Welcome to Estate Planning Essentials: 

Transform your practice. Generate more revenue. 


With WealthCounsel's exclusive one-day Estate Planning Essentials (EPE) intensive, you will learn how to create an additional stream of revenue by adding estate planning to your practice. You'll also learn the basics of estate planning law and explore the drafting possibilities within Wealth Docx® to get yourself ready to serve your first estate planning clients. In addition to the course, you’ll get access to WealthCounsel’s online training modules for three months—and access 34 CLE hours.

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.

June 11, 2019 | Miami, FL October 24, 2019 | Seattle, WA December 19, 2019 | Houston,TX
September 17, 2019 | Detroit, MI November 11, 2019 | Dallas, TX
September 19, 2019 | Minneapolis, MN November 21, 2019 | Portland, OR
October 11, 2019 | South Bend, IN December 17, 2019 | Philadelphia, PA


Want a preview of what to expect? Watch WealthCounsel's VP and Editor in Chief (and EPE speaker), Heather Satin, cover some of the basics of estate planning.