Your client deserves a legacy that makes an impact for generations to come — right here is the place to start.

Step 1: Attract Clients

By utilizing our marketing materials for legacy planning, you can attract the attention of your clients and communicate the value of partnering with your team. In order to maximize the impact of your marketing, each of the following resources can be branded with your firm's logo and contact information.

Client Video

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Client Brochure

Coming soon

Client Letter

Coming soon

Step 2: Fact Finder

Are you ready to connect with our team of advanced planning experts? By completing our Legacy Planning fact finder, our team will help you find the right strategy for your client's situation.

Resource Library

If you are interested in learning more about a specific planning strategy within this area, you can access our extensive library of educational materials.


We're here to help! Contact our Case Design team at (800) 356-1167, option 4, Monday-Friday from 8:00 AM to 4:30 PM. You can also email Case Design at anytime at casedesign@pinnacleifs.com