Estate Planning Bootcamp
Wednesday, September 11, 2024 - Friday, September 13, 2024
Days 1 and 2 - 10:30 AM to 6:30 PM, Eastern Time
Day 3 - 10:30 AM to 2:30 PM, Eastern Time
 
 
WHAT WE’LL COVER
 

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. 

REGISTER NOW

TUITION

Tuition for Bootcamp is $1,995 for both WealthCounsel members and guests.

  • A 30-minute orientation meeting will kick off the program on Tuesday, September 3, 2024, at 1:00 PM (ET).
  • The multiday virtual event runs from Wednesday, September 11, 2024, through Friday, September 13, 2024. 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 2:30 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. 
  • Attendees will have access to materials and recordings until Wednesday, September 30, 2026.

WealthCounsel members will also receive these special members-only benefits:

  • A two-hour post-camp bonus session focusing on Wealth Docx tips and tricks. this session will be held on Wednesday, September 18, 2024, at 3:00 PM (ET)
  • Up to 3.0 additional continuing education credits after completing the three pre-camp videos and bonus session 
  • A series of optional, themed virtual meetings after the event to help members apply what they learn to their practice that will cover drafting, questions and answers, and more
  • A special online community for questions and discussions