Stuck at the $500k Barrier? Here’s How to Consistently Grow Your Trust & Estate Planning Practice.

A Message from Albert Sarosiek
Business Owner of FOXSTANDARD LLC

Dear Colleague,
If you’re like most trust and estate planning law firms, you’ve likely encountered these common challenges:

You’ve been running your practice for years, trying to attract high-quality clients online, but breaking past that $500,000 annual revenue still feels out of reach.
Your income is inconsistent. You may secure clients through word-of-mouth or referrals, but the steady stream of new inquiries you need to grow your practice just isn't there.
You’ve experimented with various marketing strategies - whether it’s SEO, paid ads on Google or Facebook, or hiring agencies to manage your campaigns, but nothing seems to generate the steady flow of clients you need.
You’ve watched competitors or colleagues with seemingly less experience grow their firms online, while you’re left wondering why it hasn’t happened for you despite your expertise.
You frequently question your firm’s positioning and offerings, tweaking your services or pricing every few months in the hope of finding a strategy that works; only to end up disappointed.

Don’t worry - you’re not alone in feeling this way.

Why Your Marketing Hasn’t Delivered the Results You Want

Many estate planning firms believe that the secret to growth lies in mastering online marketing - whether that’s through paid ads, investing in SEO, or building funnels. You might even have invested significant resources into these efforts. But here’s the truth: the one thing most firms overlook is the impact of profit margins.

‍Most trust and estate planning services are low-margin offerings; which makes scaling through paid ads or other digital strategies almost impossible. Simply put, you don’t have the margin to compete with firms offering higher-value services that can absorb higher marketing costs.

The Reality: A Low-Margin Offering Makes Online Marketing a Struggle

If you’re offering lower-priced services such as simple estate planning documents or will drafting; then you’ll find it hard to invest enough in paid marketing to generate a significant return.

Think about it: Are your services priced to give you room to invest in paid marketing and still remain profitable? Without the ability to cover rising advertising costs, any marketing efforts you pursue are doomed to fall short.

Let me ask you this: Are your services priced in a way that gives you room to invest in paid marketing and still remain profitable?

If you’re offering low-ticket services, even the most genius marketing strategy won’t help. You’ll be outbid by competitors who have deeper pockets and higher-priced offerings. To survive and thrive in today’s market, your services need to be priced accordingly.

For estate planning and trust law, you need to consider high-value offerings that align with your clients' needs, such as comprehensive estate planning services, trust administration, probate representation, and asset protection planning.

Here’s the Solution: High-Value Services Are the Key to Growing Beyond $500k

The answer is not in abandoning online marketing - it’s about repositioning your firm to offer higher-ticket services that generate enough profit to justify marketing spend. By offering high-value services, such as comprehensive estate planning, asset protection, trust administration, and probate representation, you can attract the right clients; those willing to pay premium fees for your expertise.

To make this shift, we’ll help you:

Refine your firm’s positioning to attract affluent clients who see estate planning as essential to protecting their wealth and legacy.
Develop higher-value service offerings that justify fees ranging from $5,000 to $25,000 or more. These services will not only include basic legal tasks but also the comprehensive, complex planning that your high-net-worth clients require.
Build a streamlined marketing funnel that allows you to consistently generate 5 to 7 high-value clients per month - without needing advanced technical expertise.

This Strategy Has Been Proven to Work for Law Firms Like Yours

At Fox Standard, we’ve helped trust and estate planning law firms implement these changes and see significant results. By repositioning their services and refining their marketing approach, we’ve enabled firms to surpass revenue barriers and grow beyond $500,000 annually.

Ready to Scale Your Practice? Let’s Talk.

Click the link below to book a strategy session. During this strategy session, I’ll dive into your firm’s unique challenges, explore how to reposition your services, and build a plan to help you grow beyond $500,000 in revenue.

Book Your Strategy Session 🦊

Thank you for taking the time to explore how I can help your trust and estate planning law firm grow. Whether you’re ready to take the next step or simply want to explore your options, I’m here to guide you through the process.

I look forward to connecting with you soon!