Santa Rosa, California
This event has been cancelled. Please join us at one of our other California courses.
 

Join us for the Estate Planning Essentials intensive one-day course. In this course you’ll discover the tools needed to establish and run a successful estate planning practice and you can bring your paralegal for free!
 
(You'll also have access to a total of 34 MCLE credits!)
 
The day of you'll learn:
  1. How to get and serve your first five clients,
  2. How to turn those clients into raving fans and referral sources.
In the morning you'll learn how simple it is to add estate planning to your legal practice.
 
In the afternoon you'll also learn marketing tips on how to get clients and deliver outstanding service.
 
When you leave for the day you'll have a sample client binder and your own complete estate plan.
 
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 WealthCounsel'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.