Please note, agenda details and times may shift slightly based on the needs of the group.

Friday, June 9, 2023
1:00 PM - 1:30 PM (EDT)
Estate Planning Bootcamp - Orientation

 

  • Welcome!
  • Introduction to Bootcamp Facilitators
  • What to Expect from Bootcamp
  • Your Bootcamp Homework
  • The WealthCounsel Community
  • Logistics
Wednesday, June 21, 2023
10:30 AM - 6:30 PM (EDT)
Estate Planning Bootcamp - Day 1

 

  • Welcome!
  • Review of Substantive Law
    • What is Estate Planning?
    • Incapacity Planning
    • Death Planning
  • Lunch Break
  • Review of Substantive Law (continued)
    • Trust Funding
    • Special Assets and Planning Tools
    • Rights of Spouses (and Children)
    • Ethical Considerations
  • Hypothetical
Thursday, June 22, 2023
10:30 AM - 6:30 PM (EDT)
Estate Planning Bootcamp - Day 2

 

  • Review
  • Hypotheticals & Wealth Docx Drafting Walkthrough
  • Lunch Break
  • Drafting Walkthrough (continued)
  • Hypothetical
  • Estate Tax Discussion
Friday, June 23, 2023
10:30 AM - 2:30 PM (EDT)
Estate Planning Bootcamp - Day 3

 

  • Review
  • Hypothetical
  • Client Selection, Processes, Initial Consultation, and Pricing Strategies
Wednesday, June 28, 2023
3:00 PM - 5:00 PM (EDT)
Estate Planning Bootcamp - Bonus Session
  • Wealth Docx Tips and Tricks & Hypothetical