Trusts & Estates
2022 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week is just around the corner! This year, our complimentary marketing package focuses on Americans’ fastest-growing (and most complicated) asset: their digital legacy. Download the customizable package for free to start engaging with your prospects, clients, and referral sources about the importance of planning for digital assets.
The package includes the following documents:
- Two customizable blog posts
- Client letter
- Advisor letter
- Social media posts
- Digital asset infographic
Complete the form to get your free guide
Related Resources
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.
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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 More2020 Tax Cheat Sheet for Clients
Download our free tax filing cheat sheet to give to your clients.
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