Estate Planning Fs Marketing Benchmarks 2026

Life event triggers and legacy-protection messaging are more effective than tax efficiency for estate planning prospect conversion.

Estate Planning benchmark snapshot

Google Ads CTR2.72%
Google Ads CPC$15.84
Google Ads conversion rate3.2%
Google Ads CPA$248.00
Meta Ads CTR0.84%
Meta Ads ROAS2.2x
Email open rate28.8%
Landing page conversion rate3.4%

Median values across the Q1 2023 – Q4 2024 benchmark cohort.

Parent industry

Frequently asked questions

What are the most competitive industries for paid advertising?

Legal, Financial Services, and SaaS consistently have the highest CPCs. Legal averages $8.67 CPC on Google Ads. These industries have high LTV per customer, which justifies the premium. Home Services and Ecommerce are competitive but have lower CPCs.

Why do benchmarks vary so much by industry?

Industry variation reflects three factors: (1) LTV per customer (higher LTV justifies higher CPA/CPC), (2) sales cycle length (longer cycles suppress CTR and CVR), (3) ad creative constraints (healthcare and finance face stricter platform policies). Use industry-specific benchmarks - global averages are often misleading.

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