Innovate or Die

The three big disrupters affecting the future of the estate-planning lawyer



By Timothy J. Belber, Ian McDermott & John A. Warnick 


About a year before his death in 2017, Dennis Belcher, past president of the American College of Trust and Estate Counsel, delivered a lecture entitled, “Do We Need a Canary or Did the Canary Stop Singing and We Missed It?” Dennis compared the estate-planning practice to the rigors of coal mining. Miners used a yellow canary to warn them of lethal gases. If the canary stopped singing, it signaled danger, and the miners needed to respond immediately or risk losing their lives. 


Download the article to learn more.


Request FREE Article



About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 


Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration


To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.