Course curriculum

  • 1

    Introduction

  • 2

    Step 1: Gather

    • Step 1: Gather Video

    • The Two Ways Your Assets Move Slides

    • Asset Checklist Slides

    • Step 1: Gather Wrap Video
  • 3

    Step 2: Check-In

    • Step 2: Check-In Video

    • Guide to Working with an Estate Planner Slides

    • Step 2: Check-In Wrap Video
  • 4

    Step 3: Reach Out

    • Step 3: Reach Out Video

    • Fiduciary List Slides

    • Step 3: Reach Out Wrap Video
  • 5

    Step 4: Execute

    • Step 4: Execute Video

    • Storage Key Slides

    • Step 4: Execute Wrap Video
  • 6

    Step 5: Keep Up

    • Step 5: Keep Up Video

    • Checklists Slides

    • Step 5: Keep Up Wrap Video
  • 7

    Step 6: Update

    • Step 6: Update Video

    • Update Key Slides

    • Step 6: Update Wrap Video
  • 8

    Workshop Survey

    • Workshop Survey
  • 9

    Good Legacy

    • Good Legacy Video