Trusts & Estates
Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans
Estate plans are only effective when they accurately reflect your clients’ circumstances, as well as current state and federal tax law. Neglected estate plans not only jeopardize your clients’ estate planning wishes, but may also negatively impact their loved ones, not to mention themselves.
Read our Insight Brief, “Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans” to learn more.
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2023 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.Learn More
2022 Estate Planning Industry Trends Report
The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.Learn More
2023 Estate Planning Awareness Week - Free Marketing Package
Get 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