WealthCounsel Unveils New Advisors Forum for Estate Planning Excellence

WealthCounsel LLC, a leader in estate planning drafting solutions and education, has recently introduced the Advisors Forum, aimed at assisting financial advisors in mastering the intricacies of estate planning. This new membership program is designed to equip advisors with essential education, innovative tools, and a supportive community, making them invaluable resources for their clients' estate planning requirements.

The Advisors Forum features a well-structured curriculum, as well as a wide array of benefits intended to deepen the expertise of financial advisors, giving them a competitive advantage in the marketplace. A highlight of this membership is the opportunity to obtain the Certified Trust and Estate Wealth Advisor (CTEWA) designation. This prestigious certification validates an advisor’s knowledge across the various stages of the estate planning process, from preliminary planning to estate administration and beyond.

According to WealthCounsel’s CEO, Henna Shah, “Clients today are demanding a more comprehensive approach to financial guidance—one that transcends traditional investment strategies. The Advisors Forum equips financial advisors with the necessary resources and education to navigate the complexities of estate planning, ultimately strengthening their role as reliable multigenerational advisors. This not only amplifies their value to clients but also sets them apart in a saturated market.”

Key Benefits of Advisors Forum Membership

1. Professional Certification: Members can earn the distinguished CTEWA designation, allowing them to showcase their expertise and set their practice apart from the competition.

2. Comprehensive Education: The program includes monthly live webinars, an extensive library of on-demand resources, and bootcamps—all eligible for Continuing Education (CE) credits—helping members gain in-depth knowledge of estate planning.

3. Practice Tools: Advisors receive access to professionally developed materials such as checklists and diagrams that can be shared with clients, streamlining communications and enhancing perceived value in client interactions.

4. Exclusive Community: The forum fosters a network of advisors and attorneys nationwide, encouraging valuable referral opportunities and sharing of insights and best practices.

5. Directory Listing: Advisors who earn the CTEWA designation can expand their visibility with a listing on the renowned consumer resource site, EstatePlanning.com.

The Advisors Forum is positioned as a transformative solution for financial advisors aspiring to integrate estate planning into their offerings more effectively. By excelling in this critical area, advisors can extend their client service repertoire, draw in new clientele, and cultivate lasting, trusting relationships.

About WealthCounsel

With over 25 years of experience, WealthCounsel has been at the forefront of providing comprehensive legal document drafting software, education, and practice development solutions for estate planning attorneys. This new initiative marks a significant evolution, as they tailor their expertise to support financial advisors in developing a more holistic financial planning practice. By delivering innovative tools and ongoing educational resources, WealthCounsel is committed to empowering professionals to provide the highest quality of service to their clients.

For further details, please visit WealthCounsel.com.