Trusts & Estates
Integrating Legacy Planning into Your Practice
WealthCounsel attorneys distinguish themselves in a number of ways but most significantly by being trusted advisors who care more about relationships than transactions. I often hear the question, “How do I bring more value to the planning experience by helping clients leave meaningful legacies rather than financial inheritances?” Having been on such quest for the last six years, Nuccio has finally developed the Wealth Legacy Process that integrates values based planning into my practice. She believes the process is valid whether working with clients of modest means or millions.
To learn more about the Wealth Legacy Process and to access the article, please fill out the form below.
Complete the form to get your free guide
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
2020 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More