Maximize Your Impact At Heckerling Institute on Estate Planning 2026
The Heckerling Institute on Estate Planning 2026 is set for January 12 at the Orlando World Center Marriott in Orlando, Florida. As the premier event for trust and estate professionals in the United States, this conference attracts attorneys, wealth managers, fiduciaries, tax specialists, and insurance advisors who operate at the highest level of planning and administration. It’s a strategic venue where senior decision-makers discuss evolving regulations, wealth transfer structures, and cross-border planning strategies that influence client portfolios worth millions.
This conference is more than an academic forum—it’s where vendors, consultants, and solution providers engage face-to-face with key advisors who shape financial, legal, and intergenerational decisions for high-net-worth families and institutions. Access to the enriched attendee list enables teams to identify the right conversations to start early, ensuring a presence in the dialogue as budgets, partnerships, and technology evaluations are being considered. Early targeting of this niche, but influential, audience gives companies a major advantage in an industry where credibility and trust are everything.
How Sales, Marketing And Revops Teams Can Use This Attendee List
Estate planning firms and financial services providers attending Heckerling are precise in their needs and often operate on longstanding relationships. Using the Vendelux enriched conference attendee list gives your team the intelligence needed to approach this audience with relevance. Segment attendees by legal specialty, financial role, or type of firm to tailor messaging that aligns with specific planning concerns or client types.
For sales and marketing teams, the ability to identify senior partners, managing directors, or tax advisors across regional or national practices means outreach can be personalized and based on firm structure and client focus. Book early meetings with professionals who own or influence purchasing for legal software, tax solutions, or research platforms. After the event, use attendee data to follow up in ways tied to conversations from panels or emerging issues discussed on-site. This is how to get more meetings and turn conference attendees into long-term partners.
Timing Is Everything
Heckerling Institute on Estate Planning 2026 takes place on January 12, 2026. Outreach in Q3 and early Q4 of 2025 positions your team ahead of the planning curve, as many attendees begin to align their schedules and budgets months in advance. With Vendelux, teams can identify top-tier prospects as soon as they appear on the attendee list and begin relationship-building before competitors reach their inbox.
Aligning outreach with the conference timeline means more strategic meetings on-site and stronger post-event follow-through. The earlier your messages reach budget influencers, the more likely you are to secure a spot in their planning process—not just their calendar.
What’s Included In The Heckerling Institute on Estate Planning 2026 Attendee List?
Vendelux provides visibility into professionals expected to attend through organizer data combined with predictive insights. Clients can upload their target account list and instantly see matching attendee profiles from the event.
The enriched list contains first and last name, job title, company name, company website, city, state, and country, LinkedIn profile, verified email address, and phone number when available.
Where Is Heckerling Institute on Estate Planning 2026?
The event will be held at the Orlando World Center Marriott in Orlando, Florida, United States.
When Is Heckerling Institute on Estate Planning 2026?
Heckerling Institute on Estate Planning 2026 is scheduled for January 12, 2026.
What Type Of Event Is Heckerling Institute on Estate Planning 2026?
Heckerling is an annual conference focused on estate planning, tax law, and fiduciary administration. It includes technical panels, plenary keynotes, breakout sessions, and continuing legal education opportunities. The event is known for high-quality networking among law firms, financial advisors, and trust officers.
How Many People Attend Heckerling Institute on Estate Planning 2026?
The 2026 event is expected to draw over 3,000 attendees, primarily from the United States, with a concentration of senior attorneys, managing directors, CPAs, and decision-makers from law firms, banks, and wealth management practices.
