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.

CPD-accredited estate planning webinars

March 27, 2025

Best practices for interviewing clients

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On-demand

Browse our free library of CPD-accredited webinars

Webinar library

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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