Estate Planning Bootcamp
Practical Training for Attorneys
Estate Planning Bootcamp helps attorneys develop the knowledge, practical tools, and professional connections needed to practice with greater confidence. Whether you are launching an estate planning practice, adding estate planning to your existing services, or refreshing your understanding of foundational concepts, Bootcamp provides structured, practical training to help you better serve estate planning clients.
Program Details
Estate Planning Bootcamp is offered virtually and designed to fit into a busy legal
practice. Use the details below to compare upcoming dates, review CLE opportunities,
and choose the session that works best for your schedule.
| Upcoming Dates | October 7–9, 2026; November 4–6, 2026; December 2–4, 2026 |
| Who Should Attend | Attorneys new to estate planning, attorneys transitioning from another practice area, and experienced practitioners seeking a comprehensive review |
| Training Focus | Estate planning fundamentals, client conversations, pricing models, practice workflows, and practice-building guidance |
| What's Included | Expert instruction, practical resources, and peer connection |
| Format and Schedule | Multi-day, interactive virtual programs offered regularly |
| CLE | Up to 15.25 total credits: 11.75 general credits and 1.5 Ethics for the live event, plus 2 additional credits for the pre-camp videos |
What Estate Planning Bootcamp CoversEstate Planning Bootcamp gives attorneys practical training in key areas needed to build and strengthen an estate planning practice, including:
|
What You Gain
Expert Instruction
Learn from faculty experienced in trust and estate law. Bootcamp connects foundational estate planning concepts with the client questions, planning conversations, and practice decisions attorneys encounter in their day-to-day work.
Practical Tools
Gain practical resources and guidance to help you develop a more consistent estate planning process, from client intake and initial consultations to pricing conversations and internal workflows.
Supportive Community
Learn alongside other attorneys who are building, expanding, or refreshing their estate planning practices. Bootcamp gives you the opportunity to connect with peers navigating similar practice goals and questions.
"
"It had been years since I had done any estate planning, and I felt rusty. WealthCounsel’s Bootcamp set me up for success. Initially, I had hoped to double my bottom line. Instead, revenues quadrupled! Do not miss this course. It will benefit you in so many ways and introduce you to a group of colleagues who will be helpful as well!"
- Bootcamp Alumni Shane Johnson
"
"During my transition from litigation to estate planning, WealthCounsel’s Estate Planning Bootcamp was an excellent experience. The faculty presentations were very valuable, and I would recommend it to anyone considering this as a practice area."
- Bootcamp Alumni Justin Volle
Ready to Transition to Estate Planning?
Considering a move into estate planning? Hear from one of our Estate Planning Bootcamp faculty members about why they transitioned into this practice area and what has made the work rewarding.
Video Highlights:
- Why estate planning can be a rewarding practice area for transitioning attorneys
- How the field offers ongoing intellectual challenge as laws, strategies, and client needs evolve
- How estate planning may offer opportunities to create a more flexible and sustainable practice
- How attorneys can develop meaningful, long-term relationships with clients and their families
Estate Planning Bootcamp FAQs
Estate Planning Bootcamp provides practical attorney training focused on estate planning fundamentals, client consultations, pricing models, practice workflows, and practice-building skills.
Bootcamp is designed for attorneys who are new to estate planning, transitioning from another practice area, or looking for a comprehensive refresher.
Attendees gain a stronger understanding of foundational estate planning concepts, practical resources for working with clients, guidance for developing efficient practice processes, and connections with faculty and fellow attorneys.
Yes. Estate Planning Bootcamp offers up to 15.25 total credits, including 11.75 general CLE credits and 1.5 Ethics credits for the live event, plus 2 additional CLE credits for the pre-camp videos.
No. Estate Planning Bootcamp is open to WealthCounsel members and nonmembers who are attorneys in good standing.
Build Your Estate Planning Foundation
Build a stronger foundation for serving estate planning clients. Strengthen your substantive knowledge, connect with experienced faculty and peers, and gain practical guidance you can apply in your practice.