Appointments (9:00 min) | eState Academy

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Fundamentals of Estate Planning

Introduction

Introduction to the Academy (1:30 min)
Words are Not Enough (1:00 min)
Common Malpractice Errors (1:00 min)

3-2-3 Model of Estate Planning

Why Process is Important (2:00 min)
3-2-3 Process Explained (2:30 min)

Talking to Clients

Client Information Intake (6:00 min)
The Planning Meeting - Communicating with Clients (5:00 min)

3 Scenarios of an Estate Plan

Surviving Spouse (2:00 min)
Descendants Only (1:30 min)
No Descendants (1:30 min)

2 Types of Gifts

Absolute Gifts (1:45 min)
Trust Gifts (1:45 min)

3 Parts to a Will

The Funnel (5:00 min)
The Filters (5:30 min)
The Bucket (5:00 min)

Other Planning Considerations

Appointments (9:00 min)
Other Provisions (3:30 min)

Completing the Will Planning Process

Drafting the Will (2:45 min)
Conducting a Will Review (2:30 min)
Executing the Will (6:00 min)

Conclusion

Course Completed (0:30 min)

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Appointments (9:00 min)

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