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Free industry brief — 12 pages

The 2026 Estate Planning Firm Pipeline Benchmark Report.

What the current data says about acquisition costs, conversion rates, and compliance pitfalls in the estate planning sector. Built from current industry benchmarks and our own campaign records. Read in 15 minutes.

What's inside.

  • Current cost-per-click and cost-per-lead benchmarks for estate planning keywords in 2026
  • Conversion rate ranges for estate planning landing pages (and where most firms fall short)
  • Three state bar advertising rule pitfalls that derail campaigns
  • The math behind affordable client acquisition for firms at $500K–$3M revenue
  • A one-page checklist for evaluating any marketing agency before hiring

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Keegan Green

Most reports like this are sales material. This one is research we needed for our own firm's work, lightly edited for outside readers. If it's useful, that's the point. — Keegan, Founder, TrustDemand