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.
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