Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their firms.
The guide helps practitioners increase brand awareness, share thought leadership, and communicate estate planning strategies to clients. “Firms can use the Estate Planning Guide to build awareness of their estate services, connect with customers and prospects, and reinforce their reputation for estate-planning expertise,” said Keith Haurie, vice president of emerging products at the Tax & Accounting business of Thomson Reuters. “It also helps them show clients how to minimize estate taxes and achieve wealth transfer goals.”
The guide has been updated with the latest U.S. tax legislation and is available in new online and email formats, as well as in print and PowerPoint formats.
All formats can be branded with a firm’s logo and personalized with its contact information.
The new online WebEstateGuide is designed for a firm’s Web site and features a personalizable splash page and quick, easy navigation. The guide is automatically updated online when tax laws change to keep its content current.
The new email Flex-E-EstateGuide features a customizable HTML template that links to WebEstateGuide (included) and comes with email list management, distribution, and tracking tools.
Selecting the Best Estate Planning Strategies is a 32-page full-color print booklet that can be branded with a firm’s logo and customized with other information.
Estate Seminar-in-a-Box offers a PowerPoint seminar presentation, with editable speaker notes and slides. It provides practitioners an easy way to create image-enhancing seminars on estate planning.
The new guide communicates the importance, benefits and process of estate planning in a way that encourages clients and prospects to contact the firm for more information or assistance.
The Estate Planning Guide is available under Thomson Reuters’ PDI Global brand. For more information, visit
