Most estate planning clients hear from their attorney once every few years. Then life changes, their plan goes stale, and they hire someone else to fix it. A newsletter published every 3 weeks under your name keeps you top of mind. The ones who remember you call you when they need a review.
Estate planning is not a one-time transaction. But most firms treat client communication like it is.
The rest think they're done. Life changes around them. Their plan breaks. They don't call you. They don't think to. Silence costs you $1,000–$2,500 per client per year in update fees you never see.
A client whose estate plan was done three years ago doesn't think of you when their daughter asks for a referral. They think of the name that shows up in their inbox. That name should be yours.
They signed a trust in 2020. They moved states, had a grandchild, and bought crypto since then. None of that triggered a call to you. Nobody told them it should. That's the gap a newsletter fills.
Staying top of mind with useful content works. Topics that show clients easy ways to protect their families, like the samples below, generate referrals, repeat business, and steadier income throughout the year. But writing that content on top of a full client load is not realistic. That's what this is for.
Right now, 2 to 3 clients per year book a review without being asked. Most firms with 100+ clients on a list should be seeing 20 to 30. The gap is communication, not demand.
A newsletter published every 3 weeks puts you in front of your full client list 18 times a year. Each issue covers a topic that triggers self-recognition. A client reading about digital asset estate planning thinks about their Bitcoin. One reading about trust funding checks their deed. That's a phone call.
At $1,200 average per review, you need 9 additional reviews in a year to cover the cost and turn a profit. On a list of 200 clients, that's a 4.5% response rate. The rest is margin.
That's before you count referrals from clients who now hear from you 18 times a year.
Every issue covers a real estate planning scenario your clients face. Written in plain language. Published under your name. These are examples of what your list would receive.
Most clients assume their spouse can just log in. In reality, Terms of Service treat that as unauthorized access. This issue explains digital executor designations and why the conversation needs to happen now.
If your client holds Bitcoin and their heirs don't have the seed phrase, those assets are gone. Most estate planning attorneys don't even ask about this. Yours does.
A trust only controls what's been formally transferred into it. Unfunded trusts are empty containers. This issue prompts clients who signed a trust years ago to check whether their assets are in it.
Pets are legally property, and property can't inherit money. Without a formal care plan and dedicated funds, a client's animals go to whoever volunteers. Or no one. Most clients have never heard of a pet trust.
Anyone with $20 can find your client's home address and what their house is worth. Land trusts and LLCs change that. This issue explains how and positions you as the attorney who thinks beyond the basic plan.
Handwritten changes to executed documents often void the entire document or create ambiguity that leads to litigation. This is more common than clients think. A reminder that keeps them calling you instead of "fixing it themselves."
Topics are selected or customized based on your practice focus. Coverage includes: wills and trusts, probate, power of attorney, beneficiary designations, living trusts, elder law, asset protection, digital asset estate planning, and more.
We handle your email infrastructure from scratch. Your client list stays yours. You own the domain, the list, and the sending account. We deal with DMARC and all the other technical stuff to make sure your newsletter gets to your clients and not to spam. We do it in your email software of choice. This takes one week and a $400 one-time setup fee.
Every 3 weeks, we research and write an issue tailored to estate planning clients in plain language. You receive a draft 5 business days before send date. Read it, make any changes you want, and approve. It goes out with your name and your firm's branding.
Your list receives an issue that reads like it came from you. Topics are chosen to prompt self-recognition. A client realizes their plan needs a review. They call your office. That conversation is worth $1,000 to $2,500+. The newsletter paid for itself on that call alone.
We set up everything before your first issue goes out. Your sending domain, your list platform, your branding. You own every piece of it.
18 issues per year. Written, edited, and ready for your review before every send date. You approve it. We send it.
A human writer with a background in legal content and estate planning topics. Topics are researched, written, and edited before they reach you. You review every issue before it sends. If something isn't right for your practice or your clients, you change it. Nothing goes out without your approval.
During setup, we discuss your practice focus and your client base. If you have many high-net-worth clients, we weight the topics accordingly. If elder law and Medicaid planning are core to your work, that's where we spend the ink. You also have editorial control on every issue before it sends.
Yes. We import your existing client list into the platform we set up under your account. If your list has never received emails from you, we handle the warm-up process so your first few issues don't trigger spam filters. Clean list hygiene is part of the setup fee.
No contract and no minimum term. The $400 setup fee covers the infrastructure build and is separate from your first month. Your first month total is $1,150. After that it's $750 per month and you can cancel at any time. The list and the platform stay yours regardless. We'd rather earn your business every month than lock you in.
Fill out the form and we'll follow up within one business day. No pitch call required. If the newsletter sounds like a good way to stay in touch with your clients, we'll get setup started.
We take on 3 to 4 new clients per month to keep quality high on every issue. If the current month is full, we'll let you know and hold your spot.
We'll be in touch within one business day.
When you fill out the application form on this page, we collect your name, email address, firm name, firm size, and your answer about content focus. That information is used for one purpose: to follow up with you about The Estate Brief.
We do not sell it. We do not share it with third parties. We do not add you to any other lists. We do not use it for advertising. Under no circumstances, to no one, for no amount of money.
If you become a client, the only emails you receive from us are operational: drafts for your review, send confirmations, and invoices. Nothing else.
If you want your information removed at any time, email us and it's gone. No questions asked.