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Practice lab · coming soon
Building an Estate Planning Practice
Develop the intake, review, communication and delivery systems needed to offer estate planning within your firm.
The planned curriculum
An outline of the course in development—not a list of completed lessons.
- Service scope and competence planning
- Intake, conflicts and engagement workflow
- Client education and plain-English explanations
- Drafting quality control and technology oversight
- Signing, funding and ongoing client care
- Capstone: build your firm's matter playbook
What you will work toward
A firm workflow with assigned responsibilities, review gates and client communications.
Suggested preparation
May be taken alongside Estate Planning Basics; a course does not replace matter-specific competence.
Equivalent experience can replace foundational coursework; a separate course purchase is not a prerequisite.