Google Ads for Estate Planning Companies: 10 Tips to Generate More Clients

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Key Insights:

  • Google Ads is a powerful tool for estate planning companies to attract clients looking for wills, trusts and other asset protection services.


  • By targeting high-intent keywords and running localized campaigns, your ads will appear when people and families need estate planning advice.


  • With optimized landing pages, call tracking and data-driven insights, you can deliver more leads and improve your ROI.


  • Learn these 10 expert tips to master Google Ads and grow your estate planning business.

Why Google Ads are Important for Estate Planning Companies

Estate planning companies can use Google Ads to reach potential clients looking for wills, trusts and other asset protection services. A well-planned campaign makes your firm stand out, attract high-intent leads and convert searches to clients.


Unlike traditional advertising that targets a wide audience, with Google Ads estate planners can target specific locations, demographics and client needs. Your ads bring quality traffic, inquiries and new business from people and families looking for estate planning experts.

Does My Estate Planning Company Really Need Google Ads?

Some estate planning firms may be wondering if it pays to invest in Google Ads. The answer? Sure - if you want more clients, more inquiries and more competition. Traditional marketing methods like direct mail and cold outreach are expensive, time-consuming and less effective. In contrast, Google Ads provides measurable results, so you can optimize campaigns in real time for a high ROI.


People or families who need estate planning services often want quick and reliable solutions. If your firm isn't showing up in their search results, you're losing clients to competitors that are. Google Ads gets your estate planning services in front of the right people at the right time.

10 Best Tips to Secure More Jobs with Google Ads

1. Identify your Ideal Customers

How to run a successful Google Ads campaign for your estate planning company. Consider your services - whether you do wills, trusts, probate or asset protection - and what your potential clients need. As an example, in case your firm concentrates on estate planning for households, your ideal clients may be individuals who would like to safeguard their assets and provide for their families.


Knowing your audience allows you to write ad copy and target ads. Google Ads allows you to segment by location, demographics, and search intent, helping you attract high-quality leads. The more specific you target, the greater your chances of reaching people who need professional estate planning services.

2. Use High-Intent keywords

Choosing the right keywords is crucial for attracting clients looking for estate planning services. Focus on high-intent search terms like "estate planning attorney near me" or "trust and will lawyer" - these users are looking for help, not information.


Avoid broad, generic keywords that generate unqualified traffic. Instead, create a keyword strategy that focuses on your ideal clients. Locate top-performing search terms with Google's Keyword Planner and deliver advertisements to the right market at the right time.

3. Optimize your landing pages

A high-conversion landing page is the key to driving Google Ads clicks into new estate planning clients. When a potential client clicks your ad, they should see a page with clear, compelling, relevant information about your estate planning services.


Make sure your landing page is fast-loading, professional, and mobile-friendly - many clients look for estate planning help on the go. Create trust with client testimonials, case studies or videos demonstrating your expertise, and a simple contact form for inquiries.


A call-to-action (CTA) such as Request a Free Consultation or Plan Your Estate Today should be prominently displayed to encourage immediate engagement and conversions.

4. Run Localized Campaigns

Estate planning companies should focus on local searches because clients looking for wills, trusts and asset protection often look for professionals near them. That's why geo-targeting in Google Ads is a powerful strategy. Location targeting places your ads in specific cities, zip codes, or service areas where your clients might be.


If your firm has multiple offices, run separate ad campaigns for each office. This lets you customize messaging with region-specific benefits like free consultations, individualized estate plans or expedited services. By optimizing location-based ads, you can get more leads and connect with clients looking for a local estate planning expert.

5. Leverage Exact match keywords

Using the wrong keyword match types can eat into your budget by showing ads for irrelevant searches. Look for exact match and phrase match keywords to attract the right clients.


For example, if you enter [estate planning attorney] as an exact match keyword, your ad won't show up for searches like "DIY estate planning" or "free will templates."


Understanding Keyword Match Types:


  • Exact Match: [estate planning lawyer near me] - Ads only appear for searches with close variations.
  • Phrase Match: "estate planning lawyer near me" - Ads show up for searches that start with your phrase first.
  • Broad Match: estate planning lawyer near me - Ads may pop up for loosely related searches - and it could drain your budget.


