Make your data point count! Take the Survey.

Join hundreds of estate and business planning attorneys and wealth management professionals from across the nation who will participate in this important survey sponsored each year by The WealthCounsel Companies and Trusts & Estates Magazine. 

If you are an estate or business planning attorney, CPA, trust officer, financial planner, wealth advisor, registered representative, elder law practitioner, insurance professional, etc., we urge your participation.
 
As a participant, you will automatically be entered into a sweepstakes drawing with the chance to win more than $5,000 in incentive prizes, as summarized below.  Plus, you will be emailed an advanced copy of the findings prior to public release.  Key findings will be published in the January 2013 issue of Trusts & Estates Magazine.

To access copies of survey findings from 2007, 2008, 2009 2010, and 2011, click here.

Seven Chances to Win More than $5,000 in Incentive Prizes!
  • First Prize: Choice of an iPad or a $500 VISA card, plus paid tuition for two to the 2013 Planning for the Generations Symposium in Denver, CO, July 24-26, 2013 (Combined value of $2,290!).
     
  • Second Prize: Three chances to win full tuition to the 2013 Planning for the Generations Symposium, (valued at $895 ea.).
     
  • Third Prize: Three chances to win a $100 VISA card.
Click here for contest rules.

Take the Survey ▶