Trusts & Estates
Eighth Annual Industry Trends Survey: Key Findings
It has been a big year for trusts and estates attorneys and the 8th Annual Industry Trends Survey illustrates areas of growth and challenges the industry faces. The survey addresses changes from legislation, client demographics, education requirements and desires for estate planners and their staff, business goals, and communication methods. Gain critical insights by downloading this survey of practicing attorneys.
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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