Trusts & Estates

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Trusts & Estates

Proposed § 2704 Regulations: Sample Client Outreach Letter

WealthCounsel's Practice Development team created client-focused and financial advisor-focused marketing packages for our WealthCounsel attorney members to help educate them on the impact of the 2704 regulations.

Download this sample client letter to get your clients into your office to start planning.


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Trusts & Estates

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The Wealth Docx® Irrevocable trust system gives you the ability to create the Irrevocable trust as a complex trust or as a grantor trust, with grantor trust triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor.

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Trusts & Estates

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Download a sample Health and Education Exclusion Trust (HEET) from Wealth Docx, the leading trusts and estates software for attorneys

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Trusts & Estates

Estate Planning Awareness Survey 2016

What Do Americans Think About Estate Planning? Key Findings of WealthCounsel’s Inaugural Estate Planning Awareness Survey.

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