You’re one day away from transforming your practice and generating more revenue. Welcome to Estate Planning Essentials.

With WealthCounsel's exclusive one-day Estate Planning Essentials intensive, you can quickly (and easily) add estate planning to your practice to start making more money. You’ll learn the basics of estate planning law, how to work within Wealth Docx® by drafting your own estate plan, and leave the course with a sample client binder. In addition to the course, you’ll receive access to WealthCounsel’s online training modules for three months—and access 34 CLE hours.

You’ll learn

  • The workings of our guided interview process (so you can draft accurately)
  • The basics of estate planning law (so you can draft confidently)
  • How to incorporate WealthCounsel’s drafting tools into your workflow (so you can draft efficiently)

By the end of the day, you’ll have what you need to attract your first leads and convert them to satisfied (and referring!) clients.

Don't have your firm’s success rely on a single stream of revenue. Attend an Estate Planning Essentials course and learn how to increase client satisfaction, boost income, and protect your business from market fluctuations.

Click on a location below to register for a course near you.

March 26, 2019 | Chicago, IL May 16, 2019 | Washington, DC September 5, 2019 | Detroit, MI November 7, 2019 | Dallas, TX
March 28, 2019 | Boston, MA May 30, 2019 | Atlanta, GA September 19, 2019 | Minneapolis, MN November 21, 2019 | Portland, OR
April 16, 2019 | New York, NY June 13, 2019 | Phoenix, AZ October 11, 2019 | South Bend, IN December 5, 2019 | Philadelphia, PA
April 18, 2019 | Miami, FL June 27, 2019 | Denver, CO October 24, 2019 | Seattle, WA December 19, 2019 | Houston, TX