Trusts & Estates
2022 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week is just around the corner! This year, our complimentary marketing package focuses on Americans’ fastest-growing (and most complicated) asset: their digital legacy. Download the customizable package for free to start engaging with your prospects, clients, and referral sources about the importance of planning for digital assets.
The package includes the following documents:
- Two customizable blog posts
- Client letter
- Advisor letter
- Social media posts
- Digital asset infographic
Complete the form to get your free guide
Related Resources
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
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WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
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WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
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