Products
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Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries
CourseLearn how to plan, transition, or sell your estate planning or fiduciary practice, including valuation, deal structure, client continuity, and succession strategies.
$95
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Amazing Grace: Winning the Battle Over Compassion Fatigue
CourseThis course aims to provide professionals with a deeper understanding of compassion fatigue, its symptoms, and its impact on both personal and professional lives.
$119
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$139
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Building a Special Needs and Estate Planning Client Maintenance Program
CourseThis course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.
$139
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The Path to a Great Practice and a Great Life: Strategies for Success and Fulfillment
CourseLearn how to build a thriving special needs professional practice and a fulfilling personal life.
$189
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Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Course4.8 average rating (4 reviews)Master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes.
$85