Trusts & Estates

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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

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Trusts & Estates

2022 Estate Planning Industry Trends Report

The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.

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Trusts & Estates

2023 Estate Planning Awareness Week - Free Marketing Package

Get 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.

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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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