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On Demand
Included in
Essentials and Plus
The One-Hour Estate Planning Consultation That Closes the Deal
What You'll Learn AI-Generated
- 1 Guide a one-hour consultation with an on-screen template that captures client responses in real time
- 2 Generate a four-page outline of people, assets, fiduciaries, and distributions during the consultation
- 3 Obtain a signed engagement, schedule the signing appointment, and collect the retainer during the initial meeting
- 4 Use pre-visit worksheets and a stepwise follow-up workflow to focus decisions and gather asset statements after signing
"Practical, easy-to-use strategies to close one-hour estate-planning consultations and retain clients using binder and homework techniques."
Based on transcript analysis and 36 reviews
Overview
Intermediate
This course includes:
- 1.1 hours on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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