San Francisco, California
Friday, January 25, 2019, 8:00 AM - 5:00 PM
Presenters: Heather Satin, WealthCounsel Editor in Chief
Presenters: Heather Satin, WealthCounsel Editor in Chief
Henna Shah, WealthCounsel Executive Editor—Trusts & Estates
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 MCLE hours).
Course Outline
Morning
- (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
Lunch
- (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"
Afternoon
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 Wealth Counsel's online training modules:
- Estate Planning Foundations
- Revocable Living Trust Drafting Intensive
- Funding Essentials for the RLT
- New California Professional Responsibility Rules
- Estate Planning Ethical Concerns
- Your Entire Estate Planning Process—Is It Ethical?
- Representing the Incapacitated
- Client Substance Abuse
- Elimination of Bias
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 MCLE hours; including one-hour substance abuse, one hour of elimination of bias, and four hours of ethics.