Planning hub
Organize future-looking goals and firm-approved planning services without giving document advice.
Practice area · Estate planning + probate
Estate Planning + Probate Search Visibility
Keep future planning and post-death administration as separate search journeys, each with approved terminology, market and contact routes.
Get free auditCommercial search problem
Planning and probate begin at different moments
One journey starts with a person planning ahead; another starts after a death and may use process-led language. Combining both under one broad page makes the next step less clear and can cause search systems to attach the wrong service or lawyer.
- 01Planning search
“estate planning lawyer near me”
Tests the planning journey, local firm entities and relevant service page. - 02Administration search
“probate lawyer for an estate in [location]”
Tests the post-death process and the jurisdiction connected to it. - 03Assistant prompt
“Does [firm] handle planning and estate administration?”
Checks whether assistants distinguish the services the firm actually offers.
Search distinctions
Separate life planning from post-death processes
The language, urgency, decision-maker and relevant jurisdiction can differ across the two journeys.
What must stay separate
Planning vs. administration. Use independent hubs and query sets rather than one blended estate-law page.
Goal vs. instrument. Begin with the person’s objective, then connect it to only the instrument or service names the firm approves.
Personal vs. professional referral. Keep family enquiries and professional referral paths distinct where both exist.
Searcher location vs. estate jurisdiction. Represent the relevant market, office and remote-contact options as separate facts.
Page and entity system
Planning goal or post-death process → approved service → jurisdiction → lawyer → contact route
Probate hub
Keep administration and related post-death processes separate from planning.
Goal pages
Translate plain-language needs into approved service routes without assessing personal circumstances.
Accessible contact
Connect the relevant lawyer, office and enquiry route using clear, sensitive language.
Measurement
Report planning and probate visibility separately
We record the observed result, source and description for the selected market and language, then test the same search or prompt again after approved changes.
Journey baseline
Search presence and landing pages for planning goals versus post-death processes.
Local relevance
Which office, lawyer and jurisdiction information appears for the selected market.
AI service accuracy
Whether answers name the firm, cite the correct pages and distinguish its approved services.
Approval boundaries
Search work stays inside firm-approved facts
The firm reviews all instrument, process, jurisdiction and lawyer wording. No family or estate details are required for the public-data audit.
- The firm approves instrument and process names, jurisdiction wording, credentials and services.
- We do not interpret documents, calculate entitlements or provide planning advice.
- Planning, probate and professional-referral journeys remain distinct in reporting.
- No client family, estate or outcome is used without supplied public evidence and approval.
Relevant next step
Use the matching service, market or method
Free audit
Build a public-data baseline for estate planning + probate
The simplest free audit starts with one law firm or selected office, one priority market and one prospective-client language.
Best fitLaw firms and multi-office legal practices in:
- Personal injury
- Family law
- Criminal defense
- Immigration
- Employment law
- Business + corporate
- Litigation + dispute resolution
- Real estate + property
- Estate planning + probate
- Tax law
- Your firm’s current visibility and named competitors
- The sources AI answers rely on
- A prioritized list of improvements to implement
Several firms, offices, countries, markets or prospective-client languages can be included without a call. Prefer to discuss the scope? Book a 30-minute call We’ll tailor the audit at no cost.