The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
At Lawyers With Purpose, we are committed to continuously improving our offerings based on member feedback and legal developments. Our new LWP STEPS™ platform represents a significant advancement in estate planning technology, designed to help our members stay ahead in a competitive field. Don’t miss out on the benefits of early adoption—sign up today and take your practice to the next level.
Looking to capture more law firm reviews? If you have a digital footprint, online reviews are needed for the success of any law firm, especially those specializing in estate planning. Service-based businesses often thrive on word of mouth and testimonials and reviews act as positive signposts that you’re a trusted law firm.
This is because positive reviews can significantly enhance your firm’s reputation, build trust with potential clients, and ultimately attract more business.
This blog post will provide you with practical strategies to increase the number and quality of reviews for your law firm, helping you to stand out in a competitive market.
Online reviews are a powerful tool for building your law firm’s credibility. Potential clients often turn to reviews to gauge the reliability and professionalism of a firm before making contact. Positive reviews can act as strong endorsements of your services, while negative reviews, if managed properly, can provide opportunities for improvement and demonstrate your commitment to client satisfaction.
Estate planning attorneys serve a diverse range of clients, from those comfortable with digital platforms to others less familiar with navigating the online world. To effectively gather client feedback, it’s important to utilize multiple distribution channels, such as both digital and paper-based methods.
For instance, attorneys can create review cards for clients to fill out by hand, or generate QR codes that link directly to online review pages. Some clients, particularly those who may not be inclined to leave online reviews, can still provide feedback through traditional methods. Incorporating a feedback section on the firm’s website, utilizing free directory pages like Avvo and Super Lawyers, and offering QR codes that link to a comprehensive review page ensures that all clients have the opportunity to share their experiences.
Given that many clients, especially those over 55, may not prioritize technology, providing a variety of review options, including paper cards and easy-to-use QR codes, accommodates all preferences and enhances the collection of valuable client reviews.
One of the most effective ways to garner more reviews is simply to ask for them. Here are some strategies to encourage satisfied clients to leave reviews:
Body:
Dear [Client’s Name],
Thank you for choosing [Your Law Firm’s Name] to assist with your estate planning needs. We hope we were able to meet and exceed your expectations.
We strive to provide the best service possible, and your feedback helps us improve. Would you be willing to share your experience by leaving a review on [Google/Yelp/Avvo]?
Here is the link to our review page: [Insert Link]
Thank you for your time and support.
Best regards,
[Your Name] [Your Law Firm’s Name]Timing is critical when asking for reviews. The best time to request a review is soon after the service has been rendered and the client is satisfied with the outcome. Here are some ideal moments to ask for reviews:
How you respond to reviews, both positive and negative, can significantly impact your firm’s reputation. Here are some best practices:
To maximize the benefits of online reviews, focus on managing them across multiple platforms:
Leverage positive reviews in your marketing efforts to build trust and attract new clients:
Several tools and software solutions can help you manage and solicit reviews more efficiently:
Maintaining ethical standards is crucial when managing reviews:
To assess the effectiveness of your review strategies, track these metrics:
Online reviews are a vital aspect of your estate planning law firm’s marketing strategy. By encouraging satisfied clients to leave reviews, responding to feedback professionally, and leveraging positive reviews in your marketing efforts, you can significantly enhance your firm’s online presence and reputation.
Start implementing these strategies today to boost your law firm’s reviews and attract more clients. If you’re looking for more tailored advice or additional resources, contact us for membership information.
There are different levels of support available. Whether you’re seeking foundational support, strategic growth, or advanced performance enhancement, LWP offers tiered solutions designed to drive your success.
Explore Lawyers With Purpose Membership Tiers:
Contact Us Today to learn more about which membership tier aligns with your goals and to start your journey towards transformative growth.
Reach out to our team via email or call us at Schedule a demo today by contacting Briana Moriarty at bmoriarty@lawyerswithpurpose.com, and let us guide you to the perfect solution for your practice’s needs.
Expanding your legal practice to include estate planning services can be a strategic move to better serve your clients and grow your business. However, this transition requires careful planning and consideration to ensure success. Find out what 5 things you must consider if you’re thinking about adding Estate Planning to your practice.
Should estate planning attorney’s start blogging on their website? What are the benefits of blogging? Learn whether this marketing tactic is worthwhile pursuing when running a profitable law firm.
