Estate Planning Bootcamp for Advisors (March 2026)

WHAT WE WILL COVER

Estate planning is important not only for attorneys—it is also an essential part of holistic financial planning. This comprehensive bootcamp empowers advisors to confidently navigate estate planning discussions with clients, identify critical planning gaps, and foster effective collaboration with estate planning attorneys.

Through engaging sessions, practical real-world examples, and insightful case studies, you will develop a strong working knowledge of the core principles, essential documents, and effective strategies that define successful estate plans. We will also dive into key topics such as planning for incapacity and death, the difference between wills and trusts, planning for retirement accounts, navigating taxable estates, trust funding, and beneficiary designation tips. By the end of this program, you will not only grasp the “what,” “why,” and “how” of estate planning but also be equipped to proactively recognize client needs and solidify your position as an indispensable, trusted advisor throughout your clients’ financial and estate planning journeys.

Topics

What is estate planning?
Planning for both death and incapacity
Wills and trusts (plus trust funding)
Probate
Estate tax overview
Unauthorized practice of law
Case studies

This program will help you

gain confidence to engage in estate planning discussions with clients,
identify red flags and opportunities for enhanced and holistic planning,
strengthen your professional value through interdisciplinary knowledge, and
learn through relatable, real-world scenarios that you can apply immediately.