Trusts & Estates
Preventing Undue Influence in Your Clients’ Estate Plans
Undue influence has always been a cause for concern among estate planning professionals.
Read our Insight Brief, “Preventing Undue Influence in Your Clients’ Estate Plans” to learn the warning signs of undue influence and strategies you can implement into your own practice when dealing with vulnerable clients.
Complete the form to get your free guide
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