Written by Jill Roamer, JD, CIPP/US

Attorneys receive training in many areas—legal writing, oral argument, marketing, and business operations—but they are rarely trained on how to talk to clients about death, disability, and decline. Knowing how to communicate effectively with your clients about these topics will help them feel more comfortable, increase their trust in you, and likely lead to higher client retention. 

Estate planners have needs and concerns that change each year. That is why WealthCounsel teamed up with Trusts & Estates magazine and Informa Engage to conduct an annual survey of more than 500 estate planning professionals. 

This year’s major topics included cryptocurrency and nonfungible tokens (NFTs); referral sources; and the upcoming sunset of the Tax Cuts and Jobs Act. Read on for details about the survey results.

Many participants of the Great Resignation decided to not only leave their jobs, but to also start their own businesses. Business startups surged 53 percent last year to 5.4 million, the highest number on record of any year. These new business owners need help with legal documents and business planning, providing attorneys with a new source of clients. Even if estate planning is your focus, understanding how to help new and aspiring business owners can grow your practice. Keep reading to learn more about how to reach and serve these potential clients.