Trusts & Estates

read
Trusts & Estates

Inspirational, Aspirational and Special: The Ethical Estate Plan

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

As estate planning professionals, our first questions are often, quite understandably focused on more practical, immediate considerations. (Is the plan complete? Is it legally enforceable? Etc.) An estate plan, however, can be – and should be – much more than that. When held up to the light, a solid, well-crafted estate plan should reflect both the mind and heart of your client – his or her values, priorities and dreams.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.


Complete the form to get your free guide

Related Resources

Planning for Virtual Currencies thumbnail
read
Trusts & Estates

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
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

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

Get the Premier Magazine for Industry Thought Leaders