Estate Planning

White Oak Wills Case Study

Scaling Success

#3
Ranking on Google for Top Keywords
8x
Return on Investment
SEO

Reaching 8x ROI and Dominating Search Rankings

By combining a strong organic foundation with targeted paid traffic, we ensured that White Oak Wills could capture both short- and long-term growth opportunities. Constellation’s efforts directly contributed to the majority of their quotable leads throughout the year. One year into the partnership, White Oak Wills achieved remarkable success:

#3
Ranking on Google for Top Keywords
8x
Return on Investment
  • Consistent 8x Return on Investment

    Every dollar invested into SEO and advertising efforts returned triple the value, ensuring a highly profitable marketing spend.
  • Top 3 Google Rankings for Key Search Terms

    White Oak Wills achieved Position #3 for their primary keyword, “estate planning attorney Portland Oregon,” along with five additional high-intent variations — significantly increasing their visibility to prospective clients.
  • Substantial Lead Growth

    With strong rankings and targeted ads in place, the firm generated a steady, reliable flow of high-quality leads that directly contributed to surpassing their original monthly case goals.
  • Exceptional Client Satisfaction

    Since Constellation’s partnering with White Oak Wills, they have grown from two to four attorneys, along with hiring additional staff to support this growth.

Overcoming Visibility & Growth Barriers

Over six months, the firm lost organic ground, lacked consistent leads, and needed a marketing partner they could trust after a disappointing experience with a previous agency.

Declining SEO Visibility

Over a six-month period, White Oak Wills saw a significant drop in organic rankings, managing to appear on the first page of Google for only one keyword, which led to their need to find a proper provider.

Inconsistent Leads

The firm lacked a consistent lead generation strategy, which affected their revenue month to month.

Growth Goals Unmet

Wanting to grow their existing estate planning practice with an increased flow of estate plan, probate, and trust cases, looking to add 10–15 new cases per month but lacking the infrastructure and marketing expertise to reach that target independently.

Distrust in Marketing

Their prior marketing agency had built a website that didn’t meet expectations and failed to deliver the promised results.

A Comprehensive & Scalable Marketing Plan

How a Strategic SEO and Advertising Plan Helped White Oak Wills Reach 8x ROI and Rank Among Portland’s Top Estate Planning Firms

Comprehensive Support

No locked-in contracts, we offered the firm a roadmap focused on gradual, sustainable lead and client growth.

Seo Dominance

Comprehensive optimization to recover search engine rankings, target high-intent keywords, and dominate local search results.

Strategic Advertising

Strategic deployment of Google Local Services Ads (LSA) and Pay-Per-Click (PPC) campaigns to drive immediate, qualified traffic.

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