Trusts & Estates
5 Essentials for New Estate Planning Attorneys
Whether you are a fresh-faced law school graduate or a transitioning attorney, there are many challenges to grapple with as a newcomer to trusts and estates law. Building a successful practice takes time, resources, and effort. However, there are certain essential tasks an attorney can work on now to provide a solid foundation for their practice to grow.
Download the "5 Essentials for New Estate Planning Attorneys" Insight Brief for a list of essentials to start a successful estate planning practice.
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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