The Future of Estate Planning
Join us every Tuesday at 11:00AM PST / 2:00PM EST as we discuss:
What you will learn
The financial plan is incomplete without an estate plan. How do I get my clients to finish theirs?
It all starts with educating your clients on the differences between Wills vs. Trusts. The decision is theirs.
How do I get paid for estate planning services at my firm? How do I charge my clients for this?
Visual Estate Plan Summaries, amendments, Power of Attorney, and more!