.

Available titles include: Frequently Asked Questions Regarding Wills, Tax Savings Trusts for Married Couples, Choosing a Guardian for Your Children, Estate Planning After a Divorce, A Guide to Putting Your Affairs in Order, Health Care Directives: Living Wills and Health Care Durable Powers, and more.

Social Posts

Every week an educational or engaging estate planning or general interest post appears on your Facebook and LinkedIn profiles. Many of them link to one of the booklets described above. We start including videos as you create them.

If you do not have social profiles, we will create them for you and keep them active with our posts. We do all the work, which you may supplement with your own material. Or our posts can be bonus content if you are already active on Facebook and LinkedIn.

Shock-and-Awe Package

Wow your prospects with our impressive digital bundle. It includes:

— Your branded 262-page book Creating Your Estate Plan
— Four booklets: Frequently Asked Estate Planning Questions, 34 Common Estate Planning Traps and How to Avoid Them, Defining Your Estate Planning Goals and Identifying Your Assets, and Do I Need an Attorney to Draft My Will?
— An About Us page describing your firm and service
— An explanatory cover letter

Nurturing Series

Stay in front of your undecided prospects with our lengthy series of educational estate planning emails branded in your name. Subjects in the 20-email campaign include:

— 5 reasons to make an estate plan
— How to avoid probate
— How a revocable living trust works
— Providing for minor children
— Health care durable powers of attorney
— Reducing the size of your taxable estate

Welcome Kit

Make a strong post-signup impression and answer initial questions with our helpful package of introductory materials. They include:

— Your branded 262-page book Creating Your Estate Plan
— Three booklets: Frequently Asked Estate Planning Questions, Probate: What It Is and Ways to Avoid It, and A Guide to Putting Your Affairs in Order
— A detailed cover letter explaining what lies ahead

Reassurance Series

This series of emails explaining what lies ahead will (a) fill the time gap between signup and the appearance of work product, and (b) answer many of the questions that can otherwise trigger calls to your office. Subjects in this 11-letter campaign include:

— The 5 essential documents for your estate plan
— Choosing your executor
— What you should know about revocable living trusts
— Options for leaving your property to minors
— FAQS about durable powers of attorney
— Preparing instructions for your loved ones

Monthly Newsletter

Remain top of mind and referrable with these engaging 8-page digital issues that are auto-sent monthly to your list of past clients. Some lawyers also choose to include current clients.

Our estate planning newsletters mix smarter living articles with personal finance pieces. Some representative articles are: Options for Estate Planning in a Blended Family, Five Low-Cost Methods for Avoiding Probate, Preparations Bring Weekly Savings on Groceries, Get More Value at Your Doctor’s Visit, and Practice These 8 Habits for a Better Night’s Sleep

​High Value at $695/Month​

​Not only is the estates version of Marketing Amplifier affordable, it also will not intrude upon your work hours. You need only set aside 30 minutes/month for the Zoom video shoots and we will take care of everything else. Click below to schedule a call with Kara or Mike.​

Kara Prior | President
714.434.5926
Schedule an appointment
Mike Margol | Vice President
714.434.5927
Schedule an appointment