Updated 2026-02-01

Best Email Marketing Tools for Estate Planners

Stay connected with clients, generate referrals, and grow your estate planning practice with the right email marketing platform.

Try Sequenzy FreeSee All Tools

Estate planning is built on trust and long-term relationships. Your clients do not think about their wills and trusts daily, but when life changes, they need to remember you. Email marketing keeps you top of mind without constant phone calls. It helps you nurture referrals from financial advisors and attorneys, remind clients about annual reviews, and educate prospects about why estate planning matters. But most email tools are not designed for professional services. Here are 13 platforms that work for estate planners, ranked by ease of use, automation features, and value for money.

Why Estate Planners Need Email Marketing

Stay Top of Mind Between Reviews

Clients may go years between estate plan updates. Regular communication ensures they think of you when life changes happen.

Educate Prospects on Estate Planning

Many people do not understand why they need an estate plan. Educational emails build trust and convert prospects into clients.

Generate Referrals from Partners

Financial advisors, CPAs, and attorneys can send you clients. Email nurtures these relationships.

Prompt Annual Reviews

Laws change. Life circumstances change. Automated reminders help clients keep their plans current.

13 Best Email Marketing Tools for Estate Planners

Our Top Pick for Estate Planners
#1
Sequenzy

AI-powered email marketing built for service businesses. Creates client sequences automatically.

Visit
Best for
Estate planners wanting automated client communication without complexity
Pricing
$29/month for 50,000 emails

Pros

  • AI writes client nurturing and review reminder sequences
  • Simple interface any team member can use
  • Pay for emails sent, not contacts stored
  • Direct founder support

Cons

  • Launched in 2025, less track record
  • No built-in SMS
  • Fewer templates than established competitors
Start Free Trial
#2
Mailchimp

The most popular email marketing platform. Solid features but can get expensive.

Visit
Best for
Planners wanting a well-known platform
Pricing
Free up to 500 contacts, then $13-350/month

Pros

  • Extensive templates
  • Many integrations
  • Strong deliverability
  • Good analytics

Cons

  • Gets expensive fast
  • Interface overwhelming
  • Support has declined
  • Not designed for professional services
See Full Comparison
#3
Constant Contact

Long-standing email platform popular with professional services.

Visit
Best for
Planners wanting simple email with phone support
Pricing
From $12/month for 500 contacts

Pros

  • Very easy to use
  • Excellent phone support
  • Event management
  • Social integration

Cons

  • Limited automation
  • Dated templates
  • Higher prices
  • Basic segmentation
See Full Comparison
#4
ActiveCampaign

Powerful automation platform with a learning curve.

Visit
Best for
Larger estate planning firms with marketing staff
Pricing
From $29/month for 1,000 contacts

Pros

  • Excellent automation
  • CRM included
  • Great deliverability
  • Detailed scoring

Cons

  • Steep learning curve
  • Overkill for solo planners
  • Complex interface
  • Price jumps with features
See Full Comparison
#5
Brevo

Formerly Sendinblue. Good value with transactional email included.

Visit
Best for
Budget-conscious planners needing email and SMS
Pricing
Free up to 300 emails/day, then from $25/month

Pros

  • SMS included
  • Generous free tier
  • Transactional included
  • Good automation

Cons

  • Daily limits on free
  • Support can be slow
  • Limited integrations
  • Branding on free tier
See Full Comparison
#6
MailerLite

Clean, simple email marketing with good automation.

Visit
Best for
Planners wanting simplicity and affordability
Pricing
Free up to 1,000 subscribers, then from $10/month

Pros

  • Very affordable
  • Clean interface
  • Good landing pages
  • Generous free tier

Cons

  • Strict approval
  • Limited advanced features
  • Basic reporting
  • Financial services sometimes flagged
See Full Comparison
#7
Drip

E-commerce focused. Not ideal for estate planning.

Visit
Best for
Planners selling digital courses or products
Pricing
From $39/month for 2,500 contacts

Pros

  • Strong automation
  • Revenue tracking
  • E-commerce features
  • Detailed analytics

Cons

  • Built for e-commerce
  • Expensive
  • Wrong focus for planners
  • Learning curve
See Full Comparison
#8
GetResponse

All-in-one marketing platform with webinars and landing pages.

