L

L

• Marketing Education     • Website Design     • Brochures     • SELECT® Newsletters     • Marketing Campaigns

Toll-Free Phone & Fax:
1-877-352-2021

Review Our Current Marketing e-Newsletter
Planning a marketing campaign? Our free monthly e-newsletter can help! Every issue includes useful marketing and practice management information, and a client spotlight featuring strategies that have made our clients successful! 
Sign Up Here

Free Listserv
Join our free on-line discussion focusing on marketing & practice management for the trusts & estates attorney.

SELECT® Newsletters
Design your own  full-color newsletter for clients, prospects & professional referral sources.

Websites & Internet
Marketing
Websites and e-newsletters give you a powerful internet marketing advantage.
Websites and e-newsletters give you a powerful internet marketing advantage.

Ready-to-Print
Estate Planning
Brochures
You want a brochure that will invite readers inside, hold their interest with relevant content about challenges they face, and motivate them to seek counsel. That's what these brochures deliver! 

Practice Development Workshops
Our next Practice Development Workshop, April 24 & 25, will be at The Embassy Suites on the Country Club Plaza in Kansas City. Our focus will be on Harnessing Collaboration and Marketing to the Business Owner Client. 

Workshop
Presentations on CD
Powerful marketing campaigns for prospects, clients and professional referral sources.  

The Estate Protection Plan
A complete, plug-n-play marketing campaign to reach the Mass Affluent where they spend most of their time -- at work.

Top Ten Fatal Estate
Planning Mistakes
Here is the powerful client and advisor workshop you have been asking for -- focusing on the "true issues" of estate planning, and some of the "most popular" mistakes made by people at all levels, including business owners and the mass affluent as well as the highly affluent. 

Company News

Will Your Estate Planning Practice Thrive No Matter What
Happens to the
Federal Estate Tax?
Integrity Marketing Solutions last year completed an in-depth survey of estate planning attorneys on the practice management challenges posed by ongoing reform (or repeal) of the federal estate tax. Results of the survey were published January 2, 2006 in Lawyers' Weekly USA, and presented in San Diego at the Southern California Tax & Estate Planning Forum. Learn what your colleagues are saying about the future of estate planning in an era of radical change.

READ the article from Lawyers' Weekly USA
(Adobe Acrobat file)

Contact Us: info@estateplanningpartners.com

1. Do you think Congress will repeal or phase out the Federal Estate Tax this year?
   Yes -- 51%; No -- 49%

2. Are you concerned about how repeal of the estate tax would affect your practice?
   Yes -- 73%; No -- 26%

3. If the estate tax is repealed (or phased out), will you leave the practice of estate planning?
   Yes -- 7%; No -- 93%

4. If the estate tax is repealed (or phased out) will your practice transform to include more of the following activities?
   Estate, Trust & Probate Administration -- 80%
   Elder Law -- 38%
   Financial/Investment Services -- 26%
   Probate Avoidance Planning -- 63%
   Business/Corporate Law -- 48%
   Contested Estate Litigation -- 25%
   Other -- 18%

5. Do you see significant estate planning opportunities even if the estate tax is repealed?
   Yes -- 76%; No -- 20%

6. Do you have a plan for the growth/survival of your estate planning practice if the estate tax is repealed?
   Yes -- 52%; No -- 48%

7. Have you contacted your senators or congressmen regarding the issue of estate tax repeal/reform?
   Yes -- 16%; No -- 84%

8. How long have you been practicing in the field of estate planning?
   <5 years: 17%
   5 to 7 years: 16%
   7 to 10 years: 11%
   10 to 15 years: 20%
   15 to 20 years: 7%
   more than 20 years: 26%

9. What is your average annual revenue from estate planning?
   <$100,000: 23%
   $100,000 to $200,000: 33%
   $200,000 to $300,000: 14%
   $300,000 to $400,000: 8%
   $400,000 to $500,000: 3%
   >$500,000: 8%

10. Please indicate the size of your firm:
    Solo practice: 47%
    Boutique with <5 attorneys: 19%
    Small firm with <15 attorneys: 8%
    Mid-size firm with >15 but <50 attorneys: 3%
    Regional firm with 50 or more attorneys: 13%
    National firm with 100 or more attorneys: 5%