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.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
Learn More2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 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 MoreWealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn More