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.