Course curriculum

    1. Module 1 The Implementation Crisis

    2. Module 1 Quiz

    1. Estate Planning Foundations

    2. Module 2 Quiz

    1. The Legal Boundary

    2. Module 3 Quiz

    1. The Client Conversation

    2. Module 4 Quiz

    1. Estate Discovery & Data Collection

    2. Module 5 Quiz

    1. Working With Counsel

    2. Module 6 Quiz

About this course

  • Free
  • 20 lessons
  • 1.5 hours of video content

Discover your potential, starting today