The Modern Estate Plan for Estate Planning Attorneys
Blending Asset Protection, Tax, and Long-Term-Care Planning
We hope you enjoyed today’s webinar and found the insights valuable in helping you rethink the way you design estate plans. Now, let’s take the next step together to deliver more complete protection to your clients and increase revenue – without adding complexity.
Schedule a Discovery Call to take the best next step toward a profitable, future-proof practice
Book your free Discovery Call with Jessica Weymier from Lawyers with Purpose.
Availability is limited, so don’t wait to secure your spot.
To help you move beyond today’s webinar and start applying these modern estate planning strategies in your own practice, Jessica is offering a limited number of free Discovery Calls. During the session, she will help you get started on building the integrated, scalable estate plans that your clients actually need right now and over the next decade.
Walk through how to unify asset protection, tax, and long-term care into one streamlined workflow
Identify where your current process may be falling short—and how to fix it
See how tools like iPug® Trusts and STEPS™ software can support your unique practice and process