Estate Planning Excellence Award
Celebrates estate planning attorneys and firms that champion charitable giving, help clients create lasting legacies, and direct resources toward meaningful community impact.
Nominator:
Person submitting the nomination
Full Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
*
Nominee Information
Please indicate details about your nominee
Estate Planning Firm Name
*
Estate Planning Firm Primary Contact Person
*
Estate Planning Firm Primary Contact Email Address
*
Estate Planning Firm Phone Number
*
Estate Planning Firm Address
*
Award Nomination Form
Please answer the following questions carefully and thoroughly. Your responses will help us understand the nominee’s impact and alignment with the selected award category. Be specific, provide examples where possible, and focus on the meaningful outcomes of their work.
How does your firm integrate philanthropy or charitable giving into your estate planning services?
*
What partnerships or collaborations have you built with nonprofits or community organizations to support local causes?
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What measurable outcomes reflect your impact (e.g., charitable funds established, client donations directed, community initiatives supported)?
*
Submit
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