Trusts & Estates
2024 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week is coming soon! This year, our complimentary marketing package focuses on helping clients plan for major life events: birth, marriage, divorce, inheritance, homeownership, and the death of a loved one. Download our free, customizable package to engage with your clients and prospects on these important topics.
The package includes the following documents:
- Client letter
- Three blog posts
- Client presentation
- Divorce checklist
- Social media post
Fill out the form on this page to download the complimentary marketing package!
BOOST YOUR PRACTICE WITH MARKETING SOURCE
Get monthly newsletters, blog articles, and social media posts delivered right to your inbox that you can use to engage with your clients, prospects, and referral sources.
Marketing is one of the most important parts of your law practice, but creating intentional content takes time and expertise to do it effectively. A Marketing Source subscription from WealthCounsel is your solution. Marketing Source delivers expertly crafted blog posts, letters, presentations, graphics, and social media posts to you every month to aid your marketing efforts.
Click here to learn more about the benefits of a Marketing Source subscription.
Complete the form to get your package
Related Resources
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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WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
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