Wealth Docx® Scenarios for Practice Success

WHAT WE’LL COVER

Herb and Kristen will discuss how Wealth Docx® scenarios can save you time as you provide customized and comprehensive estate plans to your clients, including some scenarios which incorporate “just in case” provisions to help your elderly clients pre-plan for long-term care needs. They will also walk through how to develop your own scenarios based upon 5 KEY issues so that in just three ‘clicks,’ you can have over 90% of your options in Wealth Docx® for a living trust and ancillary documents answered.

This course is not eligible for continuing education credit.

For information on webinar refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com.

This webinar is included for Practice Development Subscribers and and provided live complimentary for Wealth Docx Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $139 | Practice Development Price: $0