Course curriculum

    1. The Intake Call

    2. The Attorney Call

    3. The Proof of Funding Call

    1. Signing Someone Up

    2. Console Gateway

    3. Data Exchange

    4. Documents Depot

    1. Custom Directives

    2. Beneficiaries

    1. Making Recommendations - Part One

    2. Making Recommendations - Part Two

    3. Naming Trusts

    4. 5 Things a Trust Can Do That a Will Can't

    5. The eState Plan vs. Traditional Trusts

    6. Things to Know

    7. Client Trust Guide

    1. What is a Trust?

About this course

  • Free
  • 17 lessons
  • 2.5 hours of video content

Discover your potential, starting today