Secure Your Future in Legacy Planning

Join us for a powerful one-day summit created exclusively for financial, legal, and executor advisors looking to deepen their expertise in legacy planning and position their practice for long-term success.

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 need to stay ahead of the curve — and build enduring, future-ready practices. Whether you're guiding families through multi-generational planning or shaping the future of your own advisory business, this summit offers practical ideas, strategic inspiration, and meaningful connections.