Trusts & Estates

Estate Planning Awareness Week is coming soon! This year, our complimentary marketing package focuses on helping clients plan for major life events: birth, marriage, divorce, inheritance, homeownership, and the death of a loved one. Download our free, customizable package to engage with your clients and prospects on these important topics.

The package includes the following documents:

• Client letter
• Three blog posts
• Client presentation
• Divorce checklist
• Social media post

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

BOOST YOUR PRACTICE WITH MARKETING SOURCE

Get monthly newsletters, blog articles, and social media posts delivered right to your inbox that you can use to engage with your clients, prospects, and referral sources.

Marketing is one of the most important parts of your law practice, but creating intentional content takes time and expertise to do it effectively. 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 to aid your marketing efforts.

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