Learn, draft, and grow your estate planning or elder law practice with intelligent solutions developed and maintained by attorneys, for attorneys.
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If you're attending the Contra Costa County Bar Association Annual MCLE Spectacular, make sure to find Victoria at the WealthCounsel table! We’re here to show you how our robust drafting software and practice-building resources can help grow and streamline your firm.
ALT A person is standing behind a table at a WealthCounsel booth. The table displays brochures, pens, and candy. Banners promote cloud-based software, education, community, and support. In the background, there is a courtyard with tables and umbrellas.
WealthCounsel members get access to comprehensive estate planning software, CLE opportunities, and a nationwide peer network. Stop by our booth at the Annual Seattle Estate Planning Seminar to connect with Travis and learn more about the benefits of becoming a member!
With the new Summaries and Flowcharts tool, WealthCounsel members can effortlessly upload a will or trust to generate an easy-to-understand breakdown of the document and a visual flowchart showing how the pieces fit together. Book a demo to learn more: wealthcounsel.com/schedule-d…
What happens when Medicaid must be reimbursed? Read this article written by WealthCounsel’s Zach Bloxham to learn how Medicaid payback works and how you can help protect your clients’ legacies. bit.ly/4z0VIvV
Ready to connect with fellow WealthCounsel members practicing in your state? Sign up for one of this month’s state forum meetings! Learn more about upcoming meetings here: bit.ly/3vnVRyt
Compressed trust income tax brackets can mean irrevocable nongrantor trusts present a potential major tax burden. This article explores strategies for maximizing trust income tax efficiency, ensuring optimal tax outcomes for irrevocable nongrantor trusts. bit.ly/48iV3uE
Creighton is in Indiana this week at the 52nd Annual Notre Dame Tax & Estate Planning Institute! Whether you have questions about how WealthCounsel can support your practice or simply want to learn more about our software and estate planning resources, be sure to come say hello!
Consistent marketing builds momentum over time, laying the foundation for lasting growth. With a Marketing Source subscription, you get attorney-crafted, ready-to-use marketing content to effortlessly connect with clients and referral sources. Learn more: bit.ly/3Vx2usG
Does drafting documents consistently take more time than it should? The issue may not be your workload, but your workflow. Discover how your firm can eliminate bottlenecks and free up more hours each week in our latest article. bit.ly/4e1uA8o
Does drafting documents consistently take more time than it should? The issue may not be your workload, but your workflow. Discover how your firm can eliminate bottlenecks and free up hours every week to focus on the work that matters. bit.ly/4e1uA8o
Explore the latest issue of the WealthCounsel Quarterly, the legal magazine for estate planning and elder law attorneys. Subscribe today to access the complete digital issue for free! bit.ly/3VvzbWr
Elder Law Immersion Camp provides the tools and knowledge needed to begin practicing elder law competently while earning 16.25 CLE credits! Learn more: bit.ly/4Brypxv
We’re having a fantastic time connecting with attorneys at the Stetson University College of Law’s National Conference on Special Needs Planning and Special Needs Trusts! Stop by our booth to chat with Brock and Tom, check out our resources, and enter our Amazon gift card raffle!
Looking to reengage former clients, reach new prospects, strengthen referral partnerships, or just boost revenue? This year’s #EstatePlanningAwarenessWeek marketing materials make outreach effortless. Download your free package today! bit.ly/4dCOVkc
#EstatePlanning
To help you stay informed, we have highlighted some noteworthy legal developments and analyzed how they may impact your practice. Read the October Current Developments article! bit.ly/4hP5w6Twc
Join us in November for the next Estate Planning Bootcamp to build foundational knowledge, understand core planning strategies, and gain the practical insights needed to successfully launch or expand your estate planning practice. Register today: bit.ly/4zCR0VM
#EstatePlanningAwarenessWeek is here! This is your opportunity to connect with and educate clients, prospects, and referral sources—and turn it into new business. Download the four client-ready pieces to raise awareness (and your revenue): bit.ly/4dCOVkc
#EstatePlanning
Traditional burial is on its way out. Are you ready to advise clients on what’s taking its place? Attend our free webinar with Tanya Marsh on November 4 to learn about emerging disposition options and which methods are legal in each state. Register here: bit.ly/4B9Bnqv
Led by seasoned special needs planning attorneys and financial professionals, the Special Needs Planning Immersion Camp is a comprehensive, CLE-eligible program that delivers practical special needs planning strategies you can apply immediately.
Register: bit.ly/4y3xHVq
