SKILL LEVEL: Intermediate | TIME TO FIRST $: 3-6 months
Week 1: Knowledge Foundation & Legal Boundaries
Goal: Understand digital estate planning fundamentals, legal limitations, and technology landscape.
💡 Pro Tip: You are NOT a lawyer and cannot give legal advice. Your role is technical consultant who works WITH estate planning attorneys. Make this crystal clear in all your marketing to avoid unauthorized practice of law.
Week 2: Build Your Service Framework
Goal: Create standardized service offerings, templates, and partnership strategy with legal professionals.
💡 Pro Tip: Estate planning attorneys are your best partners. They have clients who need your services but don't want to learn the technology. Position yourself as their technical specialist, not their competitor.
Week 3: Marketing & Positioning
Goal: Establish professional presence and create content demonstrating expertise in digital estate planning.
💡 Pro Tip: When creating content, focus on the emotional angle: "What happens to your digital photos?" "Who will manage your social media accounts?" People connect with the human side of digital legacy, not just the technical aspects.
Week 4: Partnership Development & First Clients
Goal: Establish attorney partnerships, network with financial advisors, and secure first client consultations.
💡 Pro Tip: Your first clients will likely come through attorney referrals, not direct marketing. Invest heavily in building 2-3 solid attorney partnerships in your first 90 days - they become your primary lead source.
Days 31-60: First Projects & Partnership Refinement
Goal: Complete first digital estate inventories, refine processes, and build sustainable referral relationships.
💡 Pro Tip: Digital estates need updates as life changes. A client who does their initial inventory at 45 will need updates at 50, 55, 60, etc. Build annual review relationships for recurring revenue and continued client connection.
Week 4 with no attorney meetings scheduled - you're not reaching out enough or your pitch isn't resonating
Day 60 with no completed inventories - your pricing may be too high or you're not clearly communicating value
Attorneys meeting with you but not referring - you may be positioning yourself as competition rather than partner, or they don't trust your expertise yet
Getting interest but people hesitate to pay - digital estate planning may feel abstract; focus more on emotional benefits and real scenarios
🎯 Final Tip
Digital estate management is deeply personal work. You're helping people protect what matters most—memories, assets, and legacies for their loved ones. Approach every conversation with sensitivity, respect client privacy absolutely, and remember that trust is your most valuable asset. Build slowly, build carefully, and build relationships that last.