Trusts & Estates
Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts
This article is a continuation of a series of “how tos” for funding various types of assets. The scope of this article will review how to fund publicly traded stocks, bonds and investment accounts to a client’s revocable living trust.
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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