Estate planning webinars

Our weekly estate planning webinars are CPD-accredited and designed to help estate practitioners enhance their practice. We provide estate planning webinars available to all practitioners and user tutorials to help eState Planner users.

February 25, 2024, at 12:30 pm ET | 9:30 am PT

eState Planner interactive webinar

eState Planner's CEO, Jordy Atin, hosts live user tutorials to help users make the most of eState Planner, followed by a Q&A for all product-related queries.

These hands-on sessions account for 15 minutes of Professionalism hours.

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CPD-accredited estate planning webinars

February 27, 2024

Client intake best practices

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