Estate Planning YOU®
All the tools YOU need to build a successful Estate Planning practice.
Estate Planning YOU® was created by experienced Estate Planning lawyer, Laura French, and is designed specifically for women in the law who want to develop or refine their own Estate Planning practice.
Module 1
Welcome to Estate Planning YOU!
In this module, Laura introduces you to this unique course: Estate Planning YOU®. This module outlines each of the lessons and activities in the course and offers a quick look at each module's content.
Module 2
What is Estate Planning?
It’s time to explore Estate Planning. We’ll define it, discuss the types, and go through the process for your client meetings; by the end, you’ll discover that estate planning is for everybody.
Module 3
But first, DEATH
Death and probate conversations are essential in the initial phase of the estate planning process: with this, you’ll build a relationship with your client and guide them to figure out what's important.
Module 4
To Will or to Trust, That is the Question.
In this module, you’ll learn to defuse the client's perceptions and approach them in a way that will lead them to make good decisions based on your professional advice.
Module 5
FUNding
Funding is the key element of estate planning. By ensuring that the assets are appropriately titled and have the correct beneficiaries, we secure achieving their goals and bring them protection.
Module 6
IN YOU WE TRUST
We recap what we’ve learned during the course, adjust the details to your new and improved estate planning practice, and I provide you a final dose of empowerment to go out and conquer your goals.
You can elevate your life, the life of your family, clients, and your community.
Purchase the Course
