Last year we unveiled the first annual Industry Trends Survey. This was a groundbreaking event and was very exciting to be part of. Approximately 5,000 estate planning practitioners throughout the nation were invited to participate in this innovative web-based survey conducted during the three-week period. Nearly 500 respondents – most of whom are members of WealthCounsel – participated in the survey. Click here to download last year's survey results.

Be a part of the Second Annual Industry Trends Survey!

Who: Estate Planning Attorneys! 
What: Second Annual Industry Trends Survey.
Where: From the comfort of your desktop computer.
You will be able to participate in this Zoomerang survey using your computer and Internet connection. This short survey will take approximately 10 minutes.
When: Monday, November 3, 2008.

Why:
 To attract media attention regarding the importance
of estate planning.
The results of WealthCounsel’s second annual “Industry Trends Survey” will be released via newswire services in conjunction with our attendance at the Heckerling Institute (January 12-16, 2009) in Orlando, Florida. The goal is to attract the interest of journalists and other members of the news media who might be interested in writing articles about the trends our members have identified.

» Download last year's Industry Trends Survey results.

Who Should Care About This Survey?

Estate planning practitioners, consumers, businesses, and members of the media will find the results of this assessment insightful and useful for a variety of purposes. 
  • Financial professionals involved in estate planning, or attorneys seeking to establish an estate planning practice or transition from another area of law into estate planning, will find that the survey provides “actionable intelligence” as they develop their business strategies or expand their practices.
  • Consumers will learn what factors motivated others to engage in estate planning, and will gain a clearer understanding of why estate planning is important to consumers of all ages and income brackets.
  • Businesses that provide products and services to law firms, such as marketing organizations, website developers, professional employer organizations, and numerous others will enjoy the inside look at the needs of estate planning practitioners and law firms.
  • Members of the news media and publishers of industry trade magazines will benefit from the quantitative and qualitative survey results for use as background in feature articles.
  • Advertisers will gain practical insight relating to targeting messages in trade publications that are most often read by estate planning attorneys.