Join Trust & Will’s Mitch Mitchell and Andres Mazabel, as they discuss the importance of implementing estate planning into an advisors practice. They’ll discuss the basics of estate planning, how to lead with education, estate planning strategies, probate, and how to build a scalable process that enables you to deepen client relationships.
This presentation will cover:
– Estate Planning basics to empower your clients build a meaningful legacy
– Estate planning strategies
– Incapacitation planning
– Probate Education
– Trust Funding Education
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.