Advisors Forum

Master Estate Planning and Turn It into Your Competitive Edge

Are you ready to become an indispensable resource for your clients’ estate planning needs? Advisors Forum membership empowers financial advisors with the education, resources, and community needed to provide more holistic financial services. Gain a competitive edge by becoming a Certified Trust & Estate Wealth Advisor and secure your place as a trusted multigenerational advisor today. For over 25 years, WealthCounsel has been the trusted partner of estate planning attorneys, and now we’ve tailored our expertise to help you build a more holistic financial planning practice.

Limited-Time Offer!

This month only, join and get a free registration to
Estate Planning Bootcamp for Advisors.

Limited to the first 50 advisors.

Learn More Now
Professional Certification

Become a Certified Trust & Estate Wealth Advisor to showcase your estate planning expertise and set your practice apart.

Estate Planning Education

Gain a thorough understanding of the estate planning life cycle, from planning to trust funding and administration.

Practice Tools

Leverage helpful resources, such as checklists, diagrams, and handouts, to share with clients and enhance your value.

Exclusive Community

Foster valuable referral relationships and share knowledge with a nationwide network of fellow advisors and attorneys.

Directory Listing

Expand your reach with a listing on the premier consumer website EstatePlanning.com.*

  • Certification program: Validate your expertise in estate planning, build client trust, and distinguish your services from the competition by earning the Certified Trust & Estate Wealth Advisor designation.
  • On-demand education: Enjoy unlimited access to a curated library of CE-eligible recorded webinars and courses.
  • Practice tools: Access expertly crafted resources ready for you to share with prospects and clients.
  • Virtual bootcamp: Expand your knowledge, gain CE credit, and access member-only content when you attend Estate Planning Bootcamp for Advisors.

  • Monthly live webinars: Access advisor-focused webinars, plus WealthCounsel programs like Trusts & Estates In Focus, the Thought Leader series, and the Exploring series, all eligible for CE credit.
  • Professional community: Connect with a growing network of estate planning peers to ask questions, provide referrals, and exchange ideas, helping you grow professionally.
  • Exclusive directory listing: Expand your reach with a listing on the premier consumer website EstatePlanning.com (available to financial advisors who complete WealthCounsel’s certification program).

Stay Connected. Stay Informed.

Sign up to receive updates about upcoming learning opportunities, new estate planning resources, and exclusive offers tailored to financial advisors.

This month only, join and get a free registration to Estate Planning Bootcamp for Advisors—limited to the first 50 advisors

Take Advantage of Offer

*Listing on EstatePlanning.com contingent upon successfully completing WealthCounsel’s Certified Trust & Estate Wealth Advisor certification program.