Tips on how to generate leads via Google Ads for Estate Planning Companies

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Key Insights:

  • Google Ads is an effective marketing medium for estate planning companies to draw in customers seeking legal and financial advice for their estate planning needs.


  • By targeting high-intent keywords related to estate planning and using location-based targeting, your ads can show up where prospects are looking for services near them.


  • Create optimized landing pages with lead capture forms and call tracking to monitor inquiries. Analyzing performance data will help you refine your campaigns, generating more qualified leads and enhancing your ROI.


  • Get more leads and grow your estate planning practice with these 10 expert tips to get more clients and grow your business with Google Ads.

Why Google Ads are Important for Estate Planning Companies

With Google Ads, estate planning companies can reach out to people and businesses looking for legal and financial guidance for their future. A well-planned campaign can get your firm ranked higher in search results, attract intent - based prospects, and convert clicks into consultations, calls, and new clients.


Unlike traditional advertising methods that cast a wide net, Google Ads allows precise targeting by location, service type and search terms. By targeting the right audience and keywords, your ads will appear to those searching for estate planning services - leading to qualified leads, increased conversion rates and a more efficient use of your ad budget.

Does My Estate Planning Company Need Google Ads?

If you're an estate planning company wondering if Google Ads are worth the investment to generate leads, the answer is absolutely. Why: Traditional cold calling or direct mail is time consuming, expensive and do not always produce results. By comparison, Google Ads provides quantifiable performance and enables you to refine your campaigns in real time for a much better ROI.


People are looking for trusted estate planning services, and if your firm isn't showing up in these searches, you're losing leads to competitors that are more online - visible. With Google Ads, you place your services before the right people at the right time - boosting your exposure, driving qualified visitors to your site and more customers.

10 Best Tips to Secure More Jobs with Google Ads

1. Identify your Ideal Customers

Whether you serve individuals, families, or larger estates, your ideal clients might be people looking for expert legal advice on estate planning.


The first step in writing effective ad copy is determining your audience. With Google Ads, you can target specific locations, demographics and user search intent to deliver relevant leads. The more specific you define your audience, the greater your chances of reaching people seeking trusted estate planning services.

2. Use High-Intent keywords

To generate high-quality leads for estate planning services through Google Ads, focus on high-intent keywords that attract individuals actively seeking assistance, such as "estate planning lawyer near me" or "affordable will and trust services." These users are more likely to take action and hire professionals.


Avoid vague or overly general terms that will bring in irrelevant clicks and drain your budget. Instead, create a keyword strategy that appeals to your ideal clients. Use tools like Google's Keyword Planner to look for specific, keyword rich phrases that appeal to your audience and develop campaigns that reach your perfect customers when they need you most.

3. Optimize your landing pages

A high-conversion landing page is the key to turning Google Ads clicks into leads for your estate planning company. When prospective clients click your ad, they ought to be taken to a page which explains your experience, trustworthiness and professional services.


Make sure your landing page is quick, polished, and mobile-optimized as people often search for estate planning services on smartphones. Build credibility with client testimonials, a description of your key services (such as will preparation, trusts or estate administration) or a video introduction of you or your firm.


Add a contact form or "Request a Consultation" button so visitors can get in touch.


Add calls to action such as "Schedule Your Free Consultation" or "Speak with an Estate Planning Expert Today" to generate more inquiries and conversions.

4. Run Localized Campaigns

For estate planning companies, geo-targeting in Google Ads can help drive more leads. By targeting cities, areas or zip codes, you can reach people searching for estate planning in your area.


If your firm has multiple locations, run separate ad campaigns for each. This lets you target your messaging toward local families and individuals by highlighting location-specific services such as wills, trusts, or estate tax planning. By targeting ads to specific areas, you increase your chances of connecting with qualified prospects needing estate planning help.

5. Leverage Exact match keywords

Using the wrong keyword match types in your Google ads campaigns can quickly drain your budget, especially if your Ads appear for irrelevant searches. For high-intent clients looking for estate planning services, use Exact Match and Phrase Match keywords.


  • Exact match: [estate planning attorney near me] - Your ad will appear only for searches that contain exactly this phrase (e.g., "estate planning attorney near me") or minor variations. It will not show up for unrelated searches like "how to write a will" or "estate planning tips."
  • Phrase Match: trust and estate planning services - your ad can appear for searches containing Your phrase, such as affordable trust and estate planning services or best trust and estate planning services.
  • Broad Match: estate planning - This may result in your ad showing for terms like "probate law" or "trust fund management," which may bring in unqualified traffic and quickly drain your budget.


