A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Trusts & Estates Attorneys
Best Selling Research Reports
    Date Published: TBD
    Estimated to be 300 Pages

    The purpose of this report is to provide readers with an initial understanding of the specific business practices of trusts & estates attorneys by summarizing the learnings from Tiburon's estate attorney benchmarking tool. Tiburon recently introduced ten additional financial advisor benchmarking tools to join its three long successful tools. A tool dedicated to trusts & estates attorneys was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must read. This survey is ongoing and can be found at www.LawyerBestPractices.Com (soon to be changed). The report is appropriate for both vendors and trusts & estates attorneys themselves.

    Being written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.

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    Research Report
    Table of Contents
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    Appendix
    Research Report
    Media Access

    Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.

    Research Report
    Key Findings
    Research Report
    Power Point Deck
    Research Report
    Executive Summary
    Research Report
    Excel Data Sheet
    Research Report Orders
    All Tiburon Research Reports cost $5,000, delivered electronically, and can be shared internally at your company.

    Clients can order Research Reports online and select bill me upon delivery. Research Report invoices follow receipt of report and are payable in 30 days. The online order form will soon accept credit card payments.

    If you are having difficulties ordering the report online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.