Trustate’s Post

Are you looking to deepen your understanding of deed types in trust transfers? 📜 Join our next free webinar, designed to provide essential insights on a topic that often confuses clients and practitioners alike, and find out how Trustate can help. Trustate founder and CEO Leah Del Percio will host the next installment of our Back to Basics series on Wednesday, November 6, at 1 pm ET. Don’t miss the chance to equip yourself with the knowledge and tools that streamline processes, helping you work smarter for your clients. https://lnkd.in/e-xiT8v2 #estateplanning #estateadministration #lawyersoflinkedin #deeds #trusts #trustsandestates

Is a Source of Funds strategy on your to do list for 2024? If not, it ought to be. Not sure how to get clients and your fee earners to embrace it? Join us and Tom Lyes, Head of Legal from Armalytix to find out how to: - Replace long-winded manual processes - Improve client experience - Give your fee earners the information they need to make fast, accurate decisions Digital Source of Funds are faster, more effective and better for internal teams and clients alike. But how do you get your teams to embrace the change to reap the benefits? When: 1st Feb 2024 at 10am Book your place on our webinar today > https://lnkd.in/e5jyAWkY #SourceOfFunds #LegalTech #OnboardingTechnology

Stay connected with the Private Client Network! 🌐 By subscribing to our email list, you'll receive weekly tips, event schedules, and the latest updates—right in your inbox. No spam, just meaningful insights and exclusive opportunities to grow your network. Don’t miss out on the chance to stay ahead in the private client world. 📬 Sign up: https://buff.ly/49c4GuE #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice

Not a member yet? 🤔 Join the Private Client Network! Sign up today and unlock exclusive access to our upcoming events, connect with like-minded professionals, and expand your network like never before. Become a part of something special: https://buff.ly/3rhwOvd #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice

🚀 Grow Your Practice with Confidence Ready to take your financial advisory practice to new heights? Lawsons Network provides the resources, guidance, and community you need to grow your business with confidence. From regulatory support to business development strategies, we’ve got you covered. 🌱 Join Lawsons Network and watch your business thrive. #FinancialAdvising #BusinessGrowth #LawsonsNetwork #IFA #IFANetwork

Eric Steubs and I share a passion for helping independent practices achieve financial success. Today, we had an on-site visit to a practice that was experiencing a drop in revenue due to their biller being unable to keep up with the practice's volume. The practice owner agreed to have UnisLink conduct a revenue cycle assessment to gain a better understanding of what is happening across the revenue. We are confident that our expertise will help this practice get back on track and achieve the financial success they deserve. #RevenueCycleAssessment #IndependentPractices #FinancialSuccess

🚀 AdvisorLaw's RIA Formation Week Is LIVE — January 15th to January 19th! Launch your RIA with us and unlock a $1,500 compliance credit. Navigate regulatory nuances, embrace independence, and prioritize client interests. Join the growing trend of advisors choosing the RIA model. Say goodbye to FINRA constraints and hello to a dynamic and expanding market. Act fast — this credit lasts only a week! Contact our team today to secure your spot!  #RIAFormationWeek #AdvisorLaw #FinancialAdvisors #RIAModel

Nate Fisher emphasizes the importance of staying connected with clients, especially for those investing out of state. Trust us to be your boots on the ground! 👞 #realestatecommunication #clientcommunication #realestateinvesting #outofstateinvesting #trust #bootsonground #realestateteam #realestateservices #communicationiskey #investmentproperty

Simplify estate management with MonkeyLMS. From easy file uploads to narrative updates and user-specific permissions, our platform empowers executors to fulfill their fiduciary responsibilities efficiently. Get started with our 30-day free trial: https://lnkd.in/gZ4h94G2 #EstateManagement #DocumentStorage #EstatePlanning

🚨Webinar Alert!🚨 Register TODAY for our new webinar about Securing Your Digital Legacy! 💻📱 During this webinar, you will learn about what a digital asset is and the 4 categories of digital assets, why you need to organize your digital asset information, best practices to organize your digital assets, and what happens when you do not organize your information. To register, click the link below or visit the events page on our O'Connell Law website: https://lnkd.in/e6BmYKyC #OConnellLaw #EstatePlanning #Webinar