Coming soon
Foundational
Estate Planning Basics
Build a repeatable process from the first interview through a coordinated, signed and funded plan.
$499 one time · lifetime access
Explore curriculumPractical attorney education
Explore your learning path.
The following courses are in development. Enrollment is not yet open. Practical training only, with no CLE credit.
Compare course and bundle pricingThe course collection
Start with the basics. Go deeper where it matters.
Five focused courses are in development. Explore the planned curriculum and the practical work each course is designed to help you build.
Coming soon
Advanced
Special Needs Planning
Learn to identify benefit-sensitive situations and build a coordinated planning and administration strategy.
$499 one time · lifetime access
Explore curriculumComing soon
Advanced
Estate Tax Planning Mechanisms
Compare transfer-tax planning tools, document assumptions and explain tradeoffs without losing sight of client goals.
$499 one time · lifetime access
Explore curriculumComing soon
Intermediate
Trust Design & Administration
Connect trust drafting choices to funding, ongoing administration and the experience of trustees and beneficiaries.
$499 one time · lifetime access
Explore curriculumComing soon
Practice lab
Building an Estate Planning Practice
Develop the intake, review, communication and delivery systems needed to offer estate planning within your firm.
$499 one time · lifetime access
Explore curriculum