Resource Center

In honor of Estate Planning Awareness Week, October 18-24, 2021, this marketing package focuses on the basics of estate planning. Attorneys can use this marketing package to educate prospects on the fundamental concepts involved with the estate planning process, touch base with existing clients to remind them of the benefits of having an up-to-date plan, and connect with referral sources on working together to provide comprehensive planning for your mutual clients.

To help you get started, download our complimentary marketing package, which contains:

  • Two customizable blog posts
  • One client letter
  • One advisor letter
  • Social media graphics
  • Estate Planning Awareness Handout