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Estate Planning

: Wills, Trusts & Estates Prof Blog

Increasing Popularity of Client Maintenance Programs Among Estate Planners

By Trusts EstatesProf

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When WealthCounsel conducted its 3rd Annual Industry Trends Survey, nearly 1/3 of estate planners said that they would like to add ?client maintenance programs? to their business model. Such programs provide certain services on an annual basis as a method...

Full post as published by Wills, Trusts & Estates Prof Blog on June 03, 2010 (boomark / email).

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