There is no substitute for experience. Even if you feel absolutely unqualified to draft a plan, there is no other way but to struggle through it. In the Estate Planning Bootcamp, we help you map out a plan to do just that.
One of the biggest hurdles in jumping into the estate planning arena is the sheer volume of documents you have to learn to create for your potential clients. We’d like to suggest that, really, this is more of a mental hurdle than an actual barrier to entry. The bigger task, and one you must begin to master early on, is learning to attract people to you and helping them say “YES!” to themselves and their families. We can promise you that you will learn the technical/legal aspects of your work, that you will learn to create good plans that work. Time after time, we have heard experienced attorneys say that it’s not the product delivery part of their businesses that they have challenges with, its marketing.