Social Media Marketing for Estate Planning: How to Manage Your Posts?

Social Media Marketing for Estate Planning: How to Manage Your Posts?

It’s no secret that social media is a powerful marketing tool. However, when it comes to estate planning, many people need help with how to use social media to their advantage. This blog post will discuss some tips for managing your social media posts to attract more clients and boost your estate planning business!

Social Media for Engagement

Social media is essential for online business engagement because it allows businesses to connect with their customers and followers more personally. Through social media, companies can share updates, announcements, and special promotions and respond to customer feedback and concerns. This two-way communication helps build strong relationships with customers, resulting in increased sales and loyalty.

For estate planning businesses, social media can help grow in a few ways. But what is estate planning exactly?

Estate Planning Overview

Estate planning is a process by which you can protect your assets, plan for the future, and avoid probate. It’s a process that takes into account all of your assets and liabilities in order to create a plan that will ensure your estate is distributed according to your wishes after you die. This includes things like choosing an executor, setting trusts, and making arrangements for your children or pets. Estate planning goes beyond legal documents, and also considers healthcare decisions, assets distributions and tax planning such as with structures like a Charitable Remainder Unitrust.

Social Media Strategies for Estate Planning

1. Share updates, announcements, and special promotions on social media to reach a wider audience

Businesses can share updates, announcements, and special promotions on social media platforms like Facebook, Twitter, and LinkedIn. These platforms allow companies to reach a large number of potential customers quickly and easily.

When sharing announcements on social media, be sure to consider the following:

  • Use a clear, concise headline
  • Write in a friendly and conversational tone
  • Use images and videos to accompany your posts
  • Keep your posts relevant to your target audience

By following these tips, you can create engaging and effective social media posts that attract more customers to your estate planning business.

2. Use social media to track the success of your marketing campaigns more effectively

By tracking the number of likes, shares, and comments on social media posts, businesses can better understand which marketing campaigns are working and which ones need improvement.

Estate planning businesses can then use this information to adjust future marketing campaigns accordingly, helping to ensure that your estate planning business uses the most effective marketing techniques possible.

Tools that can help you track the success of your social media posts include Facebook Insights, Twitter Analytics, and LinkedIn Metrics. These tools provide businesses with information on how many people have seen their posts. For example, how many people have interacted with them, and which posts have been the most successful?

3. Connect with potential clients through social media

One of the best ways to use social media for estate planning is to connect with potential clients. By sharing relevant and engaging content on social media, you can attract the attention of potential clients and encourage them to learn more about your business.

You can also connect with potential clients by responding to their comments and questions. Engaging with potential clients online can build relationships that may lead to future business opportunities.

4. Share informative blog posts about estate planning on social media platforms

To increase social media engagement for estate planning businesses, sharing informative blog posts on social media platforms is essential. In addition, these blog posts can provide potential clients with valuable information about estate planning and your business’s services.

Once you’ve optimized for search engines, this blog post with the necessary keywords and terms, you can share it on social media to increase engagement and visibility of the post. Create a great headline, use exclamation marks and hashtags, keep a friendly tone, and always include images that refer to your article’s topic. Remember, keeping your posts relevant to your target audience is essential.


Social media can be an effective tool for estate planning businesses to reach a wider audience, track the success of their marketing campaigns, and connect with potential clients. Following these tips, these businesses can use social media to market their estate planning services and reaching wider audiences effectively.