Don’t Fumble the Future: Leveraging AI for Estate Planning Success

Don’t Fumble the Future: Leveraging AI for Estate Planning Success

September 30, 2025 · 48 min · Season 3 · Episode 15

About this episode

This episode discusses how AI is transforming estate planning firms' online visibility and client acquisition strategies.

AI-driven search is transforming how estate planning firms are discovered online—and the firms that adapt now will dominate visibility, cut client acquisition costs, and convert more high-intent prospects. In this episode, James Campbell, Chief Growth Officer at IMS, shares practical strategies, real case studies, and a proven playbook to help estate planning and elder law firms harness AI for growth. ✅ Why AI-generated answers now gatekeep client discovery ✅ How AI amplifies ads, SEO, conten...

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