Estate Planning Marketing Course

MASTER THE ESSENTIALS OF LEGAL MARKETING TO ATTRACT NEW CLIENTS AND GROW YOUR FIRM

— A 2-HOUR INTENSIVE —

WHAT IS LEGACY LAUNCH?

Legacy Launch is a 2-hour intensive designed specifically for estate planning and elder law firms looking to gain marketing momentum with effective no-cost/low-cost strategies.

Gain marketing momentum with no-cost/low-cost strategies you can start using right away.

Learn how to leverage the power of branding to set your firm apart from the competition.

Discover techniques to build online credibility and generate a consistent stream of leads.

This masterclass is a roadmap for consistent effort, providing you with a clear plan to test, measure, and refine your marketing to grow your practice. You’ll walk away with actionable steps, a workbook filled with valuable exercises and tools to keep you on track, and access to an exclusive Facebook group where you can learn from and collaborate with other estate planning and elder law attorneys who are in the same boat.

2 hours

8 MODULES

JUST $299

2 hours

8 MODULES

JUST $299

WHAT YOU’LL LEARN

estate planning marketing course

Practical, implementable strategies for branding, inbound, and outbound marketing

estate planning marketing course

How to define your firm’s identity, identify your ideal client, and craft a unique value proposition

estate planning marketing course

How to attract clients by positioning your firm as a trusted resource through content marketing

estate planning marketing course

Search engine optimization strategies

estate planning marketing course

The key to building online credibility with reviews and social media

estate planning marketing course

How to effectively use workshops to transition from an educational session to a consultation

estate planning marketing course

Live workshops vs. webinars vs. on-demand webinars

estate planning marketing course

Metrics to measure your success: test, measure, refine, rinse, and repeat

Get Started

Turn “we should start marketing” into “we just signed a new client.”

Get Strategic

Stop throwing spaghetti at the wall to see what sticks.

Get Support

Savvy guidance from estate planning marketing experts.

LEGACY LAUNCH CURRICULUM

Branding for Estate Planning Law Firms

BRANDING FOR ESTATE PLANNING LAW FIRMS

Transform your business from “just another law firm” into a powerhouse brand. In this module, we’ll guide you through the process of defining your unique value, finding your ideal customers, and connecting with them on a deeper level. From crafting a compelling brand story and designing a cohesive visual identity to developing a consistent voice that resonates with your audience, we’ll help you build the trust and recognition needed to attract a loyal following, stand out from the competition, and command a premium in your market.

BEYOND THE LOGO: DEFINING YOUR FIRM’S IDENTITY

• What is branding and why does it matter?
• Defining and identifying your ideal client
• Carving out your niche
• Crafting a unique value proposition (UVP)
• Developing your brand’s voice and message

VISUAL BRANDING BASICS

• Logo and color palette considerations
• Website aesthetics
• Marketing asset aesthetics
• The value of professional photography

inbound marketing for attorneys

INBOUND MARKETING FOR ESTATE PLANNING ATTORNEYS

Up-level your firm’s client acquisition strategy. Discover how to attract qualified clients to your firm by providing valuable content that addresses their legal questions and concerns. Inbound marketing focuses on building trust and authority through low-cost, high-impact strategies—like blogging, SEO, and social media. By establishing your firm as a go-to expert in your practice area, you can organically generate leads, build a strong reputation, and cultivate a consistent pipeline of new clients…without draining your marketing budget.

CONTENT MARKETING

Blogging | Video Marketing | Lead Magnets

SEARCH ENGINE OPTIMIZATION (SEO) FOR LAW FIRMS

Local SEO | Website Content | Keywords

BUILDING CREDIBILITY & TRUST

Online Reviews | Testimonials | Social Media

outbound marketing strategies for estate planning law firms

OUTBOUND MARKETING STRATEGIES FOR ATTORNEYS

Supercharge your client outreach. Outbound marketing is all about proactively reaching out to find and secure new business. Learn how to effectively identify and engage with potential clients and referral sources through targeted, low-cost initiatives like workshops and webinars, email marketing, and developing referral relationships with other professionals. Mastering these proactive techniques is crucial for small law firms to fill client pipelines, build a strong local presence, and generate a steady stream of new business.

NETWORKING & REFERRALS

Referral Building | Community Engagement

EMAIL MARKETING

Segmentation | Nurturing | Personalization

WORKSHOPS & WEBINARS

Presentation Design | Calls-to-Action

branding workbook for estate planning attorneys

VALUE-PACKED WORKBOOK

A

Branding exercises to help you establish your core identity

A

Tools to define your target audience and craft impactful messages

A

Message map worksheet, content calendar, social media and blog ideas to get you started

GET ON THE LIST

Estate Planning Marketing Course

SECURE YOUR SPOT

Register now and secure your spot in an upcoming session of Legacy Launch. Participation is limited to 20 attendees. Don’t miss the opportunity to gain invaluable marketing knowledge and skills that will transform your firm.

January 8, 2026 | 1–3pm ET

Virtual course (Zoom)

January 22, 2026 | 1–3pm ET

Virtual course (Zoom)

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Price: $299.00
Please email info@birdhousemarketing.com to inquire about discounts for groups of five or more.

FREQUENTLY ASKED QUESTIONS

Who is this course designed for?

Legacy Launch was designed equip solopreneur attorneys and small estate planning and elder law firms with the tools they need to effectively market their firms—without breaking the bank. Attendees include estate planning and elder law attorneys, legal administrators, client services coordinators, and more.

Do I need prior marketing experience?

No marketing experience or prerequisites are required for this course. 

How is the course structured?

We will cover a lot of material in our two hours together. 

Section I: Branding | 40-minutes • 2 modules
Section II: Inbound Marketing | 40-minutes • 3 modules
Section III: Outbound Marketing | 30-minutes • 3 modules

We will close with a short discussion about monitoring and measuring your success.

What platform is the course hosted on?

Legacy Launch will be hosted on Zoom. A meeting link and password will be provided to attendees upon registration. 

Will there be a replay or recording available afterward?

All registrants—whether they attend live or not—will receive the presentation slides after the course. We do not provide a recording of the live session.

Can multiple team members from my firm join under one registration?

No. Each team member will need to register independently for the course. We are happy to offer a discount to firms interesting in enrolling multiple team members. Please contact us for details.

How much does the course cost?

The enrollment fee is $299 per registrant.

What is your cancellation and refund policy?

If you registered for Legacy Launch but are unable to attend, you may attend any future session. We do not offer a refund.

What payment methods do you accept?

You can enroll online with secure checkout through Stripe. You can make payment via ACH transfer or credit card (Visa, Mastercard, American Express, and Discover).

Do you offer more advanced trainings or one-on-one marketing services?

Yes! Birdhouse Marketing & Design is a full-service branding, marketing, design, and web development agency. If you would like to explore one-on-one marketing services, please schedule a free Discovery Session with an expert estate planning marketing specialist on our team.

How soon will I see results from implementing what I learn?

Firms can expect to see results in 6+ months with consistent effort. Remember, we’re running a marathon—not a sprint. Low-cost/no-cost marketing strategies can be very effective, but they need time to take root and gain traction. 

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