As we prepare to welcome the new year, it is an ideal opportunity to reflect on your estate planning practice. Take a moment to evaluate the successes and challenges of the past year and identify any goals you did not meet. Now is the time to set new goals for your practice and yourself.

For estate planning attorneys with a heavy workload and a demanding schedule, your focus is on client matters and ensuring the highest standard of service. However, if you want meaningful growth and long-term stability, dedicating time to a strategic, intentional marketing plan is imperative.

Trust is the cornerstone of every successful client relationship. For many established estate planning practices, word-of-mouth referrals play a significant role in building that trust. While these types of referrals remain a vital source of business, the modern client’s journey includes a critical next step.