Trusts & Estates
2020 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week is just around the corner. With so much going on this year — the coronavirus and the upcoming presidential election — now more than ever, attorneys need to reach out and educate their communities on the value of estate planning. To help you get started, download our complimentary marketing package, which contains:
- Two customizable blog posts
- One client letter
- One advisor letter
- Social media copy
- COVID-19 checklist
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.
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WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.
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