Trusts & Estates
Estate Planning 101: Back to Basics
Whether you are new to estate planning or an industry veteran, refreshing your memory on the basics of estate planning is crucial.
Read our Insight Brief, “Estate Planning 101: Back to Basics” to remind ourselves of the core goals of estate planning and how our fundamental documents help us achieve those goals.
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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
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