Trusts & Estates

read
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

EPAW No CTA
read
Trusts & Estates

2022 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
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
read
Trusts & Estates

2020 Tax Cheat Sheet for Clients

Download our free tax filing cheat sheet to give to your clients.

Learn More

Get the Premier Magazine for Industry Thought Leaders