Resource Center

The ACTEC Resource Center
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The American College of Trust and Estate Counsel is committed to improving the trust and estate profession through life-long learning. Our trust and estate resources and educational materials provide valuable information for lawyers, professors, and financial services professionals.

DIVERSITY RESOURCES

The Planning for a Diverse and Equitable Future video series strives to foster understanding by discussing issues surrounding racism, sexism, and discrimination in all its forms and by offering recommendations to address and combat inequalities.          

WEALTH ADVISOR RESOURCES

ACTEC recommends that trust and estate practitioners, wealth planning professionals, law associates and law students bookmark this page for easy access to T&E information.

RESOURCES FOR LAW ASSOCIATES & STUDENTS

ACTEC recognizes that associates and law students are the future of the trust and estate profession, and provides resources and programs to encourage development in trust and estate areas of the law.

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ACTEC TRUST AND ESTATE TALK

ACTEC Trust and Estate Talk are free weekly podcasts made available for ACTEC Fellows and the public. The series offers wealth planning professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. 

ACTEC ESTATE PLANNING ESSENTIALS

ACTEC Fellows answer general estate planning questions in this video series, including effectively managing and transferring wealth, including elements like wills, trusts, tax planning, and beneficiary designations.

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PUBLICATIONS

Access our publications such as the ACTEC Law Journal, The Advance Directives: Counseling Guide for Lawyers, Engagement Letters, Rules of Professional Conduct and more.

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Latest Estate Planning Podcasts