Estate Planning Marketing Agency

    Turn Estate Planning Searches Into More Consultations

    Guide people from wills and trust searches to useful answers, the right service and a consultation they feel ready to book.

    Strategy led by Josiah RocheLead-quality feedback built in
    Josiah Roche, founder of JRR Marketing and strategy lead for Silver Atlas

    One law firm client result

    8 signed cases a month became 24.

    The firm generated three times as many signed cases while spending 7% less on Google Ads.

    Signed cases

    8 24

    Signed case rate

    3.4% 15.0%

    Monthly ad spend

    7% lower

    Client-specific result based on signed-case outcomes recorded in WhatConverts. Performance varies by market, practice area, budget, intake and follow-up.

    Recent law firm clients

    Where budgets get lost

    Generic planning pages leave serious visitors unsure what fits

    Someone researching a will, trust or other planning matter may be willing to learn before contacting a firm.

    If every page uses the same broad language, they can't tell which service fits, what to prepare or why to take the next step. The firm gets quiet traffic and fewer conversations that are ready for a consultation.

    Organise the site around the services you actually provide, answer the questions that shape fit and make the consultation path visible. Use enquiry sources to decide which topics deserve more work.

    An attorney reviewing documents with an older client

    Documented legal results

    Start with proof you can inspect

    These are client-specific outcomes from the JRR Marketing team behind Silver Atlas. They show the delivery standard used for the estate planning plan on this page, but they aren’t forecasts or guarantees.

    Featured in HubSpot, WP Engine, Ranktracker, SEO Blog, Bing, Birdeye, TechBullion, Clutch, Zapier and more

    JRR Marketing client reviews

    The team behind your estate planning plan, independently reviewed

    Silver Atlas is delivered by the team behind JRR Marketing. These are verbatim reviews of that team’s wider marketing work, not a forecast for any service on this page.

    Verify on Trustpilot
    5 out of 5 stars
    We were getting traffic from Google Ads before but it felt random and hard to tell what was actually turning into booked jobs. Josiah at JRR Marketing cleaned up the tracking and built a couple landing pages around our main services. After about a month the leads started coming in way more consistently and the calls were a better fit too. I mostly like that I can finally see where the money is going instead of guessing every week.

    Hyeongsu Lim

    Trustpilot · May 2026

    5 out of 5 stars
    Before working with Josiah, our SEO was kind of just sitting there with no real direction. We had some rankings but it wasn’t turning into much. Him and the JRR Marketing team helped tighten things up and tied it into our ads and tracking. Now we can actually connect traffic to real leads and sales. Not perfect yet but way better than where we started.

    Jolls Rassen Lino

    Trustpilot · March 2026

    5 out of 5 stars
    I had ads running and traffic coming in but I was mostly guessing on what to change. Josiah at JRR Marketing helped break down CPA, targeting, and how each landing page plays a role. We’ve been building pages and adjusting things step by step and he actually explains it in a simple way. Still early but I’m learning a lot instead of just letting ads run.

    David Lampe

    Trustpilot · March 2026

    5 out of 5 stars
    Working with JRR Marketing has been a great experience! They are very fast at communicating to questions and concerns, detailed in the goals for weeks in advance, and most importantly have been able to provide outstanding results for my window tinting business. Highly recommend!

    Joe Patino

    Trustpilot · March 2026

    5 out of 5 stars
    Josiah helped me get a better handle on how to grow my local service business. Things finally make more sense now and I can actually see what’s working. Really appreciate his help.

    Jake Mcewan

    Trustpilot · October 2025

    5 out of 5 stars
    Josiah is extremely knowledgeable and has helped us improve ROAS on our google ads. Highly recommend.

    Tobias Flowers

    Trustpilot · December 2025

    An older couple reviewing estate planning documents with a lawyer

    One connected service journey

    Search intentService pageIntake outcome

    Every handoff keeps the context needed to judge enquiry fit.

    A more accountable growth system

    Answer the decision questions that hold people back

    We build search campaigns and content around the services your firm actually provides, then make the consultation step easy to understand. Tracking shows which topics and pages create enquiries, so the content plan can follow real demand.

    Here’s what changes when those parts work together: your team can explain which searches created useful conversations, where follow-up stalled and what deserves the next pound or dollar.

