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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How to Talk to Clients about Proactive Planning
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide.
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Why Medicaid Asset Protection Planning is a Win-Win for Your Elder Law Firm and Your Clients
This download includes a detailed 8-step process for providing initial long-term care evaluations to clients.
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