Trusts & Estates
How (and Why) to Start a Virtual Law Practice
While tv-inspiring, the traditional law office is not as iconic as it once was. Instead, the traditional law office is in danger of becoming increasingly uncompetitive, inefficient, and less productive.
Read “How (and Why) to Start a Virtual Law Practice” to learn why virtual practices may be better positioned to handle today’s market challenges, as well as discover all the tools you’ll need to start running your virtual practice.
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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