    This sits within our broader law firm marketing system and can connect with law firm seo agency, law firm ppc agency and family law marketing agency when the evidence supports that mix.

    Focused service journeys for wills, trusts and planning
    Helpful content that supports considered decisions
    Measurable consultation sources

    A connected delivery model

    Why estate planning search works better as one journey

    More traffic won’t fix a journey where the campaign, page and intake record all tell a different story.

    Silver Atlas delivery
    A disconnected setup
    Campaign structure
    One legal intent at a time
    Services and locations mixed together
    Landing-page fit
    The page continues the exact search
    Traffic lands on a general service page
    Measurement
    Search, call and intake outcome connected
    Reporting stops at the form or call
    Ownership
    Your firm keeps its accounts and data
    Ownership depends on the supplier

    How it works

    Build a stronger estate planning marketing system in three practical steps

    Each stage connects demand, the page experience and intake evidence before the next decision is made.

    Step 1

    Map services and audiences

    We define the planning services, life stages and locations the firm wants to prioritise.

    Step 2

    Build useful search journeys

    We connect service-focused searches to pages that explain fit, preparation and next steps.

    Step 3

    Improve with enquiry evidence

    We review which topics lead to consultations and refine the paid and organic plan around that evidence.

    The Silver Atlas commitment

    Defined ownership instead of a risky results promise

    Good estate planning marketing should leave your firm with stronger data, stronger assets and control of the systems it paid for.

    Your firm owns the accounts

    Campaigns, tracking and reporting stay in systems your firm can access.

    You can see the evidence

    Decisions are tied to searches, enquiries and the intake outcomes you share.

    No signed-case guarantees

    We’ll show the work honestly without promising outcomes neither side controls.

    The people behind the work

    Meet the team behind your case‑lead system

    Josiah sets the strategy. Ayushma coordinates delivery. Our growth, web and operations specialists then work from the same plan to improve the ads, pages and tracking behind better-fit case enquiries.

    Meet the full Silver Atlas team
    Josiah Roche, Strategy Lead at Silver AtlasJosiah RocheStrategy LeadLeads channel strategy and reviews the decisions that shape each law firm’s growth.
    Ayushma Malla, Team Leader at Silver AtlasAyushma MallaTeam LeaderCoordinates campaign delivery and keeps priorities moving across the specialist team.

    The specialists building and improving the work

    Jo Mariñas, Growth Specialist at Silver AtlasJo MariñasGrowth Specialist
    Jolina Avila, Growth Specialist at Silver AtlasJolina AvilaGrowth Specialist
    Bere Horthy, Growth Specialist at Silver AtlasBere HorthyGrowth Specialist
    Jefferson Lambino, Growth Specialist at Silver AtlasJefferson LambinoGrowth Specialist
    Jan Fernandez, Web Specialist at Silver AtlasJan FernandezWeb Specialist
    Taylor Lee, Executive Assistant at Silver AtlasTaylor LeeExecutive Assistant

    What’s included

    The practical work behind better legal enquiries

    The exact scope follows the firm’s market and starting point. These are the building blocks we use to connect the journey.

    Search demand mapping

    Wills, trusts and related planning needs receive distinct roles based on how prospective clients search.

    Service-page structure

    Pages explain fit, preparation and the consultation step for each real service the firm provides.

    Educational content plan

    Supporting guides answer researched questions and lead naturally back to the relevant service.

    Useful answers

    Questions firms ask about estate planning marketing

    Defined scope, realistic expectations and no guarantees dressed up as strategy.

    Service pages should explain fit and process. Supporting guides can answer practical questions about preparation, timing and common planning choices without giving personalised legal advice.

    Usually, yes, if the firm offers distinct services and searchers need different information. Separate pages make the message and next step easier to understand.

    Yes, but the landing page needs to support research rather than force urgency. Specific service information, useful follow-up and accurate attribution matter as much as the first click.

    Campaigns are written to be specific, supportable and relevant to the firm. We check the applicable platform rules and flag claims that need the firm’s legal review. ABA Model Rule 7.1 is a useful baseline for truthful communications, but each firm remains responsible for the rules in its jurisdiction.

    No. Case volume and quality depend on your market, practice area, budget, reputation, intake and follow-up. We build measurable campaigns and report what happened, but we won’t promise an outcome we can’t control. That approach also aligns with Google’s Misrepresentation policy.