Basic Estate Planning Training Course


Starting July 11th, 2020

A 10-week comprehensive estate planning course for Legal Document Assistants, Paralegals, and Attorneys who want to change or expand their focus to estate planning. The course includes training on all of the templates designed and created by Attorney Heather Reynolds, as well as client management, business flow and best practices. The course includes at least 2 hours of live instruction with Attorney Heather Reynolds online providing ample time for your ‘questions and answers’ each week. She will also provide weekly individual feedback on assignments as you create your own quality estate plan.  When you finish this 10-week course you can move confidently forward with your new career in estate planning. Plan to spend a total of about 3 hours per week on average to complete assignments.  Each class is limited to 12 participants, so you’ll receive ample attention.

The course is offered at $2997.00 including a lifetime license to use the templates and all future updates with your own clients. This course also includes any updates to the templates that occur due to changes in the law or quality improvements. Our member newsletter will keep you informed of legal changes and template updates as they roll out. By staying up to date you will know that your clients are getting the highest quality estate plans which reflect the current laws for California.

The Basic Course is designed to include all the necessary documents for most married and single clientele with “basic” estate planning needs, such as:  powers of attorney for finances and health care, HIPAA releases, revocable living trusts, marital disclaimer trusts, trust transfer deeds, trust funding and asset assignment documents, schedule A, basic property agreements, basic wills and pour-over wills, diagrams, fee agreements, invoices and cover letters.  More sophisticated tax planning trusts are not included in this course (such as asset protection trusts (A/B/C structures), QTIP trusts, Life Ins. Trusts, Charitable Trusts, etc).

Want a discount? Become a member!