Boston, Massachusetts
Boston Marriott Copley Place
110 Huntington Avenue

Thursday, March 28, 2019, 8:00 AM - 5:00 PM
Tuition: $500

Your firm’s success shouldn’t depend on a single stream of revenue; attend an Estate Planning Essentials intensive to diversify your offerings and start making more money. In one day, you’ll learn how to increase client satisfaction, boost income, and protect your business from market fluctuations. And you can bring your paralegal for free!
Morning sessions will cover the basics of estate planning law and afternoon sessions will focus on drafting and delivering a plan to your clients. When you leave you'll have a sample client binder and your own complete estate plan—you’ll also have access to WealthCounsel’s online training modules for three months (and 34 CLE hours).
Course Outline
  • (8:00-8:30 am) Check In
  • (8:30—10:00 am) Trusts & Wills
  • (10:00—10:30 am) Break
  • (10:30—12:00 pm) Powers of Attorney & Healthcare Directives
  • (12:00—1:30 pm) Catered Lunch plus From the Trenches Discussion "What I Wish I Would Have Known When Adding Estate Planning to My Firm"
WealthCounsel's 3Ds (Design the Plan, Draft the Plan, Deliver the Plan)
  • (1:30—2:30) Designing the Plan
    • Intake Process
    • Meeting
    • Engagement
    • How to Set Pricing
    • How to Design the Plan
  • (1 hr, 2:30—3:30 pm) Drafting the Plan (using Wealth Docx®)  
  • (3:30—4:00 pm) Break
  • (1 hr, 4:00—5:00 pm) Delivering the Plan
Plus, you'll receive 3 months access to WealthCounsel's online training modules:
  • Estate Planning Foundations
  • Revocable Living Trust Drafting Intensive
  • Funding Essentials for the RLT
  • Ethical Issues Involving Fiduciary Duties
  • Estate Planning Ethical Concerns
  • Your Entire Estate Planning Process—Is It Ethical?
  • Representing the Incapacitated
  • Mental Health, Substance Abuse, and Competence in the Legal Profession
  • Representing Transgender Clients: Practical Skills and Cultural Competency
Please arrive with your own laptop. All other supplies will be provided the day of the course.
The Estate Planning Essentials course and online tutorials offer a total of 34 CLE hours; including one-hour substance abuse, one hour of elimination of bias, and four hours of ethics.