Trusts & Estates

2026 Estate Planning Awareness Week is here. Use it to talk with clients and prospects about the issues shaping their plans today: rising long-term care costs, AI tools promising shortcuts, blended families, and the largest generational wealth transfer in history.

This package includes four pieces of content on those topics, drafted by practicing estate planning attorneys and ready for your firm’s branding:

• Infographic: “5 Ways to Protect Your Estate from Long-Term Care Costs”—a shareable visual for clients concerned about the cost of aging
• Blog post: “Risks of Using AI to Create Your Estate Plan”—positions your firm as the safer, informed alternative to do-it-yourself AI tools
• Customizable presentation: “Retirement Planning for First and Second Marriages”—for seminars, webinars, or in-office client education with blended families
• Checklist: “Am I Ready for the Great Wealth Transfer?”—a self-assessment that opens conversations about passing on wealth across generations

Keep the Momentum Going with Marketing Source™

Turn One Week of Marketing into a Year of It

Estate Planning Awareness Week highlights the value you bring to clients. Marketing Source, a WealthCounsel subscription, keeps you top of mind all year long. Each month, members receive a new package of blog posts, client letters, presentations, and social media content, polished and ready to brand. No writing from scratch, no gaps in your marketing calendar.

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