By refining your keyword strategy, you'll get more qualified leads, more inquiries and more conversions - all while optimizing your ad spend.

6. Set Up Call Tracking

Estate planning companies know that potential clients are more likely to call than fill out an online form. Call tracking reveals which ads drive the most inbound calls - giving you the opportunity to adjust your marketing plan.


With Google Ads' call tracking, you can assign different phone numbers to different campaigns and see which keywords get the most engagement. This data allows you to optimize ad spend, optimize high-converting strategies and attract more clients looking for estate planning services.


Tools such as CallRail integrate with Google Ads to show more detail about call performance. Making use of this info helps you fine-tune your marketing, boost ROI and expand your estate planning business.

7. Improve your Quality Score

Google attributes a Quality Score to each ad based on relevance, landing page experience, and expected click-through rate (CTR).


Reaching the right audience with well-targeted ads is critical to maintaining a high Quality Score for estate planning companies. Make sure your landing pages showcase your services, expertise and client testimonials to create trust and conversions.


Experiment with ad headlines, descriptions, and calls to action to boost CTR. A higher CTR leads to lower ad costs and more potential clients for your estate planning business.

8. Use Negative keywords

Negative keywords help estate planning companies optimize their Google Ads campaigns to make sure their budget is spent on the most relevant searches. By removing irrelevant or low-value queries, firms can focus on attracting clients who need wills, trusts, and asset protection services.


For example, if your firm doesn't offer probate litigation or DIY estate planning tools, using negative keywords like probate lawyer or free estate planning templates will prevent ad spend on unrelated searches. Common negative keywords for estate planning firms include cheap wills online, DIY trust setup, and estate planning jobs.


A proper negative keyword strategy is the key to running a successful campaign, increasing lead quality and ROI.

9. Monitor and Adjust Bids Regularly

Your Google Ads performance for estate planning companies will vary based on competition, industry demand and search trends. Analyzing your CPC and bid strategy regularly helps you focus on high-converting keywords to get the most ROI.


For example, if certain estate planning keywords bring in quality client inquiries, bids can be raised to improve ad placement and visibility. In the opposite direction, lowering bids or pausing underperforming keywords can optimize your budget.


Utilizing Google's automated bidding strategies like Maximize Conversions or Target CPA can improve ad performance and introduce you to more potential clients.

10. Track Conversions and Analyze Data

Conversion tracking is essential for estate planning companies to measure the ROI of your Google Ads campaigns. With Google ads conversion tracking, you can see which Ads, keywords, and campaigns drive the most inquiries, consultation requests, and new client sign-ups.


Analyzing this data allows you to refine your strategy, optimize ad copy and shift more budget to high-performing keywords. Integrating Google Ads with Google Analytics gives you greater insights into your market so you can make data driven choices and improve your campaigns to draw in more estate planning clients.

Final Thoughts: Maximizing ROI with Google Ads

Running Google Ads requires planning but can be a low-cost way to find new clients for an estate planning company. Targeting high-intent keywords, optimizing landing pages and drawing on data-driven insights can help you maximize ad spend and drive quality leads.


Success in digital advertising requires constant monitoring and optimization. Track key performance metrics, test different ad creatives and fine tune audience targeting to optimize campaign results. With the right strategy, Google Ads can increase your visibility, drive more inquiries and grow your estate planning business.

How Max Conversion Can Help Your Estate Planning Companies?

Running an estate planning firm is competitive, and Google Ads can be overwhelming. And that's where Max Conversion comes in. Our digital marketing specialists help estate planning companies win more clients, optimize ad spend and get more leads.


At Max Conversion we know that one-size-fits-all doesn't work. That's why we build custom Google Ads strategies for your estate planning business - whether you specialize in wills, trusts, probate, or asset protection. From selecting high-intent keywords and optimizing landing pages to smart bidding and conversion tracking, we manage every aspect of your campaign to deliver measurable results.


Want to expand your estate planning firm with Google Ads? Call us today for a no cost consultation and we are going to develop a tailored advertising plan to get you more clients at the right time!

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