Trusts & Estates
On Golden Pond Presentation
Estate planning attorneys need to extend their planning to serve their aging clients’ immediate needs. By increasing your value, you can gain lasting relationships and meet your revenue goals. Learn more about how you can incorporate elder law into your practice from Victoria L. Collier, JD, and Valerie Peterson, JD and Chief Executive Officer of ElderCounsel, by downloading slides from her Symposium 2017 presentation "On Golden Pond: Putting Meaningful Plans in Place for Seniors."
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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