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LIVE WEBINAR | March 13 2025, 12:30 PM ET, 9:30 AM PT

Will planning meeting best practices

Join Ian Hull and Jordan Atin for a discussion on structuring and streamlining planning meetings. They'll share best practices for simplifying the will planning process for both advisors and their clients.

Speakers

Ian Hull

Partner Hull & Hull,Co-founder @ eState Planner

Jordan Atin

J.D., T.E.P., Certified Specialist (Estates & Trusts Law)

CEO @ eState Planner

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Webinar details

CPD credits available

30 minutes of Substantive Credits accredited by the Law Society of Ontario and the Law Society of British Columbia. Lawyers from other jurisdictions can include this course as a CPD learning activity in their mandatory annual Continuing Professional Development Plan.

Recording

Please note that recordings and slides provided by webinar hosts are only available to eState Planner users.

Register for this webinar

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