Maximize Your Impact At Estate and Trust Planning Conference 2025
The Estate and Trust Planning Conference 2025, scheduled for July 10 at the Andaz San Diego by Hyatt, brings together senior professionals from law, finance, accounting, and wealth management to address key legal and regulatory updates, IRS priorities, and cutting-edge strategies in estate and trust planning. It’s a highly regarded event for advisors, fiduciaries, tax planners, and legal professionals working with high-net-worth clients and multigenerational wealth.
Decision-makers attend this conference to evaluate advisory strategies, manage financial risk, and stay current on rule changes impacting estate tax relief and trust administration. Attendees are typically partners at law firms, managing directors at family offices, trust officers at national banks, and wealth strategists from leading financial institutions. They have direct responsibility for client advisory, regulatory compliance, and tax mitigation strategy.
Early outreach is essential for generating meaningful conversations with executives who influence long-term planning partnerships and advisory firm selection. With the enriched attendee list from Vendelux, your team can identify and connect with firm leaders, uncover planning focus areas, and seat your offerings early in the advisory pipeline.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The attendee list from Estate and Trust Planning Conference 2025 offers valuable visibility into the professionals shaping client portfolios and advising on intergenerational wealth strategies. Legal vendors, tax software providers, wealth-tech platforms, and niche service firms can use this enriched list to narrow in on the right roles within law firms, accounting groups, and financial institutions.
Use verified attendee data to segment contacts by seniority and function—for example, trust litigation vs. transactional planning. Customize messages around the current regulatory climate or tax reform concerns. Firms offering estate planning tools or fiduciary support can use job titles and firm names to offer timely demos or consultations before the event.
With accurate emails and phone numbers included, your team can reach high-level decision-makers months ahead of the event. By booking early meetings with partners or directors, you’ll position your team to have impactful in-person discussions. After the conference, re-engage prospects with direct insights tied to updates from key sessions or feedback shared onsite.
Using Vendelux’s enriched conference attendee list translates directly into how to get more meetings and how to follow up effectively after the event—backed by data and intent at the individual level.
Timing Is Everything
The Estate and Trust Planning Conference takes place on July 10, 2025. With the event now two months away, the optimal time to begin outreach is now. Law firm partners and financial executives often build their schedules in advance—Vendelux gives sellers the ability to align outreach strategies with the confirmed attendee list.
Starting now lets your team start booking conversations while budget owners are actively investigating new services, software, or advisory tools in light of recent IRS guidance and legal changes. Early alignment also gives your messaging more relevance and timing, helping you stand out among end-of-quarter outreach from competitors.
What’s Included In The Estate and Trust Planning Conference 2025 Attendee List?
Vendelux provides a clear view of each executive expected to attend through event organizer data and predictive modeling. Clients can upload target accounts and use Vendelux’s matching tools to pinpoint which of their key prospects will be on-site.
Each enriched contact record in the attendee list includes first and last name, job title, company name, company website, city, state, and country, as well as LinkedIn profile, verified email addresses, and phone numbers where available.
Where Is Estate and Trust Planning Conference 2025?
The event will take place at Andaz San Diego, by Hyatt, in San Diego, California, United States.
When Is Estate and Trust Planning Conference 2025?
The Estate and Trust Planning Conference 2025 is scheduled for July 10, 2025.
What Type Of Event Is Estate and Trust Planning Conference 2025?
This is a professional conference focused on wealth planning, legal strategy, trust management, and tax law. The event includes keynote presentations from legal experts, government officials, and private-sector leaders. Attendees can expect technical panels, financial workshops, and networking discussions centered on navigating estate law developments and optimizing client wealth strategies.
How Many People Attend Estate and Trust Planning Conference 2025?
The conference is expected to attract several hundred senior-level attendees primarily from the United States. These include managing partners, CFOs, wealth advisors, and high-ranking professionals from law firms, banks, and fiduciary service providers.
