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

Use PDI Global’s estate planning guides and seminar presentation to boost brand awareness, promote your estate planning services and strengthen relationships with clients, prospects and referral sources. Updated with the provisions of the American Taxpayer Relief Act of 2012, 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:

1. 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.
2. 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.
3. Print estate planning guide This 32-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.
4. PowerPoint® estate planning seminar This customizable presentation — complete with speaker notes — enables you to conduct estate planning seminars quickly, easily and cost-effectively.

Value-added extra

Whichever format of our estate planning guide you choose, you’ll also get for free our Tax Law Change Updates on important changes in the tax code. Use this informative content to support your marketing and client communication objectives by:

• Emailing them to clients and contacts,
• Posting them on your website and social media pages, or
• Printing them out to include in mailings, insert in proposals or use as handouts.

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 contents of our estate planning guides and seminar program position you as a thought leader, differentiate your firm from competitors and encourage 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 guides and seminar program, please click on the links above, call us at 866-240-8477 or email clientservice@thomsonreuters.com.