$1,000.00 USD

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Technical Training - Wills & Trusts

Every financial advisor/planner should know how to review and architect wills and trusts. This training has been designed to be used as part of an internal review process of a client’s financial plan, covering wills & trusts basics, debts & taxes, residuary estate and more.

This training includes:

  • 3 solid hours of video that includes a practice dissection of a will that you can follow along with
  • An essential wills & trusts internal review checklist you'll need for your meetings
  • A full will debrief guide
  • Access to our private Facebook group and exclusive invites to upcoming live training sessions.

What advisors say:

“These guys give you the tools you can't get from *anyone* else!”

Garrett Harper