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Resources for your estate planning

From advance medical directives, to divorce considerations, to choosing the right trust for loved ones, ACTEC Fellows share their expertise in the ACTEC Estate Planning Essentials video series. 

Expanding Your Knowledge

ACTEC offers resources to a wide range of wealth advisors, legal professionals, students, and the public.

  • Wealth Advisors and T&E Professionals

    Our trust and estate resources and educational materials provide lawyers, financial services professionals, and legal clients with valuable information at no charge.  

  • Law Associates & Students

    We support law associates and law students looking to advance their career in the trust and estate profession.  


  • 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.


ACTEC is the premiere trust and estate planning fellowship in the U.S., comprised of leading lawyers in all 50 states and 16 countries. Do you have the right stuff?

ACTEC Fellows Institutes

The Institutes offer a six-day program of intensive trust and estate education over a one-year period for third through sixth-year law associates. Programs are designed to develop the trust and estate profession’s future leaders through a series of in-depth educational presentations.

Florida Fellows Institute
Heart of America Fellows Institute
Mid-Atlantic Fellows Institute
New England Fellows Institute
Rocky Mountain Fellows Institute
Southeast Fellows Institute

Thank you to our sponsors

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