Checkpoint® Marketing for Firms

Estate Planning Estate planning marketing newsletters and articles help your CPA firm’s ROI

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An average of 10,000 people will turn 65 every day over the next 20 years, according to U.S. News and World Report. The need for estate planning grows exponentially along with the market. Too many people wait until their golden years before seriously thinking about planning their estates, leaving a legacy for heirs and protecting their assets for their families.

Estate planning can be scary. Help your prospects and clients abate their fears and fully understand the benefits of early planning by nurturing them with educational and informative estate planning articles.

Estate planning content marketing solutions to improve relationships

If you need a proven, time-tested and methodical approach to educate prospects that are just beginning to learn about your estate planning expertise, to nurture existing clients that require a little extra care and attention, and to remind referral sources of your core strengths on a regular basis so that you remain top of mind, we have the CPA firm marketing solutions you seek.

Choose from several content marketing services and tools, including:

Estate Planning Newsletters

Several formats with built-in, high-quality articles and images

Estate Planning Guides

Print, digital and online guides for your firm’s website and clients

Estate Planning Presentations

Ready-to-present estate planning PowerPoint® seminar presentations

Estate Planning Articles

Articles for your firm’s website, blog and social media platforms

We can help you answer questions before they are asked, direct new and additional business to your front door, and help you cultivate the kind of long-term relationships that increase referrals and enhance your bottom line.

Our niche estate planning marketing solutions include insightful and helpful information on such topics as:

  • Estate planning basics and estate taxes
  • Wills, power of attorney, executor and guardianship matters
  • Gifts, charitable donations and asset protection strategies
  • Marriage, divorce, birth and death effects on estate plans
  • Inheritance and asset distribution issues
  • Selecting a trustee and other trustee-related matters
  • QTIP, CRT, QPRT, GRAT, Crummey, Grantor, Dynasty, Revocable, Hybrid and other trusts

Increase your ROI with optimized estate planning articles, newsletters & guides

Take advantage of the Baby Boomer generation’s significant estate planning needs and help future generations protect and plan their estates in advance for maximum wealth preservation by providing them with educational, insightful and informative communications. As a thought leader and advisor, you will earn their trust, loyalty and the opportunity for more business.

What Our Clients Are Saying

“We have used Checkpoint Marketing for Firms in our communications strategy since 2002. The customizable newsletter has helped increase GBQ’s market visibility and brand awareness while creating cross-sale opportunities with existing clients. The platform is easy to use and has proven to be an effective way to regularly provide clients, prospects and referral sources with valuable, industry-specific content and thought leadership.”

Sara Robertson, Director of Marketing
GBQ Consulting LLC

We can help you grow your estate planning business by providing the right content marketing tools to boost your reputation as a trusted advisor and thought leader. Call us at 866.240.8477 or submit the form below to request a meeting at your convenience to learn more.

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