Trusts & Estates
Ten Questions About the Future of Your Practice
As estate planning attorneys, we always plan for the worst, even if we’re pretty sure it will never happen. No matter where you are in your life — even if you just opened your practice — it’s time to make emergency plans in case of your death or disability. If you are farther along in your career, consider what has to happen for you and your family to live happily ever after!
To find out which questions you should be asking yourself and to access the article, please fill out the form below.
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2022 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
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