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

Monday, June 17, 2024
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 26, 2024
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 
  • Revocable Living Trusts
  • Lunch Break
  • Special Assets and Planning Tools 
  • Estate Tax 
Thursday, June 27, 2024
10:30 AM - 6:30 PM (EDT)
Estate Planning Bootcamp - Day 2

 

  • Review
  • Ethical considerations
  • Lunch
  • Community property
  • Hypothetical Case Studies and Discussions
Friday, June 28, 2024
10:30 AM - 2:30 PM (EDT)
Estate Planning Bootcamp - Day 3

 

  • Review
  • Hypothetical Case Studies and Discussions
  • Processes
  • Initial Consultation
  • Pricing Strategies
Tuesday, July 2, 2024
3:00 PM - 5:00 PM (EDT)
Estate Planning Bootcamp - Bonus Session - Members Only
  • Wealth Docx Tips and Tricks
  • Hypothetical