Name
Estate Planning Essentials
Date & Time
Tuesday, July 30, 2019, 9:00 AM - 5:00 PM
Speakers
Description
During this day-long session you'll learn the basics of estate planning law and explore the drafting possibilities within Wealth Docx® to get yourself ready to serve your first estate planning clients.
Schedule:
9:00-12:00 Morning session (including 30-minute break)
12:00-2:00 Lunch
2:00-5:00 Afternoon session (including 30-minute break)
Course Level
Getting Started
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
2.5
CLE Eligibility
Eligible for CLE credit