Visit
Best for
Planners running educational seminars
Pricing
From $19/month for 1,000 contacts

Pros

  • Webinar hosting
  • Landing page builder
  • Automation templates
  • Competitive pricing

Cons

  • Busy interface
  • Email editor could improve
  • Support varies
  • Features feel bolted on
See Full Comparison
#9
AWeber

One of the original email platforms. Simple and reliable.

Visit
Best for
Planners wanting no-frills reliability
Pricing
Free up to 500 subscribers, then from $15/month

Pros

  • Reliable deliverability
  • Simple to use
  • Good support
  • Long track record

Cons

  • Feels dated
  • Limited automation
  • Basic templates
  • Little innovation
See Full Comparison
#10
ConvertKit

Built for creators. Not ideal for estate planning.

Visit
Best for
Planners who create educational content
Pricing
Free up to 1,000 subscribers, then from $29/month

Pros

  • Great for newsletters
  • Clean management
  • Tag-based automation
  • Creator features

Cons

  • Not for professional services
  • Limited design
  • No free landing pages
  • Wrong focus
See Full Comparison
#11
HubSpot

Enterprise marketing platform with email included.

Visit
Best for
Large firms with marketing teams
Pricing
Free basic, paid from $50/month (realistically $200+)

Pros

  • Full CRM
  • Great for teams
  • Excellent reporting
  • Many integrations

Cons

  • Overkill for most planners
  • Expensive
  • Complex setup
  • Ecosystem commitment
See Full Comparison
#12
Moosend

Budget email marketing with solid features.

Visit
Best for
Very price-conscious planners
Pricing
From $9/month for 500 subscribers

Pros

  • Very affordable
  • Good automation
  • Responsive support
  • Landing pages

Cons

  • Less known
  • Limited integrations
  • Smaller templates
  • Fewer features
See Full Comparison
#13
Campaign Monitor

Professional email marketing with beautiful templates.

Visit
Best for
Planners prioritizing professional email design
Pricing
From $9/month for 500 contacts

Pros

  • Beautiful templates
  • Professional emails
  • Reliable delivery
  • Link review

Cons

  • Contact-based pricing
  • Limited automation
  • Gets expensive
  • Not estate planning specific
See Full Comparison

Feature Comparison

FeatureSequenzyMailchimpConstant ContactActiveCampaign
Annual review reminders
Life event sequences
Basic
AI content generation
Drag-and-drop editor
Automation workflows
Basic
SMS marketing
Free tier available

Email Sequences Every Estate Planner Needs

These are the essential automated email sequences that will help you grow your business and keep clients coming back.

Initial Consultation Follow-Up

Trigger: After initial consultation

Nurture prospects after their first meeting and guide them to become clients.

Day 1
Great meeting you, {{first_name}}

Thank them for the consultation. Summarize key points discussed.

Day 3
Answering common estate planning questions

Address typical concerns about cost, complexity, and timing.

Day 7
What happens without an estate plan?

Explain consequences of not planning. Real examples without scare tactics.

Day 14
Ready to protect your family?

Clear next steps to begin the planning process.

Annual Review Reminders

Trigger: 12 months after plan completion

Prompt clients to review and update their estate plans annually.

Day 0
Time for your annual estate plan review

Remind them why annual reviews matter. Life changes to consider.

Day 7
Has anything changed this year?

Checklist of life events that trigger plan updates.

Day 21
Schedule your review before year end

Create urgency around tax year deadlines. Easy scheduling link.

Life Event Check-Ins

Trigger: When client reports major life event

Reach out when clients experience events that may require plan updates.

Day 0
Congratulations on the new addition to your family

Celebrate their milestone. Mention plan implications.

Day 5
Protecting your growing family

Explain guardian designations, education planning, and beneficiary updates.

Day 14
Let us update your plan together

Offer to schedule a review. Make it easy to respond.

Referral Partner Nurturing

Trigger: Monthly for referral partners

Stay top of mind with financial advisors, CPAs, and attorneys who refer clients.

Monthly
Estate planning update for your clients

Share relevant law changes and planning strategies they can share.

Quarterly
How can I help your clients this quarter?

Reinforce partnership. Offer lunch meeting or call.

Create These Sequences with AI

How to Choose the Right Email Tool

The best email marketing tool depends on your situation:

Practice size matters. Solo practitioners can use simpler tools. Larger firms need platforms with more organization and team features.

Referral focus. If partner relationships drive your business, prioritize tools that make referral partner communication easy.

Budget is real. Calculate cost at your expected list size, not starting prices.

