If you’re an estate planning attorney who wants to stand out online without spending hours creating content, here’s a secret: you already have the content — it’s sitting in your practice data.
Each month, your client conversations, planning sessions, and FAQs tell a story. TELL THE STORY. With just a little strategy, you can turn those insights into authentic, trust-building marketing that shows prospective clients what you do and why it matters.
Here’s how to turn your monthly trends into meaningful, engaging content your audience will actually care about — no legal jargon required.
Why Use Your Practice Data?
Most attorneys think content = legal education. But while education is important, what actually stops the scroll (and starts the call) is relevance and realness.
By sharing what you’re seeing, learning, or helping with in real time, you’re not just explaining estate planning — you’re showing how it improves lives.
5 Ways to Turn Monthly Insights Into Powerful Content
1. “What We Noticed This Month”
Format: Blog post, short video, or social media caption
Sample prompt:
“In March, we helped several families update their estate plans after welcoming new grandchildren. Here’s why planning around major life events matters more than most people realize.”
Why it works: It shares real-world relevance and softly positions you as proactive and in demand.
2. “Top 3 Questions Clients Asked This Month”
Format: Carousel post, Reel, or email
Sample prompt:
“Here are the top 3 questions we got from clients in March — and what you should know before they come up in your own planning:
1️⃣ Do I need both a will and a trust?
2️⃣ Can my child be my trustee?
3️⃣ What happens to my plan if I move to another state?”
Why it works: It’s based on real conversations — so it naturally connects with your audience’s current concerns.
3. “Lessons from Reviewing X Estate Plans”
Format: Blog post, video, or long-form caption
Sample prompt:
“This month, we reviewed 10 existing estate plans for new clients. Here are 3 common mistakes we found — and how to avoid them.”
Why it works: You’re educating by example and giving people a reason to double-check their own plan.
4. “The Real Reason People Called Us This Month”
Format: Social media post or email story
Sample prompt:
“Most of our new client calls in March had one thing in common: helping aging parents. It’s something we’re seeing more and more — and here’s how families are starting the conversation.”
Why it works: People respond to stories that reflect their current reality. You’re showing empathy and offering guidance.
5. “By the Numbers” Monthly Recap
Format: Simple infographic, carousel, or caption
Sample layout:
- 8 new plans created
- 3 families added guardianship language for new children
- 2 clients updated their healthcare directives
- Most common question: “Do I need to update my plan if I bought a new home?”
Why it works: Visual, digestible proof that you’re helping real people with real needs — every single month.
Bonus Tip: You Don’t Have to Do This Alone
If you work with a marketing team (like us at Digital Social Strategist), we can help you:
- Build a simple monthly “insight tracker” to jot down quick notes or wins
- Turn your notes or voice memos into blog posts, social captions, or Reels
- Identify repeat questions and turn them into evergreen content
- Use your own calendar (client meetings, speaking events, etc.) as an outline for storytelling
Final Thought: Show Your Work
You don’t need to invent new content — you just need to document what’s already happening in your practice. By showing the work you’re doing and the lives you’re helping to improve, you become more than just a lawyer — you become a trusted guide.
And that’s the kind of presence that grows your audience, builds trust, and brings in the right clients — month after month.
Want help building this into your marketing strategy? Book a Discovery Call — we’ll help you turn your experience into content that actually works.