Name
Trust Admin Essentials
Date & Time
Tuesday, July 30, 2019, 2:00 PM - 5:00 PM
Speakers
Description
During this intensive course, you will learn how to quickly (and easily) add trust administration to your existing practice to serve more clients and increase your revenue. This course will cover the essentials of trust administration law and will teach you how to administer a trust using WealthCounsel’s trust administration software. We will walk you through a hypothetical trust administration case to help you understand the process.
Attendees will learn:
Attendees will learn:
- The basics of trust administration law (so you can practice confidently)
- The steps involved in administering a trust
- How to utilize our guided software to ensure you don’t skip a step in this high stakes and task-oriented practice area
- How tasks can be delegated to staff to make trust administration more profitable and efficient
By the end of this precursor, you will have what you need to add trust administration to your practice.
Course Level
Getting Started
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
2.5
CLE Eligibility
Eligible for CLE credit