Trusts & Estates

Estate Planning Awareness Week is quickly approaching, and we want to help you make the most of it! To support your client outreach, download our free, customizable marketing package—created by attorneys—to help you connect with clients, prospects, and referral sources.

This year’s package highlights generational planning, giving you content and tools to educate families on how estate planning protects not just themselves, but their children, parents, and even their pets.

The package includes the following documents:

• Blog Article: Do Your Parents Have an Estate Plan?
• Brandable Handout: 3 Steps to Protect Your Digital Assets
• Brandable Handout: Estate Planning Self Check-Up
• Client Newsletter: When Is It Critical to Review Your Estate Plan and Why?
• Customizable Presentation: Plan Not Just For Yourself, Plan For Your Family
• Pet Planning Worksheet
• Social Media Posts and Guidance

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

KEEP THE MOMENTUM GOING WITH MARKETING SOURCE™

Estate Planning Awareness Week is the perfect time to show the value you bring to clients—and with the right marketing tools, you can keep that momentum going year-round.

A Marketing Source subscription from WealthCounsel is the perfect solution. Each month, you receive a package of professionally crafted blog posts, client letters, presentations, graphics, and social media content designed to elevate your marketing efforts and keep you top of mind.

With content delivered straight to your inbox every month, you can consistently engage with clients, prospects, and referral sources—helping you to efficiently grow your practice without the stress of creating content from scratch.

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