Meta ads that fill estate planning workshops and consultation calendars.
Estate planning is one of the best fits for Meta: a clear audience, a proactive decision, and offers that work. We run seminar, webinar, and consultation campaigns that turn into signed plans.
Meta ads for estate planning firms
- The goal
- Workshop attendees and consultations that sign plans
- What we optimize for
- Cost per signed plan
- Meta ad category
- Standard, no special ad category
What makes estate planning firms different on Meta
Nobody feels urgent about it
People know they need a will or trust but put it off. Ads need a reason to act now.
Seminars live or die by show rates
Registrations are easy. Getting people to show up takes reminders, confirmations, and the right offer.
Targeting is narrower than it was
Detailed targeting options have shrunk, so the creative itself has to call out homeowners and families planning ahead.
How we run Meta ads for estate planning firms
- Seminar and webinar funnelsRegistration pages, email and text reminders, and show-rate tracking for in-person and online workshops.
- Plain-English educationShort videos and guides that explain trusts, probate, and incapacity planning simply.
- Post-workshop follow-upRetargeting and email that move attendees from the workshop to a signed plan.
- Conversions API and offline eventsServer-side tracking plus lead outcomes sent back to Meta, so the algorithm learns what a real signed plan looks like for estate planning firms.
- Creative built for the feedVideo, UGC-style, and static concepts tested on a steady cadence, with clear rules for what gets cut and what gets scaled.
- Reporting on cost per signed planWe judge campaigns on what a signed plan actually costs you, not on clicks, impressions, or raw form fills.
Offers and angles that work
The offer does more of the work than the targeting. These are the angles we test first for estate planning firms.
- Free estate planning workshop
- Webinar: how to avoid probate in your state
- Free trust vs. will guide
- Flat-fee estate plan packages
Questions we put in front of every lead
- Do you currently have a will or trust?
- Do you own a home or other real estate?
- Are you married, and do you have children?
- Which county do you live in?
Rules we build around
- Copy reviewed against your state bar's advertising rules
- Seminar ads follow your state's rules for legal seminars
- No fear-based claims about probate costs that you can't support
Questions we get asked
Do estate planning seminars still work?
Yes. Both in-person and online workshops can perform well on Meta. The difference usually comes down to the registration flow, reminders, and how attendees are followed up with afterward.
Is there a minimum?
We work with estate planning firms doing $25,000+ a month in revenue and ready to invest in paid acquisition. If you are earlier than that, a Meta ads audit is the better first step.
How long until Meta ads work for estate planning firms?
The first 30 days focus on tracking, offers, and creative testing. Most accounts show clear direction by day 60 to 90, once Meta has enough signed plan data to optimize against.
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Tell us about your firm and your numbers. If we are a fit, you will book a strategy call with Mitch. If not, we will point you to a better next step.
- Founder-led strategy from a Harvard-trained economist
- $100K+ a day in ad spend under management
- Flat monthly fee, written scope, no hourly billing