Resource Center

From an increase in the volume of online client services to leveraging remote will signing and notarization—the pandemic has pressed the estate planning industry to adapt and evolve. To find out exactly how attorneys are fairing, WealthCounsel, in conjunction with Trusts & Estates magazine, surveyed over 500 estate planning professionals earlier this year to see what opportunities and challenges they are facing.

Download the full report to see the latest trends in communication methods, business goals, client demographics, anticipated changes in legislation, and the education preferences and desires of estate planners and their staff.