By automating and centralizing many of the administrative tasks involved in legal practice, law practice management software (also known as case management software) helps law firms of all sizes streamline their workflows, reduce costs, and enhance client satisfaction.
Words by Britt Shearin, Lawyers with Purpose Legal-Technical Attorney
Few areas of law carry universal relevance and enduring importance as estate planning. Unlike specialized fields that may cater to select circumstances or unfortunate events, estate planning exists as a necessity, touching the lives of virtually every individual. In a world where asset ownership, mortality, and taxation are inevitable, Estate Planning Attorneys are now more valuable than ever.
Beginning in July 2026, the National Conference of Bar Examiners is expected to debut its new “NextGen Bar Exam” for graduating law students. The new, and supposedly improved, bar exam will be three hours shorter than the current Uniform Bar Exam, and it will focus on more practical skills a newly licensed attorney needs in their first few years of employment.
By decreasing the amount covered on the exam, the NCBE decided to cut a couple areas of law that were less likely to be encountered by newly admitted attorneys: Conflict of Laws, Secured Transactions, and you guessed it, Trusts and Estates.
By eliminating the Trusts and Estates portion from bar exam, naturally there will be a tendency for fewer law students to enroll in trust and estates courses during their limited time in law school, and instead focus on learning the other areas of law covered on the bar exam. This will inevitably lead to fewer new attorneys entering the realm of estate planning.
Current estate planning attorneys are nearing retirement age and are looking to transition out of their law firms. They may not have enough new attorneys with whom to share their knowledge and skills, and ultimately replace themselves in the industry, resulting in diminished supply of estate planning services. Decreased supply, coupled with the projected increase in demand for estate planning services discussed further below, makes it an ideal time to go into the field.
Despite Millennials and Gen Z both realizing the need for estate planning and acting on it sooner than previous generations, still more than half of them do not have an estate plan. Concurrently, the aging Baby Boomer population (age 60 through 78 as of 2024), is now hitting retirement and will soon confront their own mortality. This will result in an unprecedented transfer of wealth.
Financial Services research and analytics firm, Cerulli Associates, projects $84.4 trillion dollars will be transferred from the Silent Generation and Baby Boomers to their heirs and other beneficiaries. As transferors and recipients each begin to handle the complexities of wealth distribution, the need for astute estate planning guidance becomes paramount.
Estate planning is ever-changing, thanks to new and transformative legislation. There have been changes to planning for retirement accounts with the passage of the SECURE Act, and new business reporting requirements with the Corporate Transparency Act. Medicaid laws are constantly evolving, and more people are relying on it for financial coverage as they age. Additionally, the upcoming sunset of the estate tax exemption to its prior Tax Cuts and Jobs Act threshold forebodes an uptick in the number of taxable estates requiring adept handling by legal professionals.
Further, the industry is helping more and more blended families and same-sex couples; handling the rise of digital assets and cryptocurrencies; providing for ongoing care of pets and animals; and navigating the ever-evolving labyrinth of tax legislation. In an era defined by rapid technological advancement and shifting family structures, the importance of a thorough estate plan cannot be overstated.
In sum, as the legal field adapts to evolving demands, estate planning stands at a critical juncture. There is a potential lack of new attorneys entering this essential practice area, even as the demand for estate planning services continues to grow.
With significant generational wealth transfers on the horizon and increasingly complex legal and financial landscapes, the need for skilled estate planners is more pressing than ever.
Addressing this gap requires a proactive approach to ensure that future attorneys are well-prepared to meet the enduring and universal need for effective estate planning. The convergence of changing legislation, demographic shifts, and technological advancements underscores the importance of this field, making it an opportune time for attorneys to transition to and specialize in estate planning and secure their place in a vital and dynamic area of law.
Thinking of transitioning to estate planning, or have you recently done so? Lawyers With Purpose is a practice management community, who can help you bring your practice purpose and profit. Lawyers with Purpose offers everything you need to achieve success as you define it. We’ll work with you to explore what it is you truly want from the practice of law. Then, together, we will design a roadmap detailing the precise steps you need to take to reach your identified goals.
Providing all the tools you need for a successful practice:
Contact us today for a strategy call to learn about the LWP Difference.
Lawyers with Purpose is a leading membership organization committed to supporting estate planning attorneys in running successful and innovative law practices. For more information about Lawyers with Purpose membership, contact our Head of Professional Development, Briana Moriarty at bmoriarty@lawyerswithpurpose.com.
