Course curriculum

    1. Introduction Video

    2. Expectations Video

    3. Intro Homework

    4. Glossary Slides

    5. Intro Wrap Video

    1. Step 1: Gather Video

    2. The Two Ways Your Assets Move Slides

    3. Asset Checklist Slides

    4. Step 1: Gather Wrap Video

    1. Step 2: Check-In Video

    2. Guide to Working with an Estate Planner Slides

    3. Step 2: Check-In Wrap Video

    1. Step 3: Reach Out Video

    2. Fiduciary List Slides

    3. Step 3: Reach Out Wrap Video

    1. Step 4: Execute Video

    2. Storage Key Slides

    3. Step 4: Execute Wrap Video

    1. Step 5: Keep Up Video

    2. Checklists Slides

    3. Step 5: Keep Up Wrap

About this course

  • $749.00
  • 26 lessons
  • 2.5 hours of video content