Trusts & Estates
2024 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week was October 21–27, 2024! 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.
Complete the form to get your package
Related Resources
WealthCounsel Quarterly, Volume 19, No. 4—Fall 2025 Issue
This fall issue covers advising estranged families, key tax concepts, Medicaid liens, and fiduciary duties of LLC managers.
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Charitable Planning Primer: Individual Taxpayers and Charitable Giving
Download the full article to effectively guide your clients through their charitable planning options and ensure their charitable giving aligns with their financial situation.
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Client Handout for Financial Advisors
A powerful free resource designed exclusively for financial advisors to help clients evaluate the health of their estate plans.
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