Estate planning firms face unique marketing challenges: staying top-of-mind with clients between major life events, nurturing long-term relationships across generations, educating clients on changing laws, planning strategies, and consistently attracting new prospects — all while delivering highly personal, detail-focused legal guidance. Industry Newsletters provides the solution.
Our platform delivers professionally written estate planning content, intuitive marketing tools, and powerful engagement analytics designed specifically for estate planning professionals. Stay connected with clients, strengthen trust, and grow your practice — without the time investment traditional marketing requires.
Key Features for Estate Planning Firms
Industry Specific
Access hundreds of professionally written articles on estate planning, trusts, wills, wealth transfer, elder law, probate, and legal/regulatory updates. Stay relevant year-round and position yourself as a trusted advisor.
Lead Generation
When someone reads about topics like trusts, probate, protecting assets, or planning for aging parents, you receive an immediate alert so you can follow up at exactly the right moment.
Unlimited Campaigns
Send client newsletters, timely planning reminders, and important legal updates as often as you’d like without per-email costs or budget limitations.
Database
Contacts are consolidated from your practice management software, Outlook, and LinkedIn into one trackable system.
Client Intelligence
Track engagement, identify interests, and discover cross-selling opportunities through detailed analytics.
Save Time
Schedule newsletters in minutes, or let our auto generated content do it for you. Customize for different audiences, and let automation handle delivery.
Customized Masthead
Brand every newsletter with your firm's logo, colors, and professional design. Make an instant impression that reinforces your identity with every send and click to your social media.
Links to Your Website
Every newsletter includes prominent links back to your firm's website, increasing visibility and encouraging prospects to learn more about your services.
Add Custom Content
Choose from our extensive library of professionally written articles, add your own or let us handle content selection for you. You're in control of how hands-on you want to be.
Customized Newsletter Features
Brand every newsletter with your firm's logo, colors, and professional design. Make an instant impression that reinforces your identity with every send and click to your social media.
Replace images with videos to deliver a personal message to your clients and prosptects.
Customize how your content appears with multiple column options, professional photos from our image library, and border styles that match your brand. Create visual variety and keep readers engaged with layouts that look polished and professional in every inbox.
Personalize each newsletter with a custom footer. Include head shots, links, information and social tools.
Ready to see how IN can help your Estate Planning practice?