Map Out A New Revenue Opportunity

Learn the estate planning fundamentals to grow your practice.

Estate Planning Essentials is a one-day intensive where you’ll learn the tools and techniques to establish and run a successful estate planning practice. You’ll discover how to attract your first leads and convert them to satisfied (and referring!) 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 course, you’ll receive access to WealthCounsel’s online training modules for three months—totaling up to 34 CLE hours.

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