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AI Visibility Scorecard
Heritance Planning
heritanceplanning.com · Finance & Insurance
Borderline visible. AI bots can crawl Heritance Planning, but the structured-data signals are thin - you are at real risk of being skipped when buyers ask ChatGPT, Claude, or Perplexity for a recommendation.
Monitoring for AI engine activity
In the Engagemii AEO index
#465,249 of 746,156 in Finance & Insurance for AI visibility
4
/10
AEO Score
About Heritance Planning
from our crawl and measurement
"Expert estate planning and tax advisory services for UK families and British expats worldwide. Wills, LPAs, Trusts and IHT planning. Qualified tax adviser. Free consultation." That is how Heritance Planning introduces itself. To AI engines like ChatGPT and Perplexity, though, it is barely visible: it scores 3.8 out of 10.
The site gets some of it right: it has structured data on the page (LocalBusiness, WebSite), an llms.txt file for AI models, a sitemap. What holds it back is what is absent, including a heading structure that lays out what it offers.
The 6 signals AI reads
Higher is better · 0-10
Structured Data
5
Organization / LocalBusiness JSON-LD that AI can read.
Content Structure
5
Clear headings and answer-style content.
Entity Clarity
9
How clearly your brand identity reads to AI.
E-E-A-T Signals
Experience, Expertise, Authority, Trust
3
Experience, Expertise, Authority, Trust markers.
Technical AEO
10
robots.txt, llms.txt, and AI-bot crawl access.
AI Discoverability
4
Sitemaps and entity links AI can follow.
Off-page authority
How the web signals your brand to AI
Backlinks
1
Inbound links from other sites.
Domain Authority
0
Little domain authority yet.
Reference Presence
0
Not in AI knowledge graphs yet.
News & Press
0
No press coverage found yet.
Community
0
No community discussion yet.
Social Mentions
0
No social discussion found yet.
What this score means
Your AEO score measures whether AI search engines - ChatGPT, Claude, Perplexity, Gemini - can actually read your site and cite it in answers. Roughly two-thirds of sites are invisible to them. At 4/10, Heritance Planning is crawlable but under-signaled - fixable, and the signals above are where to start.
Is this your brand?
The exact fixes for Heritance Planning
Which AI engines already crawl you
Weekly ChatGPT & Claude citation tracking
How to Get Your Brand Cited by ChatGPT, Gemini, and Claude: The Complete AEO Guide
The search landscape has fundamentally shifted. While Google still dominates, millions of users now ask questions to ChatGPT, Gemini, and Claude instead of typing into a search bar.
Continue reading in your free Engagemii portalFree signup unlocks the full article plus your personalized AEO fix list for Heritance Planning.
Source & Attribution
Scored by Engagemii on July 31, 2026. Methodology: engagemii.com/aeo/methodology
Source URL: https://engagemii.com/aeo/brands/heritanceplanning
Cite this score: Engagemii (2026). "AEO Score for Heritance Planning." Retrieved from https://engagemii.com/aeo/brands/heritanceplanning
Licensed under CC BY 4.0. You may reuse this data with attribution: a visible link to engagemii.com.
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