How you can launch your Estate Planning Service (without being a lawyer)
Are you ready to create an end-to-end Estate Planning service in your practice?
Enter IMREADY at the check out to save $100
Want your own Estate Planning Service too?
Let me tell you about The Art of Estate Planning Course
The Art of Estate Planning online course is not your average online course because not only do I teach you about the WHY, I show you HOW.
It’s a one-of-a-kind resource and implementation guide.
Jam-packed with everything you need to create your own Estate Planning Service and find a great lawyer to partner with.
You can spend hours, weeks, months, years even, working it all out yourself.
Or, you can grab the very same ready-to-go tools and resources I've spent years perfecting today.
It's a no-brainer really. Why wait? You're leaving money on the table.
Now that we’re friends, you get a cheeky discount on the course.
Enter IMREADY at the check out to save $100
SIGN UP TODAY
Want your own Estate Planning Service too?
Let me tell you about The Art of Estate Planning Course
The Art of Estate Planning online course is not your average online course because not only do I teach you about the WHY, I show you HOW.
It’s a one-of-a-kind resource and implementation guide.
Jam-packed with everything you need to create your own Estate Planning Service and find a great lawyer to partner with.
You can spend hours, weeks, months, years even, working it all out yourself.
Or, you can grab the very same ready-to-go tools and resources I've spent years perfecting today.
It's a no-brainer really. Why wait? You're leaving money on the table.
Now that we’re friends, you get a cheeky discount on the course.
Enter IMREADY at the check out to save $100
SIGN UP TODAY
Want more? Check out my Estate Planning Resources
Estate Planning Cheat Sheets
I'm sharing all my secrets in this pack!
Over 35 pages of systemised, checklist-based decision trees and cheat sheets designed to make sure you feel confident discussing estate planning with your clients and don't miss an issue.
This pack contains all the cheat sheets and tools I use with my estate planning clients including:
- Strategies to overcome estate planning inertia
- Snapshot checklist for estate planning issue identification
- Annual review checklist for clients with existing estate planning documents
Market evaluation of online estate planning legal providers
Get my insights about which online legal providers can help you use estate planning to grow your business.
This market evaluation will save you hours of time in research and will fast track your decision-making process for choosing the right online legal provider for your business.
Testamentary Trust Starter Pack
This pack contains all the tools you need to have effective conversations with your clients about testamentary trusts.
We've packaged up practical client communication resources like videos, newsletter templates and meeting handouts, together with in-depth training resources so you can feel 100% confident explaining and recommending testamentary trusts to your clients.
The Art of Estate Planning online course
Estate planning services can make you more money (and bring your clients even closer).
The Art of Estate Planning Course is jam-packed with everything you need to create your own Estate Planning Service.
You can spend hours, weeks, months, years even, working it all out yourself. Or you can grab the very same ready-to-go-tools and resources I've spent years perfecting today. Why wait?
Want more? Check out my Estate Planning Resources
Estate Planning Cheat Sheets
I'm sharing all my secrets in this pack!
Over 35 pages of systemised, checklist based decision trees and cheat sheets designed to make sure you feel confident discussing estate planning with your clients and don't miss an issue.
This pack contains all the cheat sheets and tools I use with my estate planning clients.
Market evaluation of online estate planning legal providers
Get my insights about which online legal providers can help you use estate planning to grow your business.
This market evaluation will save you hours of time in research and will fast track your decision-making process for choosing the right online legal provider for your business.
Testamentary Trust Starter Pack
This pack contains all the tools you need to have effective conversations with your clients about testamentary trusts.
We've packaged up practical client communication resources like videos, newsletter templates and meeting handouts, together with in-depth training resources so you can feel 100% confident explaining and recommending testamentary trusts to your clients.
The Art of Estate Planning online course
Estate planning services can make you more money (and bring your clients even closer).
The Art of Estate Planning Course is jam-packed with everything you need to create your own Estate Planning Service.
You can spend hours, weeks, months, years even, working it all out yourself. Or you can grab the very same ready-to-go-tools and resources I've spent years perfecting today. Why wait?
