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WealthCounsel and Trusts & Estates conducted an online survey of estate planning attorneys between September 23 and November 2, 2009. The 712 respondents included Trusts & Estates subscribers, 217 members of WealthCounsel, and other respondents located in nearly all 50 states.

The 2009 survey provided unique insight into the challenges facing today’s estate planning attorneys – including the impact of the recent economic downturn on their practices. We hope you will find our comprehensive report on the findings to be enlightening and useful in your practice. We also encourage you to participate in the 2010 Industry Trends Survey which will open in September. Please check our website for details starting in August 2010.

WealthCounsel initially launched the annual survey in 2007 in order to monitor the challenges facing practitioners and to maintain a pulse on the estate planning needs of consumers. The benchmark data gathered at that time was useful in the analysis of the 2009 data as it relates to identifying emerging trends.