Focusing on what potential clients are actually looking for and fine tuning your keyword match types will get you more qualified leads, more inquires and a better ROI - all while avoiding unnecessary spending.

6. Set Up Call Tracking

When producing leads for estate planning companies, many potential clients would rather call than fill out online forms. That's why call tracking is essential - it lets you know which ads are bringing the most calls so you can adjust your marketing.


With Google Ads 'built-in call tracking, you can assign different phone numbers to different ad campaigns. This allows you to track which keywords and ads are bringing the most engagement so you can adjust your budget to match your ads 'performance.


Tools such as CallRail can be integrated with Google Ads to provide more in-depth call analytics. Analyzing this call data allows you to refine your campaigns for a better return on investment and more clients looking for estate planning services.

7. Improve your Quality Score

To get leads from Google Ads for estate planning companies, follow these tips:


Make More Of Your Landing Pages: Clearly state your estate planning services, highlight your unique value propositions and include client testimonials. This creates trust and motivates visitors to act.


Optimize Your Ad Copy: Try out different headlines, descriptions, and calls to action. Written, relevant ad copy drives higher click-through rates (CTR), more qualified leads, and lower advertising costs.

8. Use Negative keywords

Negative keywords are important when optimizing Google Ads campaigns for estate planning companies. By excluding irrelevant or low-value searches, you can ensure that your advertising budget is reaching people who are interested in estate planning.


For example, if your firm doesn't provide services like probate or real estate planning, exclude negative keywords like "probate lawyer" or "real estate planning" to avoid wasting ad spend. Other common negative keywords include: free legal advice, cheap estate planning, or estate planning jobs.


A well-implemented negative keyword strategy exposes a more qualified audience so your ads reach potential clients who need your estate planning services, boosting your campaign's ROI.

9. Monitor and Adjust Bids Regularly

Your Google Ads performance for estate planning services may change based on market competition, industry trends, and demand for specific services. Track your CPC and adjust your bidding to target high-converting keywords to get the best ROI.


For example, if certain estate planning keywords are bringing quality leads or phone inquiries, bid increases can boost your ad placement and visibility. In the opposite direction, reducing bids or pausing keywords that aren't performing well can help you manage your budget.


Using Google's automated bidding strategies like Maximize Conversions or Target CPA can help improve your ad performance and bring in more clients who are looking for trustworthy estate planning services.

10. Track Conversions and Analyze Data

Conversion tracking is a must for estate planning companies looking to measure the ROI of their Google Ads campaigns. With Google ads conversion tracking, you can see which Ads, keywords, and campaigns are driving the most client inquiries, consultation requests, and phone calls from people looking for estate planning services.


Analyzing this data allows you to tweak your strategy, tweak your ad copy and shift more budget toward high-performing keywords. And integrating Google Ads with Google Analytics gives you more audience insight to make data-driven decisions and optimize your campaigns for more leads for estate planning services.

Final Thoughts: Maximizing ROI with Google Ads

Running Google Ads for estate planning services takes careful strategy but it can be a low-cost way to get more inquiries and potential clients. Target high-intent keywords, optimize landing pages and draw the most out of your ad spend to generate leads.


Success in digital advertising requires constant monitoring and refinement. Track key performance metrics, play with different ad creatives and fine-tune audience targeting for better campaign results. If done right, Google Ads can drive traffic, drive client inquiries and help your estate planning firm connect with people and families looking for expert advice on their future planning needs.

How Max Conversion Can Help Your Estate Planning Company

Running an estate planning business can be hard, and navigating Google Ads can be overwhelming. But with the right digital marketing strategy, you can generate quality leads, optimize ad spend and reach clients looking for estate planning services.


At Max Conversion, we know that a generic approach won't work for every business. That's why we build Google Ads campaigns for your estate planning firm, whether you do wills, trusts, or probate services. We deliver measurable results by choosing high-converting keywords, creating landing pages, bidding and tracking conversions.


If you want to expand your estate planning practice with Google Ads, read these expert tips or schedule a free consultation. We'll create a custom advertising plan that generates more leads and more profits for you.

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