The Future of Estate Planning

Join us every Tuesday at 11:00AM PST / 2:00PM EST as we discuss:

How to help your clients finish their estate plan

How to get paid for estate planning services

How to avoid unauthorized practice of law

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What you will learn

Estate Planning Procrastination

The financial plan is incomplete without an estate plan. How do I get my clients to finish theirs?

Avoid Unauthorized Practice of Law

It all starts with educating your clients on the differences between Wills vs. Trusts. The decision is theirs.

Fee Structures

How do I get paid for estate planning services at my firm? How do I charge my clients for this?

The Estate Planning Lifecycle

Visual Estate Plan Summaries, amendments, Power of Attorney, and more!