Eastern Bankshares, Inc. (NASDAQ Global Select Market: EBC) is the stock holding company for Eastern Bank. Founded in 1818, Boston=based Eastern Bank is Greater Boston's leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110 locations serving communities in eastern Massachusetts, southern and coastal New Hampshire, Rhode Island and Connecticut. Eastern provides a full range of banking and wealth management solutions for consumers and businesses of all sizes including through its Cambridge Trust Wealth Management and Private Banking divisions, and takes pride in its outspoken advocacy and community support that includes more than$240 million in charitable giving since 1994. An inclusive company, Eastern is comprised of deeply committed professionals who value relationships with their customers, colleagues and communities.

In-A-Bind has been working with WealthCounsel since its inception in supplying its Members with high end binders and tabs to assist with creating a Professional presentation. We offer both stock items as well as custom binders, tabs and folders. We recently merged with K&L Looseleaf, who has been our primary manufacturer over the last 15 years. If you are in need of any marketing products, please let us know.

The Ultimate Estate Planner, Inc. was formed by fellow WealthCounsel attorney, Philip J. Kavesh, in September 2004 to provide practical, tested and proven technical, practice-management, and marketing products to help estate planning professionals of all kinds - - attorneys, financial advisors, CPAs, and life insurance agents - - throughout the country build their practices. All of the products, programs, and services available through The Ultimate Estate Planner are provided by practitioners who have successful estate planning practices and who are actually in the trenches, working with clients and running their own businesses. The Ultimate Estate Planner came out of a long-time aspiration of Phil’s to give back to the estate planning community and save his fellow colleagues a great deal of time, expense, and headaches of having to learn by trial-and-error. The Ultimate Estate Planner helps give estate planners the resources they need to provide their clients with the best possible estate planning available. They have since expanded their services to include coaching and ongoing mentoring to help estate planning attorneys develop their law practices to eventually be able to phase down and retire and/or sell it one day!