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Estate Planning Resources
WealthCounsel offers many free estate planning resources
for non-members. Below are the categories of our free
resources. Click on the links for more information or scroll
down the page to view all of our resources.
Experience Our Solutions: View Our Free Product Demos
Sample Estate Planning Documents
Industry Trends Surveys
The annual Industry Trends Survey—initially lunched by WealthCounsel in 2007—has earned a reputation over the years as the primary resource for comprehensive insight on the state of the industry.
2013▶ | 2012▶ | 2011▶ | 2010▶ | 2009▶ | 2008▶ | 2007▶
WealthCounsel has a free listserv that is open to all estate planning professionals. If you have a burning question or are seeking someone with whom to co-counsel in another state, sign up today. Benefit from the collective wisdom of your estate planning listmates throughout the country.
Sign up for our free listserv today.
Thought Leader Series Webcasts
WealthCounsel and The Advisors Forum co-host a Thought Leader Series Webcast each quarter on leading-edge estate planning solutions. Industry leaders present these topics and provide thought-provoking and forward-thinking strategies for your practice and clients. These webcasts are offered complimentary to all members and their respective referral sources, as well as to all estate planning professionals who are not members of WealthCounsel and The Advisors Forum.
View Thought Leader Series Webcasts
The WealthCounsel Quarterly Newsletter
The WealthCounsel Quarterly is published January, April, July, and October. It is a communication tool through which WealthCounsel members can share legal expertise with their colleagues while enhancing their professional exposure within the estate planning community. Members are invited to contribute a legal-technical article or a column on practice-building strategies for each issue.
Bernstein’s research disciplines include fundamental research, quantitative research, economic research, and currency forecasting. Bernstein is consistently among the most highly ranked independent sell-side research teams, according to industry surveys conducted by third-party organizations and their research brand is defined by their Blackbooks, reports that are known for their unbiased, in-depth company and industry forecasts. For questions or comments about the research reports, please email Greg Singer at [email protected].
View full list of Bernstein Research Reports
- How WealthCounsel Assists a New Attorney Build an Estate Planning Practice
- WealthCounsel Benefits for an Established Estate Planning Attorney
- Client Counseling and Drafting Solutions Relating to the Estate Tax Dilemma
- View Demo of Wealth Docx
WealthCounsel has a YouTube Channel. Click the links below to view our YouTube videos.
- Interviews: Orion Samuelson of WGN interviews three practitioners on Estate Planning for Farmers, Ranchers, and Vintners
- Wealth Docx
- TV Clip: This Week in Agribusiness showcases WealthCounsel's emphasis on succession planning for farmers and ranchers.
- Drafting Charitable Planning Documents with Wealth Docx: Updating Our Perspective
(A presentation by Thomas J. Ray, J.D., CFP® & Jason E. Havens, Esq.)
- View Testimonials from Members
- Listen to WealthCounsel benefits.
- Read relevant articles on the Estate Planning Blog.