Estate Planning Bootcamp will equip you with the strong legal foundation and practice-building skills you need to confidently serve estate planning clients in the most effective way for your practice.
Presented by the talented faculty from WealthCounsel, Estate Planning Bootcamp provides estate planning practitioners like you with the knowledge and skills needed for:
- Competence in foundational estate planning law,
- Intelligent document drafting,
- Strategic practice-building, and
- Thoughtful and confident client acquisition.
After completing this intensive live (virtual) educational and practice-building program, you will leave with the legal foundation and practice-building tools you need to succeed, a plan to carry your momentum from the workshop forward, and a community of supportive peers to cheer you on.
Space is limited!
Registration is first come, first served.
TUITION
Tuition for Bootcamp is $1,995 for one WealthCounsel member or one WealthCounsel guest. A tuition discount is available if more than one attorney from a firm would like to attend Bootcamp.
- A 30-minute orientation meeting will kick off the program on Monday, April 6, 2026, at 1:00 PM (ET).
- The multiday virtual event runs from Wednesday, April 15, 2026, through Friday, April 17, 2026. Days 1 and 2 will begin at 10:30 AM and end at 6:30 PM (ET). Day 3 will begin at 10:30 AM and end at 4:30 PM (ET).
- Three pre-camp videos to introduce attendees to foundational estate planning concepts are included.
- A comprehensive estate planning workbook with a state-specific worksheet will be provided to use as a reference guide after Bootcamp.
- Registrants will have access to materials and recordings until Sunday, April 30, 2028.
WealthCounsel members will also receive these special members-only benefits:
- Two videos focused on drafting a hypothetical case study in WealthDocx: one session focused on drafting an individual trust and one session focused on drafting a joint trust.
- Up to 2.0 additional continuing education credits after the completion of the three pre-camp videos.
- A special online community for questions and discussions.
- Monthly roundtable meetings facilitated by estate planning faculty and coaches focusing on both substantive and practice development topics.
