Web Design for Estate Planning Attorneys Built on ACTEC Standing
ACTEC-level estate planning attorneys — the ones drafting dynasty trusts, SLATs, ILITs, and GST-exempt structures, advising business-succession matters, and serving HNW families across generations — need a credentialed web presence that signals planning authority to the wealth advisors, CPAs, and trust officers who actually refer the work. We design attorney personal-brand sites that foreground your ACTEC fellowship, LL.M. tax credentialing, authored planning commentary, and peer network the way HNW referral sources evaluate you.
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The Problems We Fix
Your site reads like a volume will-and-trust mill
'Affordable Estate Planning Starting at $599' framing, stock-photo family scenes, and intake forms engineered for volume trust-and-will work. HNW prospects — often arriving by referral from a wealth advisor, CPA, or business-succession counsel — take five seconds to conclude your practice isn't the right fit. Your ACTEC fellowship, tax LL.M., authored HNW commentary, and dynasty-trust authority are invisible behind volume-practice marketing.
Your ACTEC fellowship and LL.M. tax credentialing aren't foregrounded
Fellowship in the American College of Trust and Estate Counsel is the signal HNW referring advisors filter for — and fewer than 2,500 attorneys nationwide can make it credibly. Your site mentions 'estate planning experience' instead. Your tax LL.M. from NYU / UF / Georgetown is buried in a bio paragraph. State estate-planning-council leadership — never mentioned. The credentialing that actually drives HNW referral flow is invisible to the audience that matters most.
Your authored planning commentary doesn't exist on the site
You've published on SLAT planning pre- and post-Connelly. You've authored commentary on the §2036 retained-interest traps. You've spoken at ACTEC meetings on dynasty-trust situs selection. None of it is on the site — so when a referring wealth advisor's client Googles your name before the consultation, or when a peer attorney evaluates you for a co-counsel structure, nothing substantive surfaces. Your peer authority goes unseen.
ACTEC Fellowship + LL.M. Tax Credentialing Architecture
ACTEC fellowship foregrounded above the fold with fellowship year and committee/leadership positions. LL.M. in Taxation explicitly credentialed with institution and graduation year. State estate-planning-council positions surfaced. Board-certified estate-planning-law specialization (where your state recognizes it) surfaced with certification date. Super Lawyers / Best Lawyers / AV credentialing present without dominating. Person schema + occupation + knowsAbout so Google treats you as a named HNW-planning entity.
- ACTEC fellowship with year + committee positions
- LL.M. Taxation credentialing (institution + graduation year)
- State estate-planning-council leadership positions
- Board-certified estate-planning specialization (where recognized)
Authored HNW Planning Commentary Publication Templates
Dedicated CMS templates for authored content — dynasty-trust commentary (situs selection, duration rules, decanting authority), SLAT and ILIT planning analysis, GST exemption allocation strategy, §2036 and §2038 retained-interest commentary, Connelly-post commentary, business-succession structures, and ACTEC annual-meeting presentations. Each piece carries Person schema tying content to you as author. Content ranks for the substantive planning queries wealth advisors and peer attorneys actually search when evaluating planning counsel.
Referring-Professional Path for Wealth Advisors + CPAs + Trust Officers
Dedicated referral-partner pages with substantive content. For wealth advisors: your coordination protocol on asset-titling, basis planning, and gift-leverage strategies. For CPAs: your approach to income-tax coordination in grantor-trust structures, §645 elections, and multi-jurisdictional trust taxation. For trust officers: your relationship with outside institutional trustees and protector structures. For business-succession counsel: your coordination on buy-sell agreements, recapitalizations, and voting-trust structures. Referring professionals can verify your depth before introducing their client.
- For Wealth Advisors — coordination on asset-titling + basis + gift-leverage
- For CPAs — grantor-trust taxation + §645 + multi-jurisdictional
- For Trust Officers — institutional-trustee coordination + protector structures
- For Business-Succession Counsel — buy-sell + recapitalizations + voting trusts
Peer-Review Copy Pass + HNW-Appropriate Design Tone
Every word reviewed by an attorney-trained editor for ABA 7.1 compliance, state-bar disciplinary rules, and the confidentiality and solicitation standards specific to estate-planning practice. Visual design language appropriate for the HNW audience — confident-but-restrained, credentialed without being stuffy, accessible without being volume-practice-friendly. Closer to a legal-journal contributor's page than to a storefront planning practice.
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You're invisible for the legal searches that matter
We audited an Orlando personal injury firm last month. Their site was barely ranking for the high-intent searches their clients actually type — missing schema, weak title tags, broken internal linking, and content gaps on 8 practice-area pages. After we fixed it, their ranked-keyword footprint exploded — and organic traffic followed.
Zero ad spend behind this growth — pure organic search, directly attributable to the audit fixes.
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