Seminar Marketing
Year-End Marketing for Estate Planning and Elder Law Firms: Plan Now for a Full January
Published October 28, 2026 · 4 min read
Estate Planning and Elder Law firms planning their first quarter.
The practical answer
Holiday gatherings spark family conversations about aging parents and unfinished plans, and new-year goals often include estate planning. Firms that schedule a December or January workshop, contact past clients, publish a short helpful video, open January consultation slots early and request reviews before the holidays tend to start the year with a fuller calendar.
Key takeaways
- Family time creates planning conversations.
- Past clients are your fastest wins.
- Open January slots before December ends.
Why is the end of the year a strong season for Estate Planning?
Holidays bring families together, and conversations about aging parents, guardianship for children, and "getting our affairs in order" happen naturally. Many people also set new-year goals that include finally finishing a will or trust.
Firms that plan for this window now, with seminars, reminders to past clients, and clear booking options in January, start the year with a full calendar instead of a slow first quarter.
A simple seasonal plan
- Schedule a December or early January workshop or webinar.
- Email past clients about reviewing plans after life changes.
- Publish a short video answering one common family question.
- Open January consultation slots now and promote them.
- Ask happy clients for reviews before the holidays.
Explore our seminar and webinar marketing.
Frequently asked questions
- Is it too late to plan a December seminar?
- Not usually, but promotion needs several weeks, so early January is a safe alternative.
Where Bambiz fits
We plan and promote seasonal workshops and webinars, and connect them to reminders and follow-up so interest turns into booked consultations.