Trusts & Estates

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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
  • Diagram

Fill out the form on this page to download the complimentary marketing package!

BOOST YOUR PRACTICE WITH MARKETING SOURCE

Get monthly newsletters, blog posts, and social media delivered to your inbox.

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.

Click here to learn more about the benefits of a Marketing Source subscription.


Complete the form to get your package

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