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Client estate planning guides and seminar are powerful content marketing tools for CPAs, lawyers and financial advisors

Want to boost brand awareness, promote your estate planning services and strengthen relationships with clients, prospects and referral sources? Use the PDI Global estate planning guide and seminar presentation to nurture clients, generate leads and grow your business. Updated for recent changes in tax laws, these versatile content marketing and client communication tools give you an easy, cost-effective way to inform business owners, professionals, high-net-worth individuals and others about the process and benefits of estate planning.

Designed for use by accountants, lawyers, trust officers, insurers and financial planners, our brand-ready estate planning guide is available in print and electronic formats to maximize reach, impact and ROI:

  • Online estate planning guide All you do is post a link to this electronic estate planning guide on your website, and we automatically update it when tax law changes affect it.
  • Email estate planning guide Use this personalizable HTML email template to push out our online estate planning guide via an email tracking and distribution system you can use for other purposes, too.
  • Print estate planning guide This 24-page, 8.5 x 11″ booklet features space on the outside and inside covers to brand with your logo and personalize with a welcome letter, firm profile, partner bio or other information. It’s also available in PDF format to post on your website.
  • PowerPoint® estate planning seminar This customizable presentation — complete with speaker notes — enables you to conduct estate planning seminars quickly, easily and cost-effectively.

Also, download our free white papers on professional services marketing (see sidebar) for ways to maximize your guide’s effectiveness.

Proven estate planning marketing tools

The professionally written content of our estate planning guide and seminar program positions you as a thought leader, differentiates your firm from competitors and encourages contact for service or more information. Topics covered include:

  • Wills and trusts
  • Heir and executor selection
  • Succession planning and family business issues
  • Life insurance and asset protection strategies
  • Marital deduction and community property issues
  • Strategies for special situations
  • Gifting and charitable contributions

The image-enhancing designs include areas to brand with your logo and contact information. Plus, these proven practice development tools save you time and effort, so you can focus on serving clients and building your practice.

Put them to work for your firm

To learn more about our estate planning guide and seminar program, please click on the links above, call us at 866-240-8477 or contact us.

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