What Actually Works for Estate Planners

After talking to many estate planning professionals about email marketing:

Annual reminders drive reviews. Automated annual review reminders are the highest-value sequence. Clients forget. Your email reminds them.

Education converts prospects. People avoid estate planning because they do not understand it. Helpful educational content builds trust before they hire you.

Life events create urgency. Emails about marriage, new children, and moving prompt action. Timely content gets responses.

Getting Started

Pick a tool from this list. Then:

  1. Import your client and referral partner list
  2. Set up a monthly educational newsletter
  3. Create an annual review reminder sequence
  4. Build an initial consultation follow-up series

Start simple and expand later.

Frequently Asked Questions

Monthly educational newsletters work well for general contacts. Annual review reminders for existing clients. More frequent for active prospects. Quality matters more than quantity in professional services.

Educational content about why estate planning matters. Law changes that affect plans. Life events that trigger updates. Client success stories without sensitive details. Keep it accessible and avoid legal jargon.

Subject lines that speak to their concerns work best. Examples that work: 'New tax law affects your estate plan' or 'Is your will still valid after your move?' Focus on what matters to them.

Yes. Separate prospects from clients. Segment clients by plan type or family situation. Different content for referral partners. Relevant emails get better engagement.

Monthly updates with information they can share with clients. Occasional case studies showing how you helped. Make them look good to their clients. Lunch invitations work too.

Marriage, divorce, new children, death in family, major asset changes, moving to a new state, and tax law changes. Your emails should educate clients about these triggers.

Be direct but compassionate. Avoid scare tactics. Focus on protection and peace of mind rather than death and taxes. Use real examples without client-identifying details.

No. Email nurtures relationships between meetings and prompts clients to schedule reviews. The actual planning work requires personal consultation. Email supports but does not replace the relationship.

Capture emails from every inquiry. Offer valuable resources like estate planning checklists. Partner with financial advisors and CPAs. Host educational seminars with registration.

Open rate (aim for 25%+), click rate (2-5%), and most importantly, consultations and clients that result from email. Track which emails lead to scheduled meetings.

Ready to grow your estate planner practice?

Start your free trial today. Set up your first email sequence in minutes with AI-powered content generation.

Start Free TrialView Pricing

Related Industries

Email Marketing for Financial Advisors

Find the best email marketing software for your financial advisory practice. Compare Sequenzy, Mailchimp, and 11 more tools with honest reviews, pricing, and ready-to-use sequences.

Email Marketing for Lawyers

Find the best email marketing software for your law firm. Compare Sequenzy, Mailchimp, and 11 more tools with honest reviews, pricing, and ready-to-use sequences.

Email Marketing for Insurance Agents

Find the best email marketing software for your insurance agency. Compare Sequenzy, Mailchimp, and 11 more tools with honest reviews, pricing, and ready-to-use sequences.

Sequenzy - Complete Pricing Guide

Pricing Model

Sequenzy uses subscriber-based pricing. You only pay for subscribers active in sequences (automations). Inactive subscribers are free to store.

All Pricing Tiers

  • 0-100 subscribers: Free (Free annually) - 2k emails/month
  • 101-1,000 subscribers: $19/month ($205/year annually) - 15k emails/month
  • 1,001-5,000 subscribers: $29/month ($313/year annually) - 60k emails/month
  • 5,001-10,000 subscribers: $49/month ($529/year annually) - 120k emails/month
  • 10,001-25,000 subscribers: $99/month ($1069/year annually) - 300k emails/month
  • 25,001-50,000 subscribers: $199/month ($2149/year annually) - 600k emails/month
  • 50,001-100,000 subscribers: $349/month ($3769/year annually) - 1.2M emails/month
  • 100,000+ subscribers: Custom pricing (Custom annually) - Unlimited emails/month

Yearly billing: All plans offer a 10% discount when billed annually.

Free Plan Features (0-100 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Paid Plan Features (1,000 - 100,000 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations (Stripe, Paddle, Lemon Squeezy)
  • Full REST API access
  • Custom sending domain

Enterprise Plan Features (100,000+ subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Important Pricing Notes

  • You only pay for subscribers who are active in automations/sequences
  • Storing inactive subscribers is free
  • No hidden fees - all features included in the price
  • No credit card required for free tier

Contact

  • Pricing Page: https://sequenzy.com/pricing
  • Sales: hello@sequenzy.com