The 2026 State of Estate Planning Marketing Report
The rules for winning estate planning clients just changed. Most firms haven't noticed.
A just-released report on the ten forces quietly reshaping how estate planning and elder law firms attract and win clients — and why the usual fixes now aim most firms at the wrong problem.
2026 DIGITAL EDITION · 39 PAGES
COMPLIMENTARY INDUSTRY REPORT
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INSIDE THE REPORT
What the report covers
Four shifts every estate planning and elder law firm owner should understand now.
01
Why your rankings can hold steady while the phone goes quiet — and where the calls actually went
02
The referral pipeline that’s narrowing for reasons no dashboard shows
03
Why more leads and more spend stopped producing more clients
04
How to tell which problem you actually have before you spend another year fixing the wrong one
FOR LEADERS READY TO ADAPT
For estate planning attorneys ready to take the lead.
If you run an estate planning or elder law firm and this year has felt like working harder to stand still, this report names why — force by force — and maps what the firms pulling ahead are doing differently.
It comes from Jennifer Goddard, Founder & CEO of Integrity Marketing Solutions, drawn from 31 years working with estate planning and elder law firms. Every outside figure is sourced to its original; every observation from our own work is labeled as ours.