This checklist is built for estate planning law firms, marketing coordinators, and practice managers who want to optimize their own website or validate what an agency has done. It covers on-page and technical SEO only — not link building or content creation. If your firm uses a dedicated legal CMS (LawLytics, Rocket Matter, Lexicata, or custom WordPress), you'll find these steps applicable but may need CMS-specific steps documented by your vendor.
You'll get the most from this checklist if:
- Your website is already crawlable and indexed (if not, start with a technical SEO audit)
- You have access to Google Search Console and Google Analytics 4
- Your firm has at least 3 – 5 practice area pages (wills, trusts, probate, power of attorney, guardianship)
- You're targeting both local ('estate planning attorney near me') and practice-specific keywords ('revocable living trust lawyer')
If your firm is just starting SEO, prioritize the Phase 1: Crawlability & Schema section. If you're already ranking for some terms, move to Phase 2 (on-page optimization) and Phase 3 (internal linking).