National Estates & Legacies Summit 2027

The National Estates & Legacies Summit unites top thought leaders, educators, and industry experts to explore the strategies, structures, and conversations driving meaningful intergenerational estate transfer. From complex estate planning scenarios to the evolving expectations of today’s clients, this event delivers the insights, tools, and frameworks needed to stay ahead of the curve — and build future-ready practices.

Learn how to deepen client relationships, discover high net worth prospects, attract and keep the next generation and make estate planning a core growth driver in your business.

Whether you're guiding families through multi-generational planning or shaping the future of your own advisory business, this summit offers business development strategies, practical ideas, strategic direction, and meaningful industry connections.

Don't miss out in 2027. Please register below to reserve your spot!