AI by industry · Estate planning attorneys
AI marketing for estate planning attorneys
Estate planning is a subject people avoid, so good marketing is patient and educational: short explainers, workshop invitations and check-in emails. AI can draft these quickly. The attorney reviews each piece for accuracy in the state and for advertising rules, because anything that goes out under your name is yours.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
Teach before you sell
A short piece explaining what a trust does and does not avoid, or why a beneficiary form can override a will, earns trust from readers who are not ready to call yet.
Pick the questions you hear in consultations. If several families asked you this month who gets the house, that is next month’s article.
Workshops and seminars
If you host community workshops, AI can write the invitation, the reminder and the follow-up for those who attended. The follow-up is where most appointments come from.
Some states have special rules on seminar marketing. Check before you run one.
Keep it accurate
Law differs by state and changes. Never publish a draft as is. A reviewed, slightly dull article is better than a punchy wrong one.
Add a plain note that the piece is general information, not legal advice, and that reading it creates no attorney-client relationship. Check what your bar requires.
Picture this
Examples of what it can look like. Illustrations, not clients.
A quarterly email explains one idea only: why naming a guardian matters for a young family.
A library workshop invitation goes out, with a reminder two days before and a thank-you with a booking link after.
A reviewed article answers “what is probate” in language a worried family can follow.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“header information that is materially false or materially misleading.”
Sources
- 15 U.S.C. § 7704 (CAN-SPAM Act): Rules for commercial email: honest headers, opt-out, address.
- ABA Model Rule 1.6: Confidentiality of Information: The model ethics rule on protecting client information.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
Questions
Will AI-written content hurt my search ranking?
Thin, generic content does. Accurate, specific pages that reflect your state and your practice do not.
Who is responsible for what I publish?
You are. That is why a person reviews everything before it goes out.
How do I keep AI from inventing law?
Give it your own notes and sources, ask it to stay within them, and read every claim yourself. If you cannot confirm a statement, cut it.
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