Map Out A New Revenue Opportunity

Learn the estate planning fundamentals to grow your practice.


Estate Planning Essentials is an intensive one-day course where you’ll discover the tools and techniques needed to establish and run a successful estate planning practice. You’ll learn how to attract and retain your first five estate planning clients, work within Wealth Docx® by drafting your own estate plan, and leave the course with a sample client binder. In addition to the Estate Planning Essentials one-day course, you’ll receive access to WealthCounsel’s online training modules for three months—totaling up to 34 MCLE hours.

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