Frequently Asked Questions
ANSWERS
- If I’m a WealthCounsel member, how can register for an event?
- Members wishing to attend an Estate Planning Essentials event should contact WealthCounsel at 833-682-9559 to reserve a space.
- What do I need to bring to the event?
- You only need to bring your laptop, everything else will be provided.
- Can I bring my paralegal with me?
- Yes! As a paying attorney, you are welcome to bring one paralegal with you for free. Simply add your paralegal’s name during the registration process.
- How many CLE credit hours is the one-day event worth?
- As an attendee, you will receive 3 MCLE hours from attending the event in-person. After the one-day course is complete, you’ll receive your certificate of completion.
- What supplemental online training modules will I have access to after the event?
- For 90 days after the event, you’ll have access to 28+ hours of MCLE. After completing each virtual course, you’ll be provided with another certificate. Available online courses are:
- 4 hours - EP 100 Estate Planning Foundations
- 12 hours - EP 101 Revocable Living Trust Drafting Intensive
- 4 hours - EP 102 Funding Essentials for the RLT
- 3 hour - SRT Mini Series
- 1 hour - Understanding Pet Trusts
- 1 hour - Planning Opportunities After Tax Reform
- 1 hour Ethics - New California Professional Responsibility Rules
- 1 hour Ethics - Estate Planning Ethical Concerns
- 1 hour Ethics - Your Entire Estate Planning Process-Is It Ethical?
- 1 hour Ethics - Representing the Incapacitated Client
- 1 hour Substance Abuse - CA Forum Symposium 2018 presentation
- 1 hour Elimination of Bias - TBD
- For 90 days after the event, you’ll have access to 28+ hours of MCLE. After completing each virtual course, you’ll be provided with another certificate. Available online courses are:
Did we not answer your question? Please email us at information@wealthcounsel.com and we will get back to you within a couple business days.