Trusts & Estates
2023 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week was October 16–22, 2023! This year, our complimentary marketing package focuses on planning for retirement accounts after the SECURE and SECURE 2.0 Acts. Download our free, customizable package to engage with your clients, prospects, and referral sources about the applicable distribution rules after the death of a 401(k) and individual retirement account (IRA) owner.
The package includes the following documents:
- Client letter
- Advisor letter
- Blog post
- Client presentation
- Advisor presentation
Fill out the form on this page to download the complimentary marketing package!
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Marketing is one of the most important parts of your law practice, but you may lack the time and expertise to do it right. A Marketing Source subscription from WealthCounsel is your solution. Marketing Source delivers expertly crafted blog posts, letters, presentations, graphics, and social media posts to you every month.
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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.Learn More
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