Course curriculum
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1
Introduction
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Introduction Video
FREE PREVIEW -
Expectations Video
FREE PREVIEW -
Intro Homework
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Glossary Slides
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Intro Wrap Video
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2
Step 1: Gather
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Step 1: Gather Video
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The Two Ways Your Assets Move Slides
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Asset Checklist Slides
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Step 1: Gather Wrap Video
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3
Step 2: Check-In
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Step 2: Check-In Video
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Guide to Working with an Estate Planner Slides
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Step 2: Check-In Wrap Video
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4
Step 3: Reach Out
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Step 3: Reach Out Video
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Fiduciary List Slides
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Step 3: Reach Out Wrap Video
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5
Step 4: Execute
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Step 4: Execute Video
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Storage Key Slides
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Step 4: Execute Wrap Video
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6
Step 5: Keep Up
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Step 5: Keep Up Video
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Checklists Slides
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Step 5: Keep Up Wrap Video
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7
Step 6: Update
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Step 6: Update Video
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Update Key Slides
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Step 6: Update Wrap Video
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8
Good Legacy
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Good Legacy Video
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