Build A Successful Wills & Estate Planning Business With These 6 Tips

how to build estate planning business manage wills

Everyone needs a will and estate planning assistance at some point. This service helps you ensure that your assets are distributed according to your wishes after you pass away. 

Consequently, there is a growing need for professionals who can help clients navigate the complex legal and financial issues related to estate planning. 

Fortunately, with the help of financial planning tools, it is now easier to create clear visualizations of clients’ assets and simplify the estate planning process. If you are interested in building a successful business on wills and estate planning, here are 6 tips to help you get started:

1. Obtain The Necessary Education And Credentials 

To become a successful estate planner, you must deeply understand estate planning law and tax regulations. Clients want to know that they are working with a knowledgeable and skilled professional who can guide them through the complex estate planning process. 

So, obtaining the necessary education to demonstrate your competence in this field is essential. Here are some credentials that may come in handy in your career and business: 

• Law Degree (J.D.): Pursuing a Juris Doctor (J.D.) degree can provide a comprehensive understanding of estate planning law. As a licensed attorney, you will have the legal authority to draft wills, trusts, and other estate planning documents, ensuring your clients’ assets are protected and their wishes are respected. 

• Certified Financial Planner (CFP): This certification requires you to complete a comprehensive financial planning curriculum and pass a rigorous exam. As a CFP, you can assist clients in developing strategies to manage their financial resources, ensuring long-term financial security. 

• Accredited Estate Planner (AEP): This designation is awarded by the National Association of Estate Planners & Councils to professionals who demonstrate a high level of knowledge and expertise in estate planning. Earning this credential helps you stand out as a specialist in the field and enhance your credibility. 

Pursuing these courses demonstrates your expertise and commitment to excellence in estate planning. This helps you stay organized and focused as you build your business. 

2. Create A Comprehensive Business Plan 

Develop a business plan that outlines your goals, target market, services, pricing structure, and marketing strategy. This will help you stay organized and focused as you build your business. 

Consider the specific needs of your target market and tailor your services accordingly. For example, if you primarily work with seniors, you may want to offer services like Medicaid or long-term care planning. 

3. Build A Strong Online Presence 

In today’s digital age, having a robust online presence is crucial for any business. There are two main ways of competing with your rivals in this department. First, create a professional website highlighting your services and expertise. 

Your website should include information about your services, pricing, qualifications, and testimonials from satisfied clients. Consider creating a blog where you can share your expertise on estate planning topics and provide valuable resources for clients. 

Next, create a presence on social media platforms like LinkedIn and Twitter to connect with potential clients. Make sure your social media usernames match your business name for better engagement. 

estate planning business

4. Establish Partnerships With Other Professionals 

Networking is vital to building a successful estate planning business. Build partnerships with attorneys, financial planners, accountants, and other professionals who can refer clients to you. 

Participate in professional organizations and attend industry events to network with other professionals in your field. Building relationships with other professionals not only expands your reach but also enables you to provide a more comprehensive range of services to your clients. 

5. Provide Excellent Customer Service 

Word-of-mouth referrals are critical for any service-based business. Ensure that you provide exceptional customer service to all of your clients and go above and beyond to exceed their expectations. 

Provide clear communication, be responsive to their needs, and show genuine care and concern for their well-being. This will help you build a loyal customer base and generate positive reviews and referrals. 

6. Continuously Educate Yourself 

As estate planning laws and tax regulations constantly change, it is essential to stay up to date on the latest industry developments. Attend industry conferences, read relevant publications, and take continuing education courses to stay at the forefront of your field. 

This will help you provide your clients with the most accurate and up-to-date advice and maintain your credibility as an expert in your field. 


Will preparation and estate planning are some of the most in-demand services in the real estate industry. Building a thriving business in this sector requires a combination of education, expertise, and customer service. Start your journey by pursuing relevant courses to enhance your portfolio. 

With the knowledge and skills in hand, create a business plan focused on addressing your target market’s needs. A strong online presence and solid partnerships with other professionals are also vital in building your business